Strong chip demand investment
Semiconductor foundry giant Taiwan Semiconductor Manufacturing Company (NYSE: TSM) released its fourth quarter earnings report on Wednesday evening. Compared with analysts ’forecasts, the company is often referred to as TSMC or TSMC. Its reported performance varies, but investors largely like what they see. TSMC shares rose 2.2% in early trading Thursday.
From a full-year perspective, TSMC's dollar-denominated revenue increased by 1.3% to US $ 34.6 billion. Annual earnings per share fell 4% to $ 2.15. Both indicators face 2.4% currency conversion resistance.
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The company has achieved steady revenue growth in the high-end market, such as high-end smartphone components, early products for 5G wireless standards, and high-performance computing chips using TSMC's advanced 7-nanometer manufacturing process. 7nm production accounted for 35% of total wafer revenue in the fourth quarter and 27% of annual sales. In the same period last year, the company ’s fourth-quarter sales revenue was 23%, compared with 9% for the full-year revenue.
According to records, chip giant Intel (NASDAQ: INTC) currently plans to release the first 7-nanometer chip produced by its own production line in 2021.
Looking ahead, TSMC expects its performance to exceed its typical seasonal pattern in the next few quarters. To support growing demand, Taiwan Semi is increasing its own infrastructure budget. In fiscal 2019, management is expected to spend approximately US $ 10 billion on capital expenditures. The final bill is $ 14.9 billion.
Significant performance improvements in 5G networks will drive the development of AI applications and unlock new use cases, such as real-time response and control across many different types of connected terminal devices, "Wei said." We think 5G is a multi-year trend , It will make a world of increasingly popular digital computing a reality, which will drive the growth of all four of our growth platforms in the coming years. "
The four growth platforms are mobility, high-performance computing, Internet of Things and automotive computing. All these terminal markets should benefit greatly from the 5G network, which will drive TSMC's business growth in the next few years.
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