Abaningi bebewulindele ngabomvu umbiko wekota we-TSMC, njengoba ungakhombisa ukushintshashintsha kwesidingo sezingxenye ze-semiconductor. Le nkampani ayigcinanga nje ngokukwazi ukushaya izilinganiso zemali engenayo kwikota yokuqala, kodwa futhi ikhiqize umbono omuhle ngekota yesibili.
Ngokwemiphumela yekota yokugcina, imali engenayo ye-TSMC $10,31 billion, okuyi-$120 million ephakeme kunalokho obekulindelwe. Ukukhula kwemali engenayo yonyaka kube ngama-45,2%, kanti ukwehla okulandelanayo akuzange kudlule u-0,8%. Izinga lenzuzo ngekota yokuqala lifinyelele ku-51,8%, izinga lenzuzo yokusebenza - 41,4%, kanti isilinganiso senzuzo yonke - 37,7%.
Ngokusho kwe-TSMC CFO Wendell Huang, ukwehla ngokwesiko kwemali engenayo ngekota yokuqala kucishe kwagwenywa ngenxa yokwanda kwesidingo sezingxenye zamakhompiyutha asebenza kahle kakhulu nama-smartphones asekela amanethiwekhi e-5G. Ngokuvamile, phakathi nekota, imali engenayo evela ekuthengisweni kwezingxenye zama-smartphone yehle ngo-9%, ngakho ingxenye yamadivayisi we-5G ayikwazanga ukumelana nokuthambekela okuvamile. I-TSMC ithole u-49% wesamba semali engenayo ekuthengisweni kwezingxenye zama-smartphones ngekota yokuqala, nakuba lesi sibalo sifinyelele ku-53% kwikota edlule. Ngakolunye uhlangothi, ngonyaka odlule lesi sabelo asizange sidlule i-47%, ngakho-ke esikhathini esimaphakathi i-TSMC ikhulisa ukuthembela kwayo emakethe ye-smartphone.
Isabelo semikhiqizo engu-7nm emalini engenayo yahlala isezingeni lekota edlule - 35%. Inqubo yesibili ethandwa kakhulu kwezobuchwepheshe yi-16 nm ene-19% yemali engenayo, kodwa isabelo sobuchwepheshe be-28 nm uma kuqhathaniswa nonyaka sehle sisuka ku-20% saya ku-14%. Imithombo yezimboni ichaza lokhu ngokuthi isidingo sezingxenye ze-automotive electronics kanye nabathengi, eziningi zazo ezikhiqizwa kusetshenziswa ubuchwepheshe be-28nm, siyehla. Lokhu bekungelona iqiniso ngokuphelele kwikota yokuqala, njengoba imali yabathengi be-TSMC ye-electronics yeqe ngamaphesenti angama-44 ngokulandelana.
Ngekota yesibili, i-TSMC ilindele ukuthi imali engenayo ihlale ku-$10,1 billion kuya ku-$10,4 billion kanye nemingcele yenzuzo ebangeni lama-50% kuya ku-52%. Ngokusho kwe-CFO yenkampani, ukwehla kwesidingo sezingxenye zama-smartphones kuzoxazululwa ukukhula kwesidingo engxenyeni yamakhompiyutha asebenza kahle kakhulu kanye nezixazululo ze-5G.
Source: 3dnews.ru