Did chip production leadership boost TSMC’s January sales?
The sales lift at TSMC was so strong it suggests the foundry’s digital leadership at 7nm is allowing the company to take almost all the market and keep prices high, as Samsung and Intel struggle to compete and Globalfoundries is no longer a presence. Huawei paying a premium for wafers to help it stockpile chips may also be a contributory factor (see Huawei stockpiling chips, expecting tighter US sanctions).
TSMC’s January 2020 sales were NT$103.68 billion (about US$3.45 billion). This was up sequentially against seasonal norms, and up 32.8 percent compared with the weak month that was January 2019. In December TSMC’s monthly sales showed a more modest 15 percent increase.
At UMC sales in January 2020 were NT$14.09 billion (about US$469.3 million) up 19.5 percent compared with a year before. This is line with UMC’s annual sales climb of 17.4 percent in December 2019
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News articles:
Huawei stockpiling chips, expecting tighter US sanctions
Foundries end 2019 with a sales bang
TSMC to recruit 8,000 for 3nm push
TSMC maintains sales leap, heads for growth year
TSMC presses capex accelerator with $5 billion hike
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