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($)
9	220369	16.0¢

No.

Vol.

Price($)

220369

16.0¢

Price($)	Vol.	No.
16.5¢	758961	19

Price($)

Vol.

No.

16.5¢

758961

No.	Vol.	Price($)
9	220369	0.160
42	1419364	0.155
124	4170270	0.150
41	951374	0.145
44	1296332	0.140

No.

Vol.

Price($)

220369

0.160

1419364

0.155

124

4170270

0.150

951374

0.145

1296332

0.140

Price($)	Vol.	No.
0.165	758961	19
0.170	1163528	18
0.175	925112	12
0.180	1336376	17
0.185	774908	23

Price($)

Vol.

No.

0.165

758961

0.170

1163528

0.175

925112

0.180

1336376

0.185

774908

(20min delay)
Last 16.0¢		Change 0.005(3.23%)		Mkt cap ! $313.9M

Open	High	Low	Value	Volume
15.5¢	16.5¢	15.5¢	$408.8K	2.574M

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