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  • semi_equip_junkie semi_equip_junkie Oct 31, 2012 9:57 PM Flag

    TSMC transcript

    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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