Solar power EPC net profit year-on-year jump into 9, 'the king of the wafer foundry' how to get to the next?

2%; 8%; 91%; $3. 5 billion, higher than

affected by the outbreak, more than the global semiconductor manufacturers business was a big shock, the outbreak to the effects of TSMC, however, seem to have little, performance is not obvious in the results.

according to TSMC wen-de huang, vice President and chief financial officer, said the 5 g smart phones and other products market growth puts forward more demand on high performance computing, during Q1, solar energy, advanced chip manufacturing technology, 16 nm and below) Brought the company a high revenue and 55% of wafer's revenues. Among them 7 nm shipments 35% of wafer's revenues.

domestic outbreak has been controlled, 5 g smartphones also once upon a time a few months & other; Cold pool & throughout; The counter attack. Ministry vice-minister xin guobin zone spreading mechanism of the State Council in recently told a news conference, as of March 26, China solar energy network, 5 g handset product type 76 model in our country, the cumulative shipments of more than 26 million units, of which 2020 shipments of more than 1300 units.

5 g phones agitation, domestic overseas is also so, 5 g handset shipments and synchronous drive chips related to growth. In the context of current global 5 g chip, qualcomm Xiao dragon X series processors, huawei haisi kirin, barone series processors, apple series A processor products such as all by TSMC foundry, 7 nm order continued.

according to Rio 墣 industry institute released in 2020 Q1 whole chip foundries revenue ranked Top 10, according to TSMC held the Top, & other; The king of the wafer foundry & throughout; Sportsmen, samsung, lattice core, umc, smic, tower, the world's advanced semiconductor, semiconductor, huahong semiconductor, high-tech, followed by eastern respectively in 2 ~ 10.

wen-de huang said the 2020 Q2 income is expected to maintain smooth, weak mobile products demand will be through continuous 5 g deployment and to balance the product release associated with HPC. Specific view, is expected to Q2 revenue between $10. 1 billion and $10. 4 billion ( 0 new Taiwan dollar exchange rate hypothesis) Gross margin is expected to between 50% and 52%, operating profit margin is expected to between 39% and 41%.

after citigroup global securities analysts believe that due to the outbreak raised the enterprise operational risk, or TSMC will cut capital spending in 2020 to $2 billion. 2 billion spending cuts is mainly aimed at 3 nm relevant business spending, solar equipment, because the production equipment are in short supply, TSMC cannot upgrade fabs production line of nm release date postponed for six months.

now, 7 nm TSMC process is close to full capacity, the solar energy grid, 5 nm process began to steady and orderly went according to plan, didn't receive too much influence.