TSMC to start equipment move-in at Arizona fab as early as mid-2022

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Monica Chen, Hsinchu; Jessie Shen, DIGITIMES

Monday 21 June 2021

Latest stock

All Ring [6187] historical stock price (NT$)
Date	Volume (k)	Transactions	Value	Open	High	Low	Close	Change		Ask	Bid
26-May	588	505	59,193,600	102.00	102.00	99.90	100.00	-1.50	-1.48%	100.00	6.00
25-May	551	453	55,786,000	101.50	102.00	100.00	101.50	+0.50	+0.50%	101.50	9.00
23-May	274	229	28,889,000	105.00	106.00	104.00	105.50	+1.50	+1.44%	105.00	20.00
20-May	364	284	38,064,500	105.50	105.50	104.00	104.00	-1.00	-0.95%	104.00	38.00
19-May	633	463	65,902,000	104.00	105.50	102.50	105.00	-2.00	-1.87%	105.00	1.00
18-May	844	702	91,157,500	109.00	109.50	107.00	107.00	-0.50	-0.47%	107.00	31.00
17-May	663	551	70,666,500	104.50	108.00	104.50	107.50	+4.50	+4.37%	107.00	22.00

Latest sales

All Ring: Consolidated revenues, Apr 2021 - Apr 2022 (NT$m)
Month	Sales	M/M	Y/Y	YTD	Y/Y
Apr-22	248	(7%)	(1%)	878	6.4%
Mar-22	267	30%	0.7%	630	9.7%
Feb-22	205	30.8%	43.3%	362	17.3%
Jan-22	157	32%	(5.2%)	157	(5.2%)
Dec-21	119	(3.7%)	3.4%	2,604	72.9%
Nov-21	124	(38.3%)	(19.6%)	2,485	78.7%
Oct-21	201	(23.1%)	31.4%	2,362	90.9%
Sep-21	261	(4.6%)	71.9%	2,161	99.2%
Aug-21	273	0.9%	81.8%	1,901	103.7%
Jul-21	271	1.3%	93.2%	1,627	107.9%
Jun-21	267	1.1%	93.9%	1,357	111%
May-21	264	5.3%	103.2%	1,089	115.7%
Apr-21	251	(5.4%)	107.5%	825	120.1%

*Figures are consolidated
Source: TSE, compiled by Digitimes, May 2022

All Ring: Consolidated revenues, 4Q20 - 4Q21 (NT$m)
Quarter	Sales	Q/Q	Y/Y	YTD	Y/Y
4Q-21	443	(44.9%)	5.2%	2,604	72.9%
3Q-21	804	2.8%	82%	2,161	99.2%
2Q-21	782	36.3%	101.3%	1,357	111%
1Q-21	574	36.2%	126%	574	126%
4Q-20	422	(4.6%)	85.8%	1,506	45.9%

*Figures are consolidated
Source: TSE, compiled by Digitimes, May 2022

Latest balance sheet and income statement

All Ring: Consolidated balance sheet, 4Q20 - 4Q21 (NT$k)
Item	4Q-2021	3Q-2021	2Q-2021	1Q-2021	4Q-2020
Current assets	2,407,433	2,188,837	2,553,585	2,127,056	1,773,350
Intangible assets	5,034	5,289	5,693	3,298	3,962
Non-current assets	1,170,925	989,324	1,052,053	1,090,049	912,798
Assets	3,578,358	3,178,161	3,605,638	3,217,105	2,686,148
Current liabilities	1,191,797	892,209	1,191,048	925,631	696,476
Non-current liabilities	84,261	83,413	84,280	85,501	85,933
Liabilities	1,276,058	975,622	1,275,328	1,011,132	782,409
Stockholders' equity	2,302,300	2,202,539	2,330,310	2,205,973	1,903,739

*Figures are consolidated
Source: TSE, compiled by Digitimes, May 2022

All Ring: Consolidated income statement, 4Q20 - 4Q21 (NT$k)
Item	4Q-2021		3Q-2021		2Q-2021		1Q-2021		4Q-2020
Item	NT$k	% of sales	NT$k	% of sales	NT$k	% of sales	NT$k	% of sales	NT$k	% of sales
Operating revenue	443,240		804,465		782,491		574,120		421,550
Gross profit (loss) from operations	224,956	50.8%	352,660	43.8%	351,226	44.9%	288,341	50.2%	182,596	43.3%
Operating expenses	149,921	33.8%	149,880	18.6%	152,133	19.4%	129,471	22.6%	120,864	28.7%
Operating income (loss)	75,035	16.9%	202,780	25.2%	199,093	25.4%	158,870	27.7%	61,732	14.6%
Non-operating expenses and losses	-1,318	-0.3%	17,911	2.2%	-6,125	-0.8%	2,093	0.4%	-5,547	-1.3%
Income from continuing operations before income tax	73,717	16.6%	220,691	27.4%	192,968	24.7%	160,963	28%	56,185	13.3%
Net income (loss)	65,328	14.7%	183,383	22.8%	159,039	20.3%	133,473	23.2%	43,936	10.4%
Diluted earnings per share (NT$)	0.8		2.2		2		1.6		0.5