Kicky
: Moodys Beurteilung der Finanzsituation v.TSMC
"Moody's schätzt, dass der Umsatz von TSMC von NTD1,34 Billionen im Jahr 2020 um 20% auf NTD1,61 Billionen ($56,4 Milliarden) im Jahr 2021 steigen wird. Das solide Umsatzwachstum von TSMC wird durch die starke Nachfrage nach seinen fortgeschrittenen Knoten (7-Nanometer-Chips und darunter) unterstützt, einschließlich seiner 7-Nanometer- und 5-Nanometer-Chips, die vor den Wettbewerbern eingeführt wurden und als die fortschrittlichsten Knoten in der Branche erhebliche Marktanteile gewonnen haben. Anwendungen im Zusammenhang mit der 5G-Mobilfunktechnologie und High-Performance-Computing werden die Anreicherung von Halbleiterinhalten vorantreiben und die Nachfrage nach den fortschrittlichen Technologien von TSMC erhöhen. Moody's schätzt außerdem, dass die bereinigte EBITDA-Marge des Unternehmens von einem starken Niveau von 68,6 % im Jahr 2020 leicht auf etwa 67 % im Jahr 2021 sinken wird, getrieben durch die Einführung der 5-Nanometer-Technologie, die in der frühen Produktionsphase eine schwächere Bruttomarge aufweist.
Moody's erwartet, dass das Unternehmen in den nächsten zwei Jahren eine starke Netto-Cash-Position beibehalten wird, die ihm einen starken Puffer gegen die Zyklizität der Branche und für die Geschäftsexpansion bieten wird. Der starke Cashflow aus dem operativen Geschäft wird die Investitionen teilweise finanzieren, wobei die bereinigte Netto-Cash-Position von NTD421 Mrd. im Jahr 2020 auf rund NTD240 Mrd. im Jahr 2021 sinken dürfte. Moody's erwartet außerdem, dass die bereinigte Verschuldung/EBITDA von TSMC in den nächsten zwei Jahren von 0,4x im Jahr 2020 auf 0,5x ansteigen wird, ....Dies wird teilweise durch höhere Gewinne ausgeglichen. Diese starken Finanzkennzahlen positionieren TSMC angemessen in der Ratingkategorie Aa3.
Kicky
: Chipmangel belastet Big-Tech-Gewinne nicht bisher
"Auch bei den größten Technologieunternehmen läuft nichts ohne Chips. Ihre herausragende Stellung bietet ihnen jedoch zumindest im Moment einen gewissen Schutz vor dem Mangel an Halbleiterprodukten, von dem andere Branchen betroffen sind....Apple, Microsoft, Amazon.com, Facebook und Google/Alphabet ...Dennoch wird nicht erwartet, dass die Engpässe bei der Chipproduktion, die Branchen wie die Automobilindustrie plagen, die Ergebnisse der Big Techs für das März-Quartal bereits belasten. Laut Konsensschätzungen von Factset wird für die fünf vorgenannten Unternehmen im Berichtsquartal ein starkes zweistelliges Wachstum sowohl des Umsatzes als auch des operativen Ergebnisses erwartet, ..... Der Bau neuer Chipfabriken nimmt jedoch zwei bis drei Jahre in Anspruch. Taiwan Semiconductor teilte außerdem mit, dass einige seiner wichtigsten neuen Werke erst 2023 in Betrieb gehen werden. Der CEO von TSMC, C.C. Wie, geht deshalb davon aus, dass die Kapazitätsengpässe dieses und nächstes Jahr noch fortbestehen werden. https://ch.marketscreener.com/boerse-nachrichten/...-nicht--33000587/
"...Wei announced good news: "The supply situation in the automotive chip sector will ease a lot in the coming quarter."This is because TSMC had already decided in January to give top priority to the production of automotive chips and adjusted its wafer capacity accordingly. "However, the situation worsened because of the impact of the snowstorms in Texas and because of a fire at a fab in Japan," C.C. Wei said.
It should also be noted that the automotive supply chain is long and complex: from chip production to car production takes at least 6 months, with many intermediate steps and many companies involved. In the first quarter of 2021, TSMC generated 4 percent of its revenue from automotive ICs. Chips for use in smartphones, on the other hand, accounted for 45 percent followed by high-performance computing at 35 percent and IoT at 9 percent. However, the share of automotive chips skyrocketed 31 percent in the first quarter, followed by HPC (14 percent). Smartphone chip share fell 11 percent. ICs manufactured using 7-nm processes accounted for the largest share of sales in the first quarter of 2021. 5-nm ICs already account for a 14 percent share...."
Taiwan still leads the US and China in chipmaking, but it would be difficult for another local company to duplicate the success of Taiwan Semiconductor Manufacturing Co , the firm’s founder, Morris Chang said on Wednesday. Speaking at a seminar on Taiwan’s competitiveness in chip production, the 89-year-old Chang said that Taiwan’s talent pool of quality engineers, technicians and factory workers is the main reason it has excelled in the semiconductor foundry business. Another factor is Taiwan’s transportation network, which allows large and quick transfers of personnel in the country, he said at the seminar hosted by the Economic Daily News. Chang, who retired from TSMC in 2018, also lauded the company’s professional managers, ..... https://www.taipeitimes.com/News/biz/archives/2021/04/23/2003756176
ein anderer Grund ist auch die preiswertere Herstellung in Taiwan verglichen mit USA
Höhepunkte des Tages: TSMC sieht eine starke Nachfrage nach 5-nm-Prozessen TSMC erhöht die 5-nm-Chipleistung TSMC wird seine 5-nm-Chip-Produktion steigern und sie laut Branchenangaben ab dem zweiten Quartal bis Ende dieses Jahres auf bis zu 150.000 Wafer pro Monat skalieren. https://www.digitimes.com/news/a20210422VL200.html
Höhepunkte des Tages: TSMC erweitert Kapazitäten in China TSMC erweitert Kapazität für 28-nm-Prozess in China Fab : Der Verwaltungsrat von TSMC hat ein Budget von rund 2,89 Milliarden US-Dollar für die Installation ausgereifter Technologiekapazitäten genehmigt, teilte die reine Gießerei am 22. April mit. https://www.digitimes.com/news/a20210423VL201.html
von seltenen Autochips in China The investment, TSMC's first in Mainland China since 2015, will install new production lines at the existing facility in Nanjing. TSMC hopes to begin limited production with the new facilities by H2 2022. The 28nm lines are expected to begin mass production in 2023. Nikkei Asian Review estimates that the new lines will have a monthly production capacity of 40,000 wafers.... https://seekingalpha.com/news/...eed_news_all&utm_medium=referral
Kicky
: Apple s M2 silicon reportedly enters mass producti
https://seekingalpha.com/news/...eed_news_all&utm_medium=referral "Apple's (NASDAQ:AAPL) next-generation in-house silicon has reportedly entered mass production at foundry partner TSMC (NYSE:TSM) that could appear in MacBook laptops launching in the second half of the year. Nikkei Asia sources say the chipsets, tentatively named M2, could start shipping as early as July...."
Kicky
: TSMC Kundennachfrage nach Chips wird im Juni
befriedigt werden können Taiwan Semiconductor Manufacturing Co Ltd expects to meet the minimum semiconductor chip requirement of its clients before the end of June, the company’s CEO Mark Liu told CBS News on Sunday. https://www.benzinga.com/news/21/05/20909004/...s-chip-demand-by-june
https://www.cbsnews.com/news/...-chip-shortage-60-minutes-2021-05-02/ "....Mark Liu: We heard about this shortage in December timeframe. And in January, we tried to squeeze as more chip as possible to the car company. Today, we think we are two months ahead, that we can catch up the minimum requirement of our customers. Before the end of June.
Lesley Stahl: Are you saying that the shortage in chips for cars will end in two months?
Mark Liu: No. There's a time lag. In car chips particularly, the supply chain is long and complex. The supply takes about seven to eight months....."
TAIPEI, May 4 (Reuters) - Taiwan Semiconductor Manufacturing Co Ltd (TSMC) is planning to build several more chipmaking factories in the U.S. state of Arizona beyond the one currently planned, three people familiar with the matter told Reuters.....Three sources familiar with the matter, speaking on condition of anonymity as they were not authorised to speak to the media, told Reuters that up to five additional fabs for Arizona are being planned.
The initial fab is relatively modest by industry standards, with a planned output of 20,000 wafers - each of which contains thousands of chips - every month using the company’s most sophisticated 5 nanometre semiconductor manufacturing technology..... One person with direct knowledge of the matter told Reuters the expansion was in response to a request from the U.S., but declined to provide further details. https://www.reuters.com/article/tsmc-usa/...ant-sources-idUSL4N2MM190
https://asia.nikkei.com/Spotlight/The-Big-Story/...ipmaking-champions https://californianewstimes.com/...ans-for-chip-self-reliance/316906/ China is primarily implementing secret strategies for chip independence. A case study of Yangtze Memory Technologies, one of China’s leading semiconductor companies, reveals Beijing’s determination to reduce its reliance on US suppliers. Key Point: Once a month, senior executives from Yangtze Memory Technologies, also known as YMTC, fly to Beijing for a meeting with China’s top economic management agencies. Part of the focus is on programs aimed at separating Chinese companies from US technology.
"The Labor Ministry of Taiwan has told local recruiters to remove all listings for jobs in China, especially those in critical industries such as semiconductors, Nikkei Asia reported on Friday. The labor ministry banned recruitment platforms and headhunters from helping or representing any company hire individuals for work in mainland China,
Why it matters: The island is a hot destination for Chinese firms to hire chip talent. Taiwan is home to companies like Taiwan Semiconductor Manufacturing Company (TSMC), the world’s largest contract chipmaker; and smartphone chip designer MediaTek, a major rival to Qualcomm. The China Semiconductor Industry Association (CSIA), an industry body backed by China’s Ministry of Industry and Information Technology, estimated that the industry faces a shortfall of around 220,000 skilled workers as of the end of 2020." https://technode.com/2021/04/30/...from-sending-chip-talent-to-china/
Kicky
: TSMC Nanjing Plant Heightens Tension between China
and Taiwan https://www.businesskorea.co.kr/news/articleView.html?idxno=66450 "....TSMC plans to invest an additional US$2,887 million in its Nanjing plant to expand its 28-nm semiconductor production lines and increase the supply of automotive semiconductors. However, neither China nor Taiwan is welcoming the move. Hong Kong's South China Morning Post (SCMP) reported that TSMC's investment plan is ratcheting up tension between the two sides. "TSMC is going to dump 28-nm process semiconductor products in China," a Chinese IT expert said. "This will pose a threat to Chinese semiconductor companies."
https://app.quotemedia.com/data/...1&ref=115853610&CK=1046179 May 10, 2021 – TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for April 2021: On a consolidated basis, revenue for April 2021 was approximately NT$111.32 billion, a decrease of 13.8 percent from March 2021 and an increase of 16.0 percent from April 2020. Revenue for January through April 2021 totaled NT$473.73 billion, an increase of 16.5 percent compared to the same period in 2020......
Pat Geisinger mit CBS Lesley Stahl in der Fabrik da könnnen auch die 50 Milliarden Subsidies so schnell nix dran ändern .Geisinger gibt zu sie brauchen mehrere Jahre https://www.cbsnews.com/news/...-chip-shortage-60-minutes-2021-05-02/ "...Pat Gelsinger: Well, they're pretty happy to buy from some of the Asian suppliers. Actually, they don't always have a choice. For chips with the tiniest transistors – there is no "made in the U.S." option. Intel currently doesn't have the know-how to manufacture the most advanced chips that Apple and the others need. ... Lesley Stahl: They're ahead of you on the manufacturing side. Pat Gelsinger: Yeah. Lesley Stahl: Considerably ahead of you. Pat Gelsinger: We believe it's gonna take us a couple of years and we will be caught up. ... Gelsinger is making big bets: breaking ground on two new giant fabs in Arizona, costing $20 billion; Intel's largest investment ever. And he'll announce this week a three and a half billion dollar upgrade of this fab in New Mexico. But TSMC is a manufacturing juggernaut worth over a half a trillion dollars. ..."
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