TSMC FY24 Q1 Earning Report Viz & MA Analysis

Taiwan Semiconductor Manufacturing Company Limited is a Taiwanese multinational semiconductor contract manufacturing and design company. It is the world’s second most valuable semiconductor company, the world’s largest dedicated independent semiconductor foundry, and its country’s largest company, with headquarters and main operations located in the Hsinchu Science Park in Hsinchu, Taiwan.

TSMC FY23 Q4

Summary

• EPS: $1.38/ QOQ HPC +3%, SP -16%, IoT +5%, Auto flat.
• Q2 outlook $19.6B-$20.4B in Sales / 50%-53% in Gross margin/ 40%-42% in Operating margin.
• April 3 earthquake impact: Reduce Q2 gross margin by about 50 bps.
• 25% increase in electricity price in Taiwan, reducing Q2 gross margin by 70–80 bps.
• N2 is on track for volume production in 2025.
• 2024 Capex: $28B-$32B, 70%-80% for advanced process, 10%-20% for specialty technologies and 10% for advanced packaging, testing, mask making, etc.

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QCOM FY24 Q1
SBUX FY24 Q1
FDX FY24 Q3
ASML FY24 Q1
DAL FY24 Q1

FY24 Q1 Income Statement Sankey Chart

FY24 Q1 vs FY23Q1 Income Statement Waterfall chart

Sales by node (Outer: FY24Q1 Inner FY23Q1)

Sales by enduse (Outer: FY24Q1 Inner FY23Q1)

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Trading days by MA

Trading days by Price-250D MA Ratio

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