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Intel Corporation Message Board

  • semi_equip_junkie semi_equip_junkie Dec 13, 2012 11:58 AM Flag

    Apple orders seen squeezing TSMC’s gross margins

    I am just reposting this to put GS's comments into perspective.
    Apply the same scenario to two companies...and what do you get?
    NO money in tinkering with an TSMC ADR...that's the only difference

    Apple orders seen squeezing TSMC’s gross margins
    October 25, 2012, 11:02 PM

    Barclays Capital upgraded Taiwan Semiconductor Manufacturing Co. TSM +1.20% TW:2330 +2.95% to overweight from equal weight Friday, saying that short-term cyclical concerns were already priced in and that it will maintain its global leadership in metal castings on expected orders from Apple in the first quarter of 2014.
    metal castings = that happens when a Komputa translates


    But the brokerage said a lower gross margin of 35%-40% on Apple’s AAPL -2.81% orders would drag on TSMC’s estimated gross margins of 40%-45% for 2014-2015.

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