Ua loaʻa iā TSMC $ 10,31 biliona i ka loaʻa kālā i ka hapaha hope a hoʻolālā e hana hou i kēia hapaha

Nui ka poʻe e kali nui ana i ka hōʻike hapaha makahiki TSMC, no ka mea hiki iā ia ke hōʻike i ka dynamics o nā loli i ke koi no nā ʻāpana semiconductor. ʻAʻole hiki i ka ʻoihana ke lanakila wale i nā kuhi kālā i ka hapaha mua, akā ua hana pū kekahi i kahi manaʻo maikaʻi no ka hapaha lua.

Wahi a nā hopena o ka hapaha hope, loaʻa kālā TSMC he 'āpana $10,31 biliona, ʻo ia ka $120 miliona kiʻekiʻe ma mua o ka mea i manaʻo ʻia. ʻO ka ulu kālā makahiki he 45,2%, ʻoiai ʻaʻole i ʻoi aku ka emi ʻana o ka sequential ma mua o 0,8%. ʻO ka uku uku no ka hapaha mua i hōʻea i 51,8%, ka uku hana - 41,4%, a me ka uku kālā - 37,7%.

Wahi a TSMC CFO Wendell Huang, ua aneane pale ʻia ka emi ʻana o ka loaʻa kālā no ka hapaha mua ma muli o ka piʻi ʻana o ka noi no nā ʻāpana no ka hoʻokūkū hana kiʻekiʻe a me nā kelepona e kākoʻo ana i nā pūnaewele 5G. Ma ka laulā, i ka hapaha, ua emi mai ka loaʻa kālā mai ke kūʻai aku ʻana i nā ʻāpana no nā smartphones e 9%, no laila ʻaʻole hiki i ka ʻāpana o nā polokalamu 5G ke pale i ke ʻano maʻamau. Ua loaʻa iā TSMC ka 49% o ka loaʻa kālā mai ke kūʻai ʻana i nā ʻāpana no nā smartphones i ka hapaha mua, ʻoiai ua hōʻea kēia helu i ka 53% i ka hapaha mua. Ma ka ʻaoʻao ʻē aʻe, i hoʻokahi makahiki i hala aku nei ʻaʻole i ʻoi aku kēia kaʻina ma mua o 47%, no laila i ka wā waena TSMC ke hoʻonui nei i kona hilinaʻi ʻana i ka mākeke kelepona.

ʻO ka mahele o nā huahana 7nm i ka loaʻa kālā i noho ma ka pae o ka hapaha mua - 35%. ʻO ka lua o ke kaʻina hana ʻenehana kaulana loa ʻo 16 nm me 19% o ka loaʻa kālā, akā ʻo ka hapa o ka ʻenehana 28 nm i ka hoʻohālikelike makahiki i emi iho mai 20% a 14%. Hōʻike nā kumu ʻoihana i kēia ma ka ʻōlelo ʻana i ka emi ʻana o ka noi no nā ʻenehana kaʻa a me nā mea kūʻai aku, ka nui o ia mau mea i hana ʻia me ka ʻenehana 28nm. ʻAʻole ʻoiaʻiʻo loa kēia i ka hapaha mua, no ka mea, ua lele ka loaʻa kālā uila o TSMC i ka 44% ma ke kumu sequential.

No ka lua o ka hapaha, ke manaʻo nei ʻo TSMC e loaʻa ka loaʻa kālā ma waena o $ 10,1 biliona a i $ 10,4 biliona a me nā palena kālā ma waena o 50% a 52%. Wahi a ka CFO o ka ʻoihana, ʻo ka emi ʻana o ka noi no nā ʻāpana no nā smartphones e hoʻopau ʻia e ka ulu ʻana o ka noi ma ka ʻāpana o ka computing kiʻekiʻe a me nā hopena 5G.

Source: 3dnews.ru