YSFong
2022-06-15

Great ariticle, would you like to share it?
@BellaFaraday：
TSM's May revenue is NT185.705 Billion. If this revenue is the floor for the rest of the year, TSM will have 36% YoY increase. I know there are addition of 3NM and 4NM on the Q3/Q4, so will it be 40% YoY? TSMC's management needs to raise the 2022 revenue target from mid-high 20% to mid-high 30% on the 2nd quarter earning report. Current target of 30% is so conservative, and the naysayer think the rest of the year, and the year 2023 will be flat and possibly negative, so the stock price is so depressed, my 2 cents. Personally, I do not think the slow down will happen on TSM this year and there are additional capacity add-on Q3/Q4 and 2023 to reach the 2023 growth rate of 20%+ Go TSM$Taiwan Semiconductor Manufacturing(TSM)$
TSM's May revenue is NT185.705 Billion. If this revenue is the floor for the rest of the year, TSM will have 36% YoY increase. I know there are addition of 3NM and 4NM on the Q3/Q4, so will it be 40% YoY? TSMC's management needs to raise the 2022 revenue target from mid-high 20% to mid-high 30% on the 2nd quarter earning report. Current target of 30% is so conservative, and the naysayer think the rest of the year, and the year 2023 will be flat and possibly negative, so the stock price is so depressed, my 2 cents. Personally, I do not think the slow down will happen on TSM this year and there are additional capacity add-on Q3/Q4 and 2023 to reach the 2023 growth rate of 20%+ Go TSM$Taiwan Semiconductor Manufacturing(TSM)$

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