Govt Tech Controls & Chip Slowdown

G. Dan Hutcheson
G. Dan Hutcheson
The Chip Insider®

TSMC’s Extraordinary Growth: What’s the problem?
TSMC had another extraordinary month in August: Year-over-Year sales growth of 47%. This was up from 41% in July. But down from 56% in May. And that’s in U.S. dollars, which has been unusually strong and has muted the growth in Taiwan dollars, which was 59%, 50%, and 65%, respectively, for August, July, and May. The strength of the U.S. dollar really isn’t a problem, since TSMC conducts its business in American currency. Turning back to U.S. dollars, TSMC’s average monthly growth this year has averaged 39%. This is well over two times the 16% average achieved for ICs. This is where two problems lie: One short-term and the other long-term. One is tactical and the other is strategic. The short-term tactical problem lies in inventory build… The long-term strategic problem lies in TSMC’s scale…

“The only thing we have to fear is...fear itself — nameless, unreasoning, unjustified terror which paralyzes needed efforts to convert retreat into advance” — Franklin D. Roosevelt’s 1933 inaugural address

Click here to get more information about Semiconductor Chip Market Research Services

TSMC’s Extraordinary Growth

Free Newsletter

Get the latest analysis of new developments in semiconductor market and research analysis.

Subscribers can view more articles in the TechInsights Platform.


You must be a subscriber to access the Manufacturing Analysis reports & services.

If you are not a subscriber, you should be! Enter your email below to contact us about access.

The authoritative information platform to the semiconductor industry.

Discover why TechInsights stands as the semiconductor industry's most trusted source for actionable, in-depth intelligence.