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TSMC, G5 (IPCM3_Emily, IBS_Hulan_June, IBS1_Joseph, IBS1_Ellie, IBS1_Annie…
TSMC
Morris Chang
Origin of TSMC
Big transformation in semiconductor industry
Share the manufacturing facilities
Pioneering work is the strategy of semiconductor manufacturing.
They decide they would be a platform company
technology matters
capacity matters
pricing matters
delivery commitments matters
Tremendous impact of TSLCEs
Platform was seen as a solution for the problem happened.
Real successful company
good sales marketing
Gross margin
Know what is needed ＆wanted
To choose the right way to study in
Well known worldwide for transforming the semiconductor industry
Lower costs for many companies and resulted in a wave of creativity and innovation
people can start a company designed to designed semiconductor chips
TSMC's core value is absolutely a study in industrial revolution
Company launched
government be the largest investor
Morris Chang get the other 50%
written letter
Intel TI Toishiba Hitschi Sony Phillips
only interest
Phillips
invest 28%
48%Taiwan government
28% Phillips
23% 12 or 13 companies
affect Morris’s leadership style
Interest in English and Chinese
Arts
amenities at Harvard
Future of TSMC
begun construction Arizona fab
will join Samsung & Intel
will employ 1,600-1,900 new workers
American Continent
2nd half of 2022
Phase 1
20,000 5nm wafers by 1Q 2024
38$ billion over the next 20 years.
beome 1 of the largest single foreign investments in Arizona history
thousands of additional jobs
support its ecosystem & operation
Nikkei Asia Times
TSMC muiling proposal for building plant
Kumamoto
Sony has a plant
TSMC agree built 190 million R&D
Tokyo
TSMC did joint venture to create SSMC
Singapore
run WaferTech LLC out in American northwest
Sony expanding capacity
year 2021
Nagasaki
TSMC revenue contribution from China grew from 1/4
TSMC invest 2.87 billion
expand Nanjing's facility's 16nm & 28nm capacity
28nm output substantial
2 more items...
Q&A
What Morris vision for MEMS for tsmc
The Next General Big Thing
Whether tsmc can standardize MEMS the way it did for CMOS technology
Create the standardized Platform
Collaborate with each companies as they came along
First Half 2021
Financial Results
Gross margins
down
2Q 2021 they are 50%
In 1Q 2021 they are 52%
company made 53%
2% not a lot but enough cause the stock to pull back
Capital expenditures
Raise 2021 Budget
30$ billion
spent 14.8$ billion
Revenue
net revenues are up 28% year over year
2% quarter over quarter
Revenues are seasonal. First half usually being a little soft
Aim
This all impact is due to a stronger Taiwan dollar
"5nm dilution "
more customers to use
this node in the future
Real Situation
Net Profit margin: Down
Due to lower gross margins
Higher operating expenses
The Company spending more on selling, general & administration
2Q 2021
selling 7nm & 5nm
w/ large scale production
It was necessary for Apple
so Apple became single most important customer
together begin assembling iPhones for a September
Covid-19
TSMC has done a lot for Taiwan's people
w/ Foxconn
bought 10 million vaccine doses
from German company BioNTech
advise give to the student
learn and think both are important
G5
IPCM3_Emily
IBS_Hulan_June
IBS1_Joseph
IBS1_Ellie
IBS1_Annie
IBS1_Chloe
1980s
50%