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($)
61	2035017	16.5¢

No.

Vol.

Price($)

2035017

16.5¢

Price($)	Vol.	No.
17.0¢	734189	13

Price($)

Vol.

No.

17.0¢

734189

No.	Vol.	Price($)
60	2034517	0.165
107	2385832	0.160
31	970256	0.155
100	2763730	0.150
10	412806	0.145

No.

Vol.

Price($)

2034517

0.165

107

2385832

0.160

970256

0.155

100

2763730

0.150

412806

0.145

Price($)	Vol.	No.
0.170	734189	13
0.175	1635608	26
0.180	1406025	18
0.185	516329	21
0.190	625638	11

Price($)

Vol.

No.

0.170

734189

0.175

1635608

0.180

1406025

0.185

516329

0.190

625638

(20min delay)
Last 17.0¢		Change 0.000(0.00%)		Mkt cap ! $333.6M

Open	High	Low	Value	Volume
17.0¢	17.0¢	16.5¢	$326.8K	1.948M

2020 BRN Discussion, page-394

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2020 BRN Discussion, page-394

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