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Author: Sravan Kundojjala
Publication Date: Jan 13 2023
Pages: 18
 Report Type: Insight, Word

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Handset Components

TSMC: A Challenging 2023 Awaits



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Report Summary:

TSMC's revenue decelerated in Q4 2022, and the trend will continue for the next two quarters. While favourable exchange rates helped, the company took a hit due to 7nm underutilization, driven by smartphone and PC customer inventories. 2023 will be a challenging year for TSMC on multiple fronts, including overseas fabs, 3nm and continued underutilization on 7nm. We analyze TSMC's growth drivers, outlook, business metrics, inventory trends, customer dynamics, revenue forecast and CapEx investments in this Insight.

Table of Contents

1. Executive Summary
2. Analysis
    2.1 Revenue Forecast 
    2.2 Segment Analysis and Metrics
    2.3 Wafer Shipments and CapEx Forecast 
    2.4 Process Node Dynamics and Roadmap   
    2.5 Overseas Fab Investments   
    2.6 Advanced Packaging   
    2.7 2023 Outlook and Previous Cycles   
3. Conclusions   
4. Recommended Reports   
5. Contact Us   


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