136 annotations
NT$13.9 billion of acquisition.
USD 463M
6-K
22 Feb 23
1.75%
Very good coupon rates on TSM debt!
6-K
25 Nov 22
C.C. Wei
C.C. Wei pledged 1.6M shares of 6.5M shares total
6-K
25 Nov 22
The changes in the shareholdings of TSMC board of directors, executive officers and shareholders who own more than 10% of total outstanding common shares of TSMC:
All directors, executive officers and larger shareholders (insiders) added to their positions.
6-K
25 Nov 22
what's the impact from this new restriction to TSMC and overall industry?
(No comment added)
Transcript
2022 Q3
17 Oct 22
current liabilities decreased by NT$38 billion, mainly due to the decrease of NT$116 billion in short term loans, partially offset by the increase of NT$70 billion in accrual liabilities and others. Long-term interest bearing debt increased by NT$88 billion mainly as we raise NT$60 billion of corporate bonds during the quarter.
(No comment added)
Transcript
2022 Q3
17 Oct 22
there are depreciation newly going into the depreciation table and also there are depreciation coming off of the depreciation table.
(No comment added)
Transcript
2022 Q3
17 Oct 22
depreciation that was down in Q3, down year-over-year and Q-over-Q. And this is despite the fact that CapEx was up 65% in 2021. Does that have anything to do with tool optimization?
(No comment added)
Transcript
2022 Q3
17 Oct 22
our supply chain inventory will peak in third quarter this year
(No comment added)
Transcript
2022 Q3
17 Oct 22
We have said half of it is related to tool delivery and the other half is capacity optimization for the midterm demand outlook.
(No comment added)
Transcript
2022 Q3
17 Oct 22
we're tightening up our capital budget. And it relates to the whole capacity. It's including tools, including the other stuff within the CapEx. Yes, and it's mainly N7.
(No comment added)
Transcript
2022 Q3
17 Oct 22
N2
(No comment added)
Transcript
2022 Q3
17 Oct 22
we are going to have a mass production introduced in 2025
(No comment added)
Transcript
2022 Q3
17 Oct 22
3-nanometer and the tool shortages
(No comment added)
Transcript
2022 Q3
17 Oct 22
it's more broad based because of our demand is high -- and certainly, the photo lithography tool is included and one of the most important one.
(No comment added)
Transcript
2022 Q3
17 Oct 22
For share buyback, at this moment, we are not considering it. We think our cash on hand will be better kept to invest in our capital expenditure to make a better return for our shareholders.
(No comment added)
Transcript
2022 Q3
17 Oct 22
even with all these cost challenges, we believe our structural profitability can be maintained, and we are confident to deliver a long-term gross margin of 53% and higher.
(No comment added)
Transcript
2022 Q3
17 Oct 22
As to the dilution from N3, it will be between 2 to 3 percentage points on a whole year basis on our gross margins.
(No comment added)
Transcript
2022 Q3
17 Oct 22
For full year depreciation for next year, it's too early to talk about that. But this year is mid-single-digit increase year-on-year. But next year, we expect it will likely to be meaningfully higher.
(No comment added)
Transcript
2022 Q3
17 Oct 22
the inventory correction were likely see its biggest impact sometimes in the first half 2023.
(No comment added)
Transcript
2022 Q3
17 Oct 22