Om het even over een andere, interessante boeg te gooien, iets uit de bolero feed, over TSMC.
Ze hebben de revenue dus van 20% voorspelde groei naar 30% voorspelde groei bijgesteld. Interessant als je zulke klanten hebt.
UPDATE 3-A bullish TSMC lifts revenue estimate as COVID transforms digital demand
09:09 (15/10) - Bron: Reuters
* Annual revenue now expected to climb over 30%
* Q3 net profit surges 36% to record, well ahead of
forecasts
* Q3 revenue up 29% on year in U.S. dollar terms
(Recasts and writes through with CEO comments)
By Yimou Lee and Ben Blanchard
TAIPEI, Oct 15 (Reuters) - Taiwan Semiconductor
Manufacturing Co Ltd (TSMC) hiked its revenue
outlook after logging record quarterly profit, and painted a
bullish picture of demand picking up over the next two years as
advanced technologies are adopted more widely.
The chip sector has been one of the rare industries
benefiting from the coronavirus pandemic with more people
investing in premium devices as they spend longer hours at home
and as corporations seek to add more bandwidth for remote
workers.
The world's largest contract chipmaker said it now expects
2020 revenue to jump more than 30%, up from an earlier forecast
of more than 20% and marking the second quarter in a row it has
lifted its outlook.
It predicted fourth-quarter revenue of between $12.4 billion
and $12.7 billion, compared with $10.4 billion booked in the
same quarter a year ago.
"COVID has accelerated the digital transformation," Chief
Executive C.C. Wei told an online earnings briefing, adding that
robust demand for smartphones and other electronics as well as
5G technologies had spurred orders for high-end chips.
Wei said TSMC's clients were currently holding inventories
at higher than historical levels due to uncertainties amid the
pandemic and geopolitical tensions. Even so the company expects
demand to pick up in 2021 and 2022, offsetting any inventory
correction.
"We don't worry too much about it," he said.
Wei emphasised that TSMC's position as the industry leader
in advanced chips would hold it in good stead and that it is
expected to outperform global foundry growth this year.
In July-September, TSMC's net profit surged 36% to a record
T$137.3 billion ($4.8 billion), well ahead of market
expectations for T$124.9 billion. Revenue handily beat the
company's own estimates, climbing 29.2% to $12.1 billion.
TSMC's advanced chips are used in high-end smartphones such
as Apple's newly unveiled 5G iPhone 12 as well as in
telecommunications technology and artificial intelligence.
TSMC expects to see 5G-enabled devices quickly gain
widespread popularity, predicting the uptake for 5G would be
faster than for 4G.
"All countries and regions are preparing to build up (5G)
infrastructure right now...a lot of 5G phones will be introduced
and that created a higher percentage penetration rate," Wei
said.
This demand has helped TSMC offset a loss of orders from
Huawei after the U.S. imposed extensive restrictions on
sales to the Chinese telecommunications giant.
A U.S. proposal to also put Semiconductor Manufacturing
International Corp (SMIC) on the same trade blacklist
has caused some of the Chinese chipmaker's clients to
preemptively switch over to its Taiwanese rival, analysts have
said. ]
TSMC declined to comment on reports it had applied for a
U.S. licence to ship some products to Huawei. Asked about the
implications of restrictions on SMIC, executives just said they
were evaluating the impact on the semiconductor market.
Shares of TSMC have jumped about 36% so far this year,
giving it a market value of $414 billion.