TSMC ($TSM) reports 2nd quarter earnings. Revenue in TWD is up 43.5% YoY. EPS up 76.4% YoY.


PDF for presentation here:

https://investor.tsmc.com/english/encrypt/files/encrypt_file/reports/2022-07/543ddc8ea483d7767592012bc4b9727e70b09a1b/2Q22Presentation%28E%29.pdf

5nm and 7nm make up for 51% of revenue and the guidance for Q3 revenue is USD 19.8 billion to 20.6 billion, which is 32.9% to 38.2% higher than Q3 2021.

Regarding revenue growth breakdown, smartphone only shows 3% QoQ growth but HPC, IoT and Automotive all show double-digit QoQ growth.

Keep in mind that TWD is very strong compared to USD recently so the growth in USD doesn't look as good. The YoY revenue growth in USD is only 36.6% and EPS growth in USD is 68%.


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