cyw60

tech follower and gamer

[cyw60 @cyw60]

@LIWEI_TWCapital codex ?

[cyw60 @cyw60]

Presumably asking if TSMC would invest in OAI / Ant, will TSMC consider investments in end end customers? => every company has different considerations and strategy. So far we don’t do these financial arrangements, status quo works.

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[cyw60 @cyw60]

TSMC 2Q showed same story: HPC strength, smartphone / auto below corp growth. IoT stood out +59% / +45% YoY 1Q/2Q, fastest growth in years (CC comments later below). Margins better QoQ on cost + UTR better, but come down lower 2H from 2nm ramp + overseas dilution....

[cyw60 @cyw60]

-TSM pricing philosophy vs Memory: “we don’t inc prices 4-5x, your customer cannot survive that kind of increases. We earn our value and make sure GPM enuf for LT sustainable expansion, TSM and customer both benefit. I’m jealous of 86% GPM, happy w/ 68% and being trust worthy”...

[cyw60 @cyw60]

@awakenowzone I’m not taking anything away from intel’s progress, LBT is amazing. But both statements are factually true

[cyw60 @cyw60]

@awakenowzone Suggest you read CC Wei’s last 4Q qtr comments entirely. He mentioned “formidable” and “don’t underestimate”

same words this Q

[cyw60 @cyw60]

“Two, we don't underestimate their progress. But are we afraid of it? For 30-some years, we're always in a competition with our competitor. So, no, we have confidence to keep our business grow as we estimated.”

(end of his comments during 4Q call)

[cyw60 @cyw60]

TSMC 1Q26 earnings showed broad-based strength in semis, 1Q rev +40% YoY, GPM grew to 66% on cost improvement, better utilization, FX. 2Q +10% QoQ and up further GPM 65.5-67.5%; 2H will see dilution from 2nm ramp and overseas expansions....

[cyw60 @cyw60]

“And so, after two to three years of preparation, you can design your product. Once you get your product being approved, it takes another one to two years to ramp it up.

So, we have a competitor, no doubt about it. That's formidable competitor. But first, it takes time.” (TBC)