RF&Wireless射频及无线元器件

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Author: Sravan Kundojjala
Publication Date: 4月 22 2022
Pages: 14
Report Type: Insight, Word

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射频及无线元器件

TSMC Delivers Despite Demand Concerns



Report Summary:

TSMC benefitted from wafer price increases, HPC momentum, milder smartphone seasonality, automotive recovery, and favourable exchange rates to produce a record-breaking quarter in Q1 2022. We analyse TSMC's growth drivers, outlook, business metrics, 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
3. Conclusions

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