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TSMC, TSMC First Half 2021 - Coggle Diagram

- - - - Platform company
        
        pioneered
        Pure-play foundry business model
  - - - High quality of technology skill and
        Human Resources
        
        Get INTEL’s Certified
  - - - Surplus dropped 95%
        
        Lay off employees
        
        Morris Chang back to manage TSMC
        
        2010 S1 earned $1.1 billionUSD
        
        Cost down
  - - - Lack of wafer during Covid-19
        
        USA & Japan government invite TSMC to set up the factory
        
        The world leader
        in building chips
- - - - Manufacturing chips requires technical support
    - - defect loss of the new product is about 5%
  - - - Avoid talents shortage
      - Enhance company competitiveness
    - - Get higher salary easier
      - More internship opportunities
  - - - TSMC's investment in 10 nanometer is about 700 billion
    - - If the development is slower than others, customers will not choose your product
- - - - Higher performance and usually higher frequencies
      - Power consumption
      - Heavier utilization and a higher percentage of dynamic power in the power envelope
- - - - Supply of raw materials
      - Mask manufacturing
      - Real-time production process monitoring
      - Wafer packaging testing
      - Reliability and performance
  - - - Altera
      - AMD
      - Broadcom
    - - Analog Devices
      - Freescale
      - NXP
- - - - the variance 2% can cause the stock to pull back
  - - - Decided to raise their budget upto 30 billion
        
        Impact
        
        Raising the capital budget can get positive response in stock market
  - - - Revenue are seasonal
        
        Revenue will be normal in 1st Quarter and revenue increase in 2nd half
  - - - Net profit margin is less
        
        Higher Operating Expense
        
        Spend more on selling, general and administration
- - - - Case level down
- - - - Construction
        June, 2021
        
        3,5B semiconductor fab
        with total cost $12B
        
        2024: Phrase 1 target
        20,000 5nm wafers
        
        Create job
        
        Support its ecosystem
        
        Support its operation
        
        will employ 1,600-1,900 new workers.
        
        Supplier LCY considers building a plant in Arizona
        
        The city of Phoenix economic impact is estimated to be $38B over the next 20 years
        
        The City Council commits to build roads, sidewalks, water infrastructure
      - Samsung+Intel
    - - Revenue contribution grew in 1st quarter
        
        Will invest $2.87B in Nanjing facility's 16nm and 28nm capacity.
        
        Their 28nm output in particular would be quite substantial, reaching 40,000 wafers a month by 2023.
      - After SMIC & Grace Semiconductor
    - - Proposal for building a plant in the Kumamoto
        
        Sony : leader in image sensor chips goes into mobile phone and iPad camera
    - - Customer volume : 10% of TSMC revenue
        
        Intel already in Dublin and likely to expand
  - - - Want to buy 3rd &4th
        place player
        GlobalFoundriesh
      - A flagship 3nm customer
        Compete with Apple, AMD, TSMC
    - - Good at 10nm & 7nm but
        has struggled with the 5nm & 3nm
    - - AT&T
        
        Want to buy -> fail
      - T-Mobile
        
        Might merge
      - Sprint
- - - - the chip shortage