TSMC recently announced its May revenue report, with consolidated revenue of 36.79 billion yuan, a slight decline of 1.1% from April, and an increase of 5.4% over the same period of last year. It accumulated revenue of 179.213 billion yuan in the first five months of this year. Compared with the same period last year, it increased by 11.4%. TSMC's total revenue in May and May was 73.917 billion yuan, not far from the fiscal target of 1090-1110 billion yuan. It is estimated that the second quarter results should be able to reach a smooth touchdown. In addition, in the second half of the year, TSMC’s growth in the second half of the year is still expected to benefit from the continued growth in demand for dual-core processors.

Taiwan Semiconductor Manufacturing Co., Ltd. said in its previous law that during the second quarter, under the assumption that the exchange rate of the Taiwan dollar against the US dollar was $29.03, the revenue would fall between RMB 109.10 trillion and RMB 11.10 billion. The increase would be 3.4-5.3% in the quarter, and the gross profit margin would be 45.5-47.5%. The benefit rate is 33.5-35.5%. The actual performance of the financial report, the second quarter of April consolidated revenue slipped 0.5% to 37.127 billion yuan, a slight decrease of 1.1% in May, Canada and the first two months of the second quarter revenue of 73.917 billion yuan, June camp With a scale of more than 35 billion yuan, the second quarter can reach fiscal targets.

In TSMC's Q2 product category, the demand for communications is lower than the seasonal level. In addition, TSMC's expansion target for this year is positive. It is expected that the overall production capacity in the second quarter will grow by 8% to 3.32 million pieces, of which 8 wafers will be processed, of which 12 The increase in production capacity will reach 10%, which will also result in a decline in capacity utilization in the second quarter. The gross profit margin in the second quarter will be affected.