Taipei, Sunday, July 27, 2014 03:34 (GMT+8)
mostly cloudy
Taipei
28°C
TSMC has no good reason to accept investment from particular clients, says Digitimes Research - related company info
Jessie Shen, DIGITIMES, Taipei [Thursday 30 August 2012]
  • Taiwan Semiconductor Manufacturing Company
  • TSMC chairman Morris Chang shows 300mm wafer technology at SemiTech Taiwan Semiconductor Manufacturing Company Limited (TSMC), established in 1987 with its headquarters and main operations located in the Hsinchu Science Park in Hsinchu, Taiwan, is best known for dedicated semiconductor foundry business, which is the manufacturer of integrated circuits (ICs) for customers based on their own or third parties' IC designs. 

    The company offers a range of wafer fabrication processes, including embedded non-volatile memory process, embedded dynamic random access memory (DRAM) process, mixed signal/ radio frequency (RF) process, high voltage process, complementary metal-oxide semiconductor (CMOS) image sensor process, color filter process, micro electro-mechanical system (MEMS) process and silicon germanium process, among others.

    The Company's chips are used in computer products, communications products and consumer electronic products. Various fabless high-tech companies such as Qualcomm, Altera, Broadcom, Conexant, Marvell, NVIDIA, and VIA are customers of TSMC.

  • Performance
    The company's stock price closed at NT$125 on the TSE on Thursday, July 24, 2014.
    The company has reported consolidated revenues of NT$60,344 million for June 2014, representing a 0.7% drop on month and 11.7% increase on year.
    For the first quarter of 2014, the company totaled NT$148,215 million in consolidated revenues, up 1.7% sequentially and up 11.7% on year.
    Brief

    Full name: Taiwan Semiconductor Manufacturing Company

    Chinese name: 台灣積體電路製造股份有限公司

    Short name: TSMC

    Arconym: TSMC

    Stock code: 2330

    Country: Taiwan

    Tax ID: 22099131

    Market: TSE

    Established: 21 Feb 1987

    Paid in capital: NT$259.29 billion

    Listed on TSE: 5 Sep 1994

    Website: www.tsmc.com

  • On display
  • Latest stock
    TSMC [2330] historical stock price (NT$)
    DateVolume (k)TransactionsValueOpenHighLowCloseChangeAskBid
    25-Jul 31,348 11,357 3,869,770,034 124.50 125.00 122.50 123.00-2.00-1.60% 123.00 122.50
    24-Jul 65,681 12,533 8,188,321,375 124.50 125.00 124.00 125.00+0.50+0.40% 125.00 124.50
    22-Jul 53,307 12,061 6,611,629,704 123.50 125.00 122.50 124.50+1.00+0.81% 124.50 124.00
    21-Jul 58,994 15,070 7,298,292,910 124.00 124.50 122.50 123.50+0.00+0.00% 123.50 123.00
    18-Jul 95,711   121.50 124.00 121.50 123.50-1.00-0.80%  
    • Source: TSE, compiled by Digitimes
    Latest sales

    TSMC: Consolidated revenues, Jun 2013 - Jun 2014 (NT$m)

    Month

    Sales

    M/M

    Y/Y

    YTD

    Y/Y

    Jun-14

    60,344

    (0.7%)

    11.7%

    331,236

    14.8%

    May-14

    60,789

    (1.8%)

    17.4%

    270,892

    15.5%

    Apr-14

    61,887

    23.9%

    23.6%

    210,103

    14.9%

    Mar-14

    49,956

    6.7%

    13.2%

    148,215

    11.7%

    Feb-14

    46,829

    (9%)

    13.7%

    98,259

    10.9%

    Jan-14

    51,430

    3.5%

    8.4%

    51,430

    8.4%

    Dec-13

    49,681

    12.1%

    33.7%

    597,024

    17.8%

    Nov-13

    44,330

    (14.4%)

    0.1%

    547,343

    16.6%

    Oct-13

    51,795

    (6.5%)

    3.6%

    503,013

    18.3%

    Sep-13

    55,382

    0.5%

    27.6%

    451,218

    20.2%

    Aug-13

    55,091

    5.7%

    11.2%

    395,836

    19.3%

    Jul-13

    52,103

    (3.6%)

    7.3%

    340,745

    20.7%

    Jun-13

    54,028

    4.3%

    24.3%

    288,641

    23.5%

    *Figures are consolidated
    Source: TSE, compiled by Digitimes, July 2014

    TSMC: Consolidated revenues, 1Q13 - 1Q14 (NT$m)

    Quarter

    Sales

    Q/Q

    Y/Y

    YTD

    Y/Y

    1Q-14

    148,215

    1.7%

    11.7%

    148,215

    11.7%

    4Q-13

    145,806

    (10.3%)

    10.9%

    597,024

    17.8%

    3Q-13

    162,577

    4.3%

    14.9%

    451,218

    20.2%

    2Q-13

    155,886

    17.4%

    21.6%

    288,641

    23.5%

    1Q-13

    132,755

    1%

    25.7%

    132,755

    25.7%

    *Figures are consolidated
    Source: TSE, compiled by Digitimes, July 2014

    Latest balance sheet and income statement

    TSMC: Consolidated balance sheet, 1Q13 - 1Q14 (NT$k)

    Item

    1Q-2014

    4Q-2013

    3Q-2013

    2Q-2013

    1Q-2013

    Current assets

    355,890,417

    358,486,654

    338,210,837

    352,462,353

    297,751,192

    Intangible assets

    12,113,629

    11,490,383

    11,393,280

    11,142,323

    11,478,437

    Non-current assets

    942,848,864

    904,568,323

    839,329,378

    817,423,101

    763,878,534

    Assets

    1,298,739,281

    1,263,054,977

    1,177,540,215

    1,169,885,454

    1,061,629,726

    Current liabilities

    174,397,164

    189,777,934

    148,284,188

    243,631,467

    158,206,324

    Non-current liabilities

    226,344,016

    225,501,958

    225,081,266

    180,017,716

    134,774,317

    Liabilities

    400,741,180

    415,279,892

    373,365,454

    423,649,183

    292,980,641

    Stockholders' equity

    897,998,101

    847,775,085

    804,174,761

    746,236,271

    768,649,085

    *Figures are consolidated
    Source: TSE, compiled by Digitimes, July 2014

    TSMC: Consolidated income statement, 1Q13 - 1Q14 (NT$k)

    Item

    1Q-2014

    4Q-2013

    3Q-2013

    2Q-2013

    1Q-2013

    NT$k

    % of sales

    NT$k

    % of sales

    NT$k

    % of sales

    NT$k

    % of sales

    NT$k

    % of sales

    Operating revenue

    148,215,172

     

    145,805,847

     

    162,577,034

     

    155,886,320

     

    132,754,996

     

    Gross profit (loss) from operations

    70,379,079

     

    64,840,737

     

    78,940,570

     

    76,418,800

     

    60,766,270

     

    Operating expenses

    17,874,995

     

    17,134,564

     

    19,260,232

     

    18,792,134

     

    16,376,304

     

    Operating income (loss)

    52,522,360

     

    47,754,218

     

    59,618,054

     

    57,629,082

     

    44,428,009

     

    Non-operating expenses and losses

    779,482

     

    2,618,427

     

    -268,170

     

    2,387,597

     

    1,319,905

     

    Income from continuing operations before income tax

    53,301,842

     

    50,372,645

     

    59,349,884

     

    60,016,679

     

    45,747,914

     

    Net income (loss)

    47,845,778

     

    44,787,139

     

    51,934,752

     

    51,761,503

     

    39,535,543

     

    Diluted earnings per share (NT$)

    1.9

     

    1.7

     

    2

     

    2

     

    1.5

     

    *Figures are consolidated
    Source: TSE, compiled by Digitimes, July 2014

25-Jul-2014 markets closed

 LastChange

TAIEX (TSE)9439.29-88.25-0.93% 

TSE electronic370.69-6.21-1.65% 

GTSM (OTC)148.31-1.57-1.05% 

OTC electronic184.19-1.44-0.78% 

Analysis of China revised domestic semiconductor industry goals
DIGITIMES Marketing Services
Greater China touch panel shipment forecast through 2015
  • 2014 global high brightness LED market, trends and shipment forecast

    For the global LED lighting market, the market size will reach US$25.82 billion in 2014 or a market penetration rate of 23.4%. This is attributable to exponential shipment growth for light bulbs, tubes, and directional lamps.

  • Greater China touch panel shipment forecast through 2015

    This Special Report provides forecasts through 2015 for Greater China touch panel shipments with breakdowns based on technology (glass, film, resistive), application (smartphone, NB and tablet) and by firm.

  • 2014 global tablet demand forecast

    This report analyzes the main players, their strategies and shipments forecasts for 2014, as well as other factors contributing to either growth or decline in various segments within the tablet market, with a particular focus on Apple, Google, Samsung, and Microsoft, along with whitebox vendors.