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  • intelonly_please intelonly_please Oct 31, 2012 8:25 PM Flag

    TSMC transcript

    2015 or 2016 for 20 NM? W-O-W. This leads me to believe that Intel earnings are going to increase dramatically in 2013 and/or 2014.

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    • You might want to glance over the transcript - the timelines/milestones set by TSMC management are (IMHO) all over the place and somewhat lack consistency.
      I don't think TSMC met its advanced revenue contribution % objective given by beginning of the year :
      The contribution to total wafer revenue has increased from 7% in the second quarter to 13% in the third quarter. We expect 28-nanometer revenue will exceed 20% of our total wafer revenue in the fourth quarter and will be more than 10% for the whole year.

      That would roughly correspond to $1.7 Billion
      Capex on the other hand (and most goes into advanced technology):
      Regarding capital expenditure for this year, up to the third quarter, we have spent $6.2 billion, representing 75% of our total year budget. I have finished my report on our financial highlights.

      Put this in perspective to Intel - nevertheless Dumbstreet assigns significantly higher PE to TSMC - but than again Dumbstreet does not mess with TSMC stock

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