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TSMC: Inventory Correction Looms

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Report Summary:

TSMC delivered yet another stunning quarter in Q3 2022, driven by smartphone and IoT segments, firmer wafer pricing, and favourable exchange rates. However, the looming inventory correction and equipment delays forced the company to cut the CapEx further.  We analyse 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 2022 Outlook
   2.4 Wafer Shipments and CapEx Forecast
   2.5 Process Node Dynamics and Roadmap    
   2.6 Overseas Fab Investments
   2.7 Advanced Packaging
3. Conclusions
3. Recommended Reports
3. Contact

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