HandsetsHandset Components

Handset Components

TSMC: A Challenging 2023 Awaits

Available to Clients Only

This report is available to Strategy Analytics clients only. You can see the benefits of becoming a client here.

Already a client, login to download this report.

To discuss pricing options please contact our sales representative.
Contact Us

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   

For more information about our services please contact us or email support@strategyanalytics.com

Service Subscription

  • Access this report as part of a service subscription
  • Benefits of a service subscription:
    • Access to industry leading analysts
    • Both current and historical repository of research
    • Timely updates to forecasts, market share, market sizing, and trendsEtc.

Let's talk

Now you know a little about us, get in touch and tell us what your business problem is.
Inquiry / Message:

please enter captcha from left