[신영증권 반도체 서승연]

TSMC 3월 매출이 발표되었습니다.

- 3월 매출: NT$1,454억 (-11% MoM, -15% YoY)
- 1Q23 매출: NT$5,086억 (-19% QoQ, +4% YoY). 가이던스 하단에 부합

- 1Q23 매출 가이던스: US$167억~175억
*FX 30.7TWD/USD 기준 환산 시 NT$5,127~5,373억 (-14~18% QoQ, +4~9% YoY)

링크: https://bit.ly/410uDIX (TSMC)

-------------------

[23년 TSMC 월별 매출]
- 1월 NT$2,001억 (+4% MoM, +16% YoY)
- 2월 NT$1,632억 (-18% MoM, +11% YoY)
- 3월 NT$1,454억 (-11% MoM, -15% YoY)

[1Q23 TSMC 실적 발표일]
- 4/20(목) 15:00 (한국시간 기준)

TSMC slowing capacity expansion in Taiwan
https://www.digitimes.com/news/a20230411PD217/japan-tsmc.html

TSMC likely to adjust 2023 capex plan downward
https://www.digitimes.com/news/a20230411PD215/tsmc.html

TSMC's Germany plan remains uncertain, but decision will come in summer, according to sources
https://www.digitimes.com/news/a20230412VL202/germany-silicon-saxony-tsmc.html

TSMC plans JV fab in Germany, sources say
https://www.digitimes.com/news/a20230412PD216/bosch-germany-tsmc.html

TSMC still mulling raising foundry quotes in 2H23, sources say (Digitimes)

TSMC has revised its blueprint for capacity expansion, reducing its scale and slowing down its pace. However, the pure-play foundry is still evaluating the feasibility of raising its quotes in the second half of the year, according to sources at IC design houses.

Quanta to shift more notebook assembly lines to Thailand (Digitimes)

Quanta Computer plans to shift more of its notebook assembly lines from China to Thailand and is looking for corporate executives to relocate to Thailand, according to industry sources.

China smartphone brands become active in promoting new models (Digitimes)

Chinese brand vendors including Xiaomi and Vivo have recently begun to promote new smartphones, indicating that a recovery in demand from China's smartphone sector may be underway, according to industry sources.

DRAM spot prices stop falling (Digitimes)

Samsung Electronics has informed distributors that it would no longer sell DRAM chips at rates lower than the current price, implying that its pricing policy may change soon, according to industry sources. DRAM spot prices have stopped falling recently, much sooner than expected.

[신영증권 반도체 서승연]

글로벌 주요 Tech 기업 1Q23 실적발표 일정 안내드립니다.

업무에 도움이 되시길 바랍니다. 감사합니다.


4/18(화)
Will Semi

4/19(수)
07:00 Netflix
22:00 ASML

4/20(목)
06:00 IBM, LAM Research
15:00 TSMC

4/21(금)
05:30 Segate

4/25(화)
21:00 Whirlpool

4/26(수)
05:30 TI
06:00 Alphabet
06:30 Microsoft
09:00 SK하이닉스
09:30 ASMPT
14:00 LG디스플레이, BESI
15:00 삼성전기, Advantest
16:00 LG이노텍 (공시만), Yageo (E)
18:00 UMC
22:00 ASM, Entegris (E)

4/27(목)
06:00 Meta, KLA
10:00 삼성전자, 삼성SDI
15:00 AUO
16:00 LG전자, ASE
16:30 STMicro
21:30 Teradyne
23:45 Haier

4/28(금)
05:30 WDC
06:00 Intel
06:30 Amazon
15:00 Murata
06:00 Mediatek, BOE (E)

5/1(월)
22:00 OnSemi

5/2(화)
06:00 Amkor

5/3(수)
06:00 AMD

5/4(목)
05:45 Qualcomm
06:00 UDC

5/5(금)
06:00 Apple
22:00 Silicon Motion

5/8(월)
06:00 Microchip

5/9(화)
21:30 GF

5/11(목)
15:00 Sharp (E)
15:30 TEL
21:00 Merck

5/12(금)
09:30 SMIC
15:00 Toshiba

5/15(월)
20:30 Xiaomi

5/17(수)
21:00 Tencent

5/18(목)
05:30 Cisco
06:30 AMAT

5/24(수)
21:00 Best Buy (E)

5/25(목)
06:00 NVIDIA

5/26(금)
05:45 Marvell (E)
20:30 Alibaba (E)
21:00 Baidu (E)

5/31(수)
06:00 HP (E)

6/1(목)
06:00 HPE (E)

6/2(금)
05:30 DELL (E)



*컨콜 및 한국 시간 기준
*(E) 일정은 추후 변경될 수 있습니다