News
 

Bookmark and Share

(1) 

Customers of Taiwan Semiconductor Manufacturing Company (TSMC) continued to rather aggressively migrate to newer process technology in the third quarter of 2009, the world’s largest contract maker of semiconductors revealed. It is noteworthy that TSMC’s revenue from 40nm wafers quadrupled in the third quarter and is now around 4%.

TSMC said that as demand outlook continued to improve, third quarter saw a solid growth in the demand for semiconductors across all major applications. Advanced process technologies (130nm and below) accounted for 67% of wafer revenues: 90nm process technology accounted for 18% of wafer revenues, 65nm for 31%, and 40nm exceeded 4% of total wafer sales (up from 1% in Q2 and up from 0.33% in Q1).

Potentially, substantial increase of 40nm wafer shipments means significant boost of 40nm chip supplies. As a result, graphics processing units that are made using 40nm fabrication process will gradually gain market share in calendar Q4 2009. Moreover, as ATI, graphics business unit of Advanced Micro Devices, and Nvidia Corp. ramp up their 40nm GPUs production at TSMC, the most advanced process technology will represent even higher portion of the chipmaker’s sales.

“Due to stronger demand for 40nm and 65nm technologies, TSMC 2009 capital expenditure is further raised and is expected to be around US$2.7 billion,” said Lora Ho, chief financial officer of TSMC. 

Process Technologies as Percentage of TSMC's Revenue in 2009

 

Q1

Q2

Q3

150nm+

35%

35%

33%

130nm/110nm

16.66%

13%

14%

90nm

25%

23%

18%

65nm/55nm

23%

28%

31%

40nm

0.33%

1%

4%

TSMC late on Wednesday announced consolidated revenue of NT$89.94 billion ($2.765 billion), net income of NT$30.55 billion ($939.277 million), and diluted earnings per share of NT$1.18 (US$0.18 per ADS unit) for the third quarter ended September 30, 2009. Gross margin for the quarter was 47.7%, operating margin was 35.6%, and net margin was 34%.

Year-over-year, third quarter revenue decreased 3.3% while net income decreased 0.1% and diluted EPS increased 0.3%. Compared to second quarter of 2009, third quarter results represent a 21.2% increase in revenue, an increase of 25% in net income, and an increase of 24.8% in diluted EPS. All figures were prepared in accordance with R.O.C. GAAP on a consolidated basis.

“For the fourth quarter, we expect the demand from computer related applications to grow strongly while communication related applications will take a pause after two consecutive quarters’ strong momentum, and consumer applications will decline following their seasonal pattern,” added Ms. Ho.

For Q4 2009 TSMC expects revenue between NT$90 billion ($2.767 billion) and NT$92 billion ($2.828 billion) and operating profit margin is expected to be between 35.5% and 37%.

Tags: TSMC, 40nm, Semiconductor, Business

Discussion

Comments currently: 1
Discussion started: 10/30/09 05:13:54 AM
Latest comment: 10/30/09 05:13:55 AM

[1-1]

1. 
Such a shame that they're having so many problems with 40nm...I'm sure yields will improve though.
0 0 [Posted by: GavinT  | Date: 10/30/09 05:13:55 AM]
Reply

[1-1]

Add your Comment




Related news

Latest News

Monday, April 14, 2014

8:23 am | Microsoft Vows to Release Xbox 360 Emulator for Xbox One. Microsoft Xbox One May Gain Compatibility with Xbox 360 Games

Tuesday, April 1, 2014

10:39 am | Microsoft Reveals Kinect for Windows v2 Hardware. Launch of New Kinect for Windows Approaches

Tuesday, March 25, 2014

1:57 pm | Facebook to Acquire Virtual Reality Pioneer, Oculus VR. Facebook Considers Virtual Reality as Next-Gen Social Platform

1:35 pm | Intel Acquires Maker of Wearable Computing Devices. Basis Science Becomes Fully-Owned Subsidiary of Intel

Monday, March 24, 2014

10:53 pm | Global UHD TV Shipments Total 1.6 Million Units in 2013 – Analysts. China Ahead of the Whole World with 4K TV Adoption

10:40 pm | Crytek to Adopt AMD Mantle Mantle API for CryEngine. Leading Game Developer Adopts AMD Mantle

9:08 pm | Microsoft Unleashes DirectX 12: One API for PCs, Mobile Gadgets and Xbox One. Microsoft Promises Increased Performance, New Features with DirectX 12

3:33 pm | PowerVR Wizard: Imagination Reveals World’s First Ray-Tracing GPU IP for Mobile Devices. Imagination Technologies Brings Ray-Tracing, Hybrid Rendering Modes to Smartphones and Tablets

2:00 pm | Nokia Now Expects to Close Deal with Microsoft in Q2. Sale of Nokia’s Division to Close Next Month