TSMC 10월 매출(2020.11.10)

2020.11.11

1 대만달러=39원

www.thestreet.com/investing/tsmcs-revenue-growth-cooled-off-in-october-amid-huawei-sanctions-hit?puc=yahoo&cm_ven=YAHOO

 

With new Huawei sanctions weighing, Taiwan Semiconductor’s  (TSM) - Get Report revenue growth slowed in October. But the chip manufacturing giant is still expecting a strong finish to the year.

In its latest monthly sales report, TSMC reported October revenue of NT$119.3 billion ($4.17 billion). That figure represents a 6.5% month-to-month decline, and a 12.5% annual increase.

미국의 화웨이 제재로 TSMC의 10월 매출은 전월대비 감소한 1193억 대만달러(4.65조원)로 전월대비 6.5%감소했고

전년 동월대비로는 12.5% 증가.

 

For comparison, TSMC’s revenue was up 3.8% month-to-month and 24.9% annually in September.

TSMC의 9월 매출은 8월대비 3.8% 증가했고 전년 동월 대비로는 24.9% 증가했었다.

 

Weighing on October sales: TSMC, like various other companies, was forced to stop supplying Huawei’s HiSilicon chip unit in mid-September, in order to comply with new U.S. sanctions that (among other things) prevent HiSilicon from having its chips manufactured by plants containing American equipment.

10월에 미국이 화웨이의 자회사 하이실리콘의 칩제조를 금지시킴으로 칩제조를 중단했다.

 

Given that it’s virtually impossible today for chips to be made using advanced manufacturing processes without U.S. equipment, the sanctions are a massive blow to HiSilicon, whose processors and modems have been designed into many of Huawei’s phones. As a result, Huawei/HiSilicon is believed to have been placing large orders with TSMC in the months before the sanctions took effect.

미국 장비의 사용없이 발전된 칩생산을 한다는 것은 실제로 불가능하기 때문에, 미국의 제재는 하이실리콘에게는

큰 타격이 되었다. 하이실리콘이 디자인한 프로세서와 모뎀은 화웨이의 스마트폰에 장착되기 때문이다.

그래서 이러한 제재가 발효되기 전에 화웨이와 하이실리콘은 TSMC에게 많은 주문을 냈을 것으로 여겨진다.

 

However, in spite of the revenue hit caused by the sanctions, TSMC guided in mid-October (via its Q3 report) for Q4 revenue to be up 29% to 33% annually, to a range of $12.4 billion to $12.7 billion. That in turn implies full-year revenue growth of about 30%.

이러한 제재로 TSMC의 매출이 타격을 받았지만, 10월중순 예상한 2020년 연간 매출은 작년대비 29%에서 33%까지

증가한 124억달러-127억달러에 이를 것으로 전망했다. 연간 매출 성장률은 약 30%에 이를 것이다.

 

The production ramp for Apple’s  (AAPL) - Get Report iPhone 12 line, as well as broader strength in mobile chip demand as 5G phone shipments surge, is set to boost TSMC’s top line in Q4. The company’s smartphone-related chip revenue accounted for 46% of its total Q3 revenue and its mobile chip clients include Apple, Qualcomm  (QCOM) - Get Report, MediaTek, Broadcom  (AVGO) - Get Report and Cirrus Logic  (CRUS) - Get Report.

TSMC의 4분기 매출은 애플 아이폰 12 칩과 기타 5G폰의 출하 증가로 신기록을 달성할 것이다.

TSMC의 3분기 매출의 46%는 스마트폰 관련 칩에서 나왔다.

 

TSMC is also benefiting from the sales growth currently being seen by clients such as AMD  (AMD) - Get Report and Nvidia  (NVDA) - Get Report, aided by strength within end-markets such as notebooks, game consoles and cloud servers. TSMC received 37% of its Q3 revenue from what it calls high-performance computing (HPC) products, with HPC sales rising 25% sequentially.

 

TSMC’s stock is down 0.6% in Tuesday trading to $88.46, amid a 0.7% drop for the Nasdaq. Shares are still up about 51% on the year.

Apple, AMD and Nvidia are holdings in Jim Cramer’s Action Alerts PLUS Charitable Trust Portfolio. Want to be alerted before Cramer buys or sells these stocks? Learn more now.

 

BY

 ERIC JHONSA

 

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