Taiwan Semiconductor

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Taiwan Semiconductor Manufacturing Company's latest quarterly report shows that in terms of revenue, TSMC's income fell to $16.72 billion in the quarter, a year-on-year decrease of 4.8%; TSMC's gross margin for the first quarter of 2023 was 56.3%, which, although exceeded the upper limit of the guidance range (53.5-55.5%), saw a nearly 6 percentage point decline compared to the previous quarter. In addition, TSMC's guidance for the second quarter suggests that the situation is worsening, with the median forecast dropping to $15.6 billion, a year-on-year decrease of 14.6%.

Some analysts believe that with the semiconductor downturn, TSMC cannot escape the cyclical fluctuations. The current revenue and gross margin retreating from their peaks can only be described as expected during a cyclical downturn. What do you think?

Taiwan Semiconductor Manufacturing Company's latest quarterly report shows that in terms of revenue, TSMC's income fell to $16.72 billion in the quarter, a year-on-year decrease of 4.8%; TSMC's gross margin for the first quarter of 2023 was 56.3%, which, although exceeded the upper limit of the guidance range (53.5-55.5%), saw a nearly 6 percentage point decline compared to the previous quarter. In addition, TSMC's guidance for the second quarter suggests that the situation is worsening, with the median forecast dropping to $15.6 billion, a year-on-year decrease of 14.6%. Some analysts believe that with the semiconductor downturn, TSMC cannot escape the cyclical fluctuations. The current revenue and gross margin retreating from their peaks can only be described as expected during a cyclical downturn. What do you think?

How to view TSMC's Q1 report with multiple key indicators deteriorating?

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