BRN (ASX) 2020 BRN Discussion

Originally posted by rayz: ↑

Have a read of this .. Its interviews with the Leaders of TSCM

Discussing chips in the 6-7-5- 28 -22 nm size and earnings etc every thing pointing to the smaller chips and 5 g

Freely says where a number of area's are going but when pushed on a couple Q on 28 nm and client
Here is a small snippet

C.C. Wei -- Chief Executive Officer
All right. Let me answer 28 nanometer first. With strong market growth of 28 nanometer, we did see a little bit better than we expected. However, we have reiterated saying that 28 nanometer's capacity has been overbuilt in this industry. So the utilization is still below our average in 28 nanometer. We expect it will be improved in next one to two years when we develop a new specialty technology for our customer to utilize it, and we start to see the sign because of -- from new tape-out, so we can be sure that one to two years later that the utilization rate will go back to company's average.

Duration: 82 minutes
Call participants:

Jeff Su -- Deputy Director of Investor Relations
Wendell Huang -- Vice President, Finance and Chief Financial Officer/Spokesperson
C.C. Wei -- Chief Executive Officer
Unidentified Speaker
Randy Abrams -- Credit Suisse -- Analyst
Roland Shu -- Citigroup -- Analyst
Bruce Lu -- Goldman Sachs -- Analyst
Gokul Hariharan -- JPMorgan -- Analyst
Bill Lu -- UBS -- Analyst
Brett Simpson -- Arete Research -- Analyst
Charlie Chan -- Morgan Stanley -- Analyst
Sebastian Hou -- CLSA -- Analyst
Unidentified Participant
Mehdi Hosseini -- SIG -- Analyst

More TSM analysis
All earnings call transcripts

Expand

In February this was the story:

http://www.icinsights.com/news/bulletins/Advances-In-Logic-IC-Process-Technology-Move-Forward/

In October this was the story:

https://www.extremetech.com/computing/300558-tsmc-announces-major-expansion-to-feed-7nm-5nm-demand

https://www.pcgamer.com/au/chipmaker-tsmc-is-spending-billions-of-dollars-to-meet-7nm-and-5nm-demand/
In 2020 this was the story courtesy of Rayz:

Originally posted by rayz: ↑

Have a read of this .. Its interviews with the Leaders of TSCM

Discussing chips in the 6-7-5- 28 -22 nm size and earnings etc every thing pointing to the smaller chips and 5 g

Freely says where a number of area's are going but when pushed on a couple Q on 28 nm and client
Here is a small snippet

C.C. Wei -- Chief Executive Officer
All right. Let me answer 28 nanometer first. With strong market growth of 28 nanometer, we did see a little bit better than we expected. However, we have reiterated saying that 28 nanometer's capacity has been overbuilt in this industry. So the utilization is still below our average in 28 nanometer. We expect it will be improved in next one to two years when we develop a new specialty technology for our customer to utilize it, and we start to see the sign because of -- from new tape-out, so we can be sure that one to two years later that the utilization rate will go back to company's average.

Duration: 82 minutes
Call participants:

Jeff Su -- Deputy Director of Investor Relations
Wendell Huang -- Vice President, Finance and Chief Financial Officer/Spokesperson
C.C. Wei -- Chief Executive Officer
Unidentified Speaker
Randy Abrams -- Credit Suisse -- Analyst
Roland Shu -- Citigroup -- Analyst
Bruce Lu -- Goldman Sachs -- Analyst
Gokul Hariharan -- JPMorgan -- Analyst
Bill Lu -- UBS -- Analyst
Brett Simpson -- Arete Research -- Analyst
Charlie Chan -- Morgan Stanley -- Analyst
Sebastian Hou -- CLSA -- Analyst
Unidentified Participant
Mehdi Hosseini -- SIG -- Analyst

More TSM analysis
All earnings call transcripts

Expand

What changed in about 3.5 months to have TSMC opine that 28nm production would increase?

No.	Vol.	Price($)
5	71948	20.0¢

No.

Vol.

Price($)

71948

20.0¢

Price($)	Vol.	No.
20.5¢	644737	16

Price($)

Vol.

No.

20.5¢

644737

No.	Vol.	Price($)
5	71948	0.200
37	1819808	0.195
44	2212675	0.190
62	2281453	0.185
61	1862290	0.180

No.

Vol.

Price($)

71948

0.200

1819808

0.195

2212675

0.190

2281453

0.185

1862290

0.180

Price($)	Vol.	No.
0.205	644737	16
0.210	988969	14
0.215	362171	9
0.220	1002314	26
0.225	453731	11

Price($)

Vol.

No.

0.205

644737

0.210

988969

0.215

362171

0.220

1002314

0.225

453731

(20min delay)
Last 20.0¢		Change -0.005(2.44%)		Mkt cap ! $371.1M

Open	High	Low	Value	Volume
20.5¢	20.5¢	19.5¢	$843.2K	4.220M

2020 BRN Discussion, page-394

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2020 BRN Discussion, page-394

Top Stories

Perpetual sniffs TREOs beyond 4000ppm at Raptor play in Brazil

Opyl forms JV with UK and US consortium to bring products to the world

Hexima shares rise 66% on proposed acquisition of AI player Real Thing Entertainment

Acquisitions roundup: European Lithium, Diatreme Resources and SRJ Technologies

Capital raisings wrap: Brainchip, Ovanti, Lake and VHM

Tissue Repairs soars nearly 32% on TGA approval for wound healing gel

Bellevue aims for 45% production increase by FY 2028, announces $150M placement

NYSE-listed Alcoa Corp joins ASX through key JV acquisition

Quarterly & half yearly reports: Drives Newmont up, Ampol flat, while Fortescue plunges 2.6%

Geochemical work at Newington picks up gold and copper anomalies for Midas

Featured News

Buyers (Bids)

Sellers (Offers)

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