TSMC's Revenue in January increased by 35.8% year-on-year, setting a new record for monthly revenue
On February 10, TSMC released its financial report showing that the company's January revenue reached NT$172.176 billion (equivalent to US$6.184 billion), an increase of 10.8% month-on-month and an annual increase of 35.8%. TSMC's revenue in December 2021 was approximately NT$155.382 billion, up 4.8% month-on-month and 32.4% year-on-year.
In terms of capital expenditure, TSMC pointed out at last month's french conference that capital expenditure will cost $30 billion in 2021 and is expected to be $40 billion to $44 billion in 2022. 70 to 80% of the expenditure is spent on advanced processes, 10% is spent on advanced packaging, and 10% to 20% is spent on special processes. In terms of long-term gross margin and process ratio, TSMC said that the gross profit margin will remain at 53% or more.
SMIC Zhao Haijun: The total production capacity of the three new projects has doubled after full production
On February 11, SMIC co-CEO Zhao Haijun said at the performance briefing: "The Shanghai Lingang project has broken ground in early 2022, and the two projects in Beijing and Shenzhen are steadily advancing, and production is expected to be put into operation by the end of 2022. SMIC will add 100,000 units of new monthly production capacity in 2021, equivalent to 8 inches, and the planned capacity increase in 2022 will be more than in 2021. When the three new projects are fully produced, the company's total production capacity will be doubled. ”
In 2021, SMIC achieved revenue of US$5,443.1 million, ranking fourth in the world and becoming the world's top four fastest-growing wafer foundries with a revenue growth rate of 39%.
3.5 billion yuan in 3 years! SMIC entered into a framework agreement with Datang Holdings on chip processing services
On February 11, SMIC announced that as the 2019 Framework Agreement expired on December 31, 2021 and the Company intends to continue its transactions, the Company announced that it would enter into a 2022 Framework Agreement with Datang Holdings on February 10, 2022 for a period of three years from January 1, 2022.
SMIC and Datang Holdings and its affiliates will conduct business cooperation, including but not limited to chip processing services.
According to the disclosure, the three-year transaction cap in the 2019 agreement is $20 million, $35 million and $48 million, respectively, and the actual number of completions is $9.9 million, $7.2 million and $25.5 million.
SMIC said that the total past revenue under the 2019 framework agreement was well below the upper limit for the whole year, mainly due to the business adjustment of Datang Holdings, which eliminated the need for SMIC to provide chip processing services during the corresponding period.
The expected ceilings under the 2022 Framework Agreement for the three years ended December 31, 2024 were raised to US$181 million, US$182 million and US$187 million, respectively, or US$550 million (approximately RMB3.5 billion) for three years.
The 3D Flash production line is contaminated
On February 10, Kiyoshi announced that since late January, some of the operations of the Yokkaichi plant and the Kitakami plant in Japan have been affected by production line pollution.
According to the Taiwan media "Economic Daily" report, the customer group of Jiaoxia responded that the company and Jiaoxia have signed an LTA (long-term supply contract), and in the priority supply guarantee contract, the supply has no impact.
Qunlian pointed out that the company's NAND supply sources are diversified, and has a long-term and stable cooperative relationship with each NAND original plant, and Qunlian will also pay close attention to the operation status and supply stability of NAND original factories to ensure that it meets the needs of global customers.
Pan Jiancheng, chairman of Qunlian, said that the highlights of nand storage market demand include game consoles, new handheld devices and niche applications of safe storage SSDs have been shipped one or two thousand pieces, which is expected to be a future trend, and is a highly confidential and protected product, which will help the gross profit of the price.