TSMC, leader of wafer foundry, announced its revenue for April 2020 after the market on May 8, and the amount has come to NT$96.02 billion. Although it has been impacted from the pandemic and the traditional slack season, the revenue has increased 28.5% against the same period in 2019. It has fallen below the hundred billion-dollar thresholds, setting a record low in 2020. However, it remains standing at a new high over the same period in comparison to previous years. As a whole, the accumulated revenue for the first four months of 2020 is NT$406.599 billion.

 

        Wei, Zhe-Chia, president of TSMC, pointed out at a recent investor conference that TSMC is optimistic about global semiconductor and wafer foundry industry in 2020. It expects that the semiconductor market, excluding memory, will grow by 8% which will outperform the decline in 2019 by 3%. Besides, the foundry industry will grow by 17% in 2020, with its performance faring better than flat level in 2019.

 

        However, related applications of home office and remote teaching have driven increased the relevant demands for high-performance computing market under current impact by COVID-19 pandemic, global semiconductor market will, aside from memory, be adjusted lowered in 2020 to remain flat or turn slightly lower than that in 2019. As for the annual growth of wafer foundry industry, it will also be revised downward from the single digit to low double-digit growth from 2019, with about annual increase of 7% to 13%.
        

        Huang, Ren-Chao, CFO and spokesperson of TSMC, also pointed out that their first quarter revenue in 2020 had benefited from the increased demand for related applications of high-performance computing (HPC) and continued shipments of 5G smart-phones, so that the decrement level of revenue for the first quarter is lower than impacts brought along from seasonal factors. As it steps into the second quarter of 2020, it is expected that the weak demand for mobile device products will be offset by continuous deployment of 5G and introduction of related products of high-performance computing. Therefore, the performance of TSMC will remain stable. (News source: Technews)