TSMC (TSM.US; 2330.TT): The Outlook Is Positive in 2Q22, and Wafer Price Lift Is Not Decided Yet.
We expect TSMC will grow ~4.7% QoQ in 2Q22, and the revenue/GM/OPG is around US$17.7bn/55.1%/43.8%. TSMC 4/5nm capacity will be ready for 150k/month within 4Q22.
397 Views08 Apr 2022 10:26
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Patrick Liao
Taiwan Tech Focused Senior Analyst
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