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leadership technology development and ramp up, pricing, cost reduction, capacity utilization, technology mix and foreign exchange rate.
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2022 Q3
17 Oct 22
We have just guided our fourth quarter gross margin to be flattish sequentially to 60.5% at the midpoint, as a more favorable exchange rate assumption will be offset by a lower capacity utilization rates
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2022 Q3
17 Oct 22
our guide was based on exchange rate assumption of $1 to NT$29.7, whereas the actual third quarter exchange rate was $1 to NT$30.32. This created about 80 basis point difference in our actual third quarter gross margin versus our original guidance.
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2022 Q3
17 Oct 22
In terms of revenue contribution from N3
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2022 Q2
29 Aug 22
Yes
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2022 Q2
29 Aug 22
The expansion also includes both the new capacity and conversion of existing capacity.
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2022 Q2
29 Aug 22
it's not a 50% increase in the logic capacity, no. it's specialties.
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2022 Q2
29 Aug 22
the situation is improving. We do not expect any impact to our 2022 capacity plan
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2022 Q2
29 Aug 22
our suppliers have been facing greater challenges in their supply chains, which are extending toward delivery lead times for both advanced and mature nodes.
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2022 Q2
29 Aug 22
TSMC's technology position is much stronger today as compared to previous years.
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2022 Q2
29 Aug 22
even they do the inventory adjustment, what I say that they decrease their demand versus their original number, TSMC's capacity is still very tight
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2022 Q2
29 Aug 22
our customer are doing the inventory correction. But I said that customers demand still exceeds the TSMC's capability to support for this year.
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2022 Q2
29 Aug 22
It is slower -- lower than when we guided at the beginning of the year because of some two delivery schedule change
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2022 Q2
29 Aug 22
Despite the increase in CapEx, why is the depreciation growth pretty flattish or low so far this year?
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2022 Q2
29 Aug 22
for next year, the -- it's too early to give a specific number, but the depreciation will be much higher than this year.
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2022 Q2
29 Aug 22
when we talk about 53% and higher, it already included the dilution effects from the N3 dilutions.
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2022 Q2
29 Aug 22
we found that the labor cost in the States is higher than we planned. And also, some of the COVID supply chain interruption also was an unexpected
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2022 Q2
29 Aug 22
we see 2023, even just inventory correction, is still a growth year for TSMC.
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2022 Q2
29 Aug 22
Dollar amount-wise, it's certainly bigger than the previous nodes at the very beginning stage.
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2022 Q2
29 Aug 22
we expect that it will impact between 2 to 3 percentage points in gross margins in 20 -- in the first year, 2023.
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2022 Q2
29 Aug 22