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TSMC Cuts CapEx as Inventory Concerns Surface

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Report Summary:

TSMC produced a record quarter in Q2 2022, driven by HPC , automotive and IoT demand, inflated wafer pricing, and favourable exchange rates. However, the company cut its CapEx due to equipment tool delays. We analyse TSMC's growth drivers, outlook, business metrics, fabless inventory, 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 2022 Outlook

    2.4 Wafer Shipments and CapEx Forecast

    2.5 Process Node Dynamics

    2.6 Roadmap

    2.7 Overseas Fab Investments

    2.8 Advanced Packaging

    2.9 Apple Dependency

3. Conclusions

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