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Do we think it will be more of a typical cycle such as in 2015 or 2019?
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2022 Q2
29 Aug 22
The inventory correction maybe go for a few quarters, through the first half of 2023. It's not like a big down cycle back in 2008 or something like that.
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2022 Q2
29 Aug 22
you will expand your mature node that specialized capacity by 50%, 50, in the next three years
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2022 Q2
29 Aug 22
50% is in specialty technologies capacity
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2022 Q2
29 Aug 22
closer to the lower end of the guidance of TWD 40 billion to TWD 44 billion
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2022 Q2
29 Aug 22
Our 2-nanometer technology will be the most advanced semiconductor technology in the industry in both density and energy-efficient when it is introduced
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2022 Q2
29 Aug 22
Our N2 technology development is on track and progressing well to our expectation, with risk production schedule in 2024 and volume production in 2025.
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2022 Q2
29 Aug 22
Our N3 is on track for volume production in second half of this year
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2022 Q2
29 Aug 22
we expect some of our CapEx this year to be pushed out into 2023.
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2022 Q2
29 Aug 22
We reiterate our long-term revenue to be between 15 and 20 CAGR over the next several years in U.S. dollar terms.
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2022 Q2
29 Aug 22
While the device unit growth of many electronics device may be flattish to low single-digit percentage range, in the next several years, the silicon content growth will be higher
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2022 Q2
29 Aug 22
our full year growth to be mid-30% in U.S. dollar terms.
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2022 Q2
29 Aug 22
our customers' demand continues to exceed our ability to supply.
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2022 Q2
29 Aug 22
while we observe softness in consumer end market segment, the end market segments such as data center and automotive-related remains steady.
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2022 Q2
29 Aug 22
due to the softening device momentum in smartphone, PC and consumer end market segments
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2022 Q2
29 Aug 22
expect inventory level to reduce throughout the second half 2022
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2022 Q2
29 Aug 22
Starting in 2023, we will see the expiration of certain tax exemptions in Taiwan
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2022 Q2
29 Aug 22
we continue to believe a long-term gross margin of 53% and higher is achievable.
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2022 Q2
29 Aug 22
a slightly more favorable exchange rate assumption will be more than offset by higher inflationary costs, including higher raw material and electricity costs.
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2022 Q2
29 Aug 22
our guidance was based on exchange rate assumption of $1 to TWD 28.8 whereas the actual second quarter exchange rate was $1 to TWD 29.42. This created about 90 basis point difference in our actual second quarter gross margin versus our original guidance.
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2022 Q2
29 Aug 22