Taiwan Semiconductor Manufacturing Co Ltd

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For fiscal 3Q16, Texas Instruments (TXN) expects to report earnings per share in the range of $0.81–$0.91. This EPS range is higher than the $0.73 reported in fiscal 2Q16 and is in line with the analyst estimate of $0.86.

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A TrendForce report states that Samsung is planning to reduce its fiscal 2016 capital expenditure by about 15% YoY (year-over-year) to $11.5 billion.

Many analysts aren’t very optimistic about the iPhone 7 demand. Apple is facing technology stagnation in the smartphone market, which has led to longer upgrade cycles.

Canadian Pacific Railway reported a railcar volume loss of 1% YoY in the 28th week of 2017 (ended July 15). The company moved ~30,000 railcars that week.

According to the National Bureau of Statistics, China’s industrial profits for firms above a designated size rose by 5.1% year-over-year to 616.3 billion yuan ($92.4 billion) in June.

In the trailing one month, net fund inflows for the VanEck Vectors Semiconductor ETF (SMH) were $184.6 million. In the trailing 12-month (or TTM) period, net fund inflows were $87.7 million.

According to the Qualcomm’s fiscal 1Q16 guidance, non-GAAP EPS is expected to be in the range of $0.80–$0.90, lower than the fiscal 4Q15 EPS of $0.91.

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Intel is ramping up production on the 10nm node that would weigh on its fiscal Q4 2018 gross margin.

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China’s Leading Economic Index currently indicates that the country’s economy is facing a downturn. Its LEI remained unchanged at 98.71 points in July 2015.

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China’s official Manufacturing PMI reading for November was slightly down and came at 49.6 as compared to 49.8 in October. This index is released every month.

Advanced Micro Devices (AMD) is a small player in the CPU (central processing unit) and GPU (graphics processing unit) markets.

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Texas Instruments (TXN) reported strong fiscal Q2 2018 revenue, and forecast slower-than-usual revenue growth for the third quarter as it increases its exposure to the more stable industrial and automotive markets.

On December 14, 2015, Micron Technology announced that it will buy the remaining shares of foundry partner Inotera Memories in a share swap transaction.

The semiconductor market is seeing demand weakness, especially in China. SME (semiconductor manufacturing equipment) suppliers are also seeing demand weakness.

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TSMC (TSM), the world’s largest foundry, earns revenue by manufacturing chips for other chipmakers on its manufacturing nodes.

TSMC’s technology lead helped it get several orders from Huawei, Advanced Micro Devices, and Qualcomm.

TSMC expects the overall semiconductor market, excluding memory, to grow 5% YoY (year-over-year) in 2018.

Intel lost the mobile processor market to Qualcomm (QCOM) in 2016. It also lost some PC processor market share to Advanced Micro Devices (AMD) last year.

Intel has lowered its fiscal 2016 gross margin guidance from 63% to 62% due to lower platform volumes.

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AMD is set to launch its next-generation Ryzen CPUs (central processing units) and EPYC server CPUs on TSMC’s (TSM) 7nm (nanometer) node in 2019.

On June 22, the National Statistics Office of the Republic of China reported unemployment figures for the economy of Taiwan.

This week, semiconductor equipment suppliers Teradyne Inc. (TER) and Lam Research (LRCX) will report their quarterly earnings.

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In a corporate blog, AMD chief technology officer Mark Papermaster stated that the company would be launching more products on TSMC’s 7nm node, including its next-generation Navi GPU.

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In the first three quarters of 2018, TSMC spent $6.7 billion in capital expenditure and is expected to spend $3.3 billion in the fourth quarter as it ramps up 7-nm production.

As TSMC has broad exposure to most end markets, its earnings are used to determine the health of the overall semiconductor industry.

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TSMC (TSM) is a third-party chip manufacturer and incurs a lot of fixed cost that goes into maintaining its fabrications facilities, or fabs.

Intel’s (INTC) new PC processor, KabyLake, marks the slowdown in Moore’s law, which was devised by Intel Co-Founder Gordon Moore.

Intel (INTC) is facing supply constraints for its 14nm (nanometer) chips as the company transitions to the 10nm node.

The semiconductor earnings season started on a negative note with companies at the start of the supply chain reporting weaker guidance.

China’s aggregate financing also fell sharply from 3417.3 billion yuan ($525 billion) in January to 780.2 billion yuan ($120 billion) in February.

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Advanced Micro Devices (AMD) aims to gain mid-single-digit server CPU (central processing unit) market share from Intel (INTC) by the end of 2018.

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TSMC is the sole manufacturer of Apple’s (AAPL) A-series processors, which are used in iPhones.

The guidance from Apple (AAPL) and its foundry partner TSMC (TSM) show that smartphone demand should pick up in the second half of 2018.

Advanced Micro Devices (AMD) seems to be repeating its 2006 growth in the CPU (central processing unit) market.

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China’s official manufacturing PMI reading for December 2015 was up slightly and came in at 49.7. However, it was still in contraction mode compared to 49.6 in November.

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Texas Instruments (TXN) is the world’s largest manufacturer and supplier of analog chips that convert real-world signals like touch and sound into digital signals.

In 2018, AMD decided to divide the production of its 7nm products between TSMC and GlobalFoundries.

Apple is TSMC’s major customer in the communication segment. The recent production scale-back by Apple in December 2015 affected TSMC’s fiscal 4Q15 revenue.

For the month ending on November 30, 2015, TCWAX fell by 2.8% due to weakness in global demand and lower commodity prices.

A smaller node improves transistor density, thereby improving performance and power efficiency.

According to Jon Peddie Research, NVIDIA’s new RTX 2080 AIB would cost gamers $800 in September, $880 in the fourth quarter, and $1,000 in the first quarter of 2019.

In the December 2015 quarter, most semiconductor companies and foundries reported declining sales and a weaker guidance for the March 2016 quarter.

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AMAT earns approximately 30% of its revenue from Taiwan, a share that has consistently risen in recent years.

While Qualcomm (QCOM) is struggling to make its mark in the server and PC processor markets, its chipsets continue to see strong demand in the smartphone market.

Applied Materials’ (AMAT) performance is an indicator of the overall semiconductor industry’s outlook.

The advent of esports and AI (artificial intelligence) in the last three years has brought discrete GPUs (graphics processing units) to the limelight.

TSMC (TSM) generally reports double-digit sequential revenue growth in the third quarter.

Apple’s (AAPL) sole foundry, TSMC’s (TSM) production, was affected for four days due to a computer virus outbreak.

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In fiscal 1Q18, AMAT’s Semiconductor Systems division’s revenue rose 32.6% YoY (year-over-year) to $2.9 billion.

There are rumors that Intel might announce its next CEO before its earnings.

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TSMC (TSM) reported its worst dip in profit in seven years as weak smartphone demand and high semiconductor inventory impacted its factory utilization rate.

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Texas Instruments’ (TXN) revenue had been falling on a YoY (year-over-year) basis after ten quarters of growth, and the rate of decline is increasing with every quarter.

Although AMD’s products have delivered better price-to-performance metrics, Intel still offers some of the highest-performing CPUs.

For the fourth quarter, Texas Instruments (TXN) guided its biggest sequential revenue decline since 2012.

AMAT is seeing strong growth in the foundry sector as companies like TSMC (TSM) and Samsung (SSNLF) move below the 10nm (nanometer) node.

In 1986, Intel (INTC) adopted an integration model in which it invested in x86 chip designs and manufacturing nodes to attain technology leadership in the microprocessor market.

If AMD offers competitive products, Intel could lose its power to charge a premium price for its products, which could reduce its ASP (average selling price) and margins.

The semiconductor industry is going through a downturn, but many companies expect growth to resume in the second half of 2019.

Texas Instruments (TXN) has been reducing its exposure in the declining smartphone market and increasing its exposure in the growing automotive and industrial markets to reduce its seasonality.

For Advanced Micro Devices, 2019 is an important year. The company is taking the manufacturing process lead with TSMC’s 7nm process node.

Intel (INTC) is looking to address the CPU (central processing unit) supply shortage by adding capacity and prioritizing high-margin Xeon server CPUs over PC CPUs.

The Q4 2018 semiconductor earnings season will begin with the release of TSMC’s (TSM) fourth-quarter 2018 earnings on January 17.

Another factor pulling down TSMC’s gross margin is the lower utilization rate of the 28-nm node due to faster-than-expected migration to the 7-nm node.

CP hauled slightly more than 30,000 railcars in the 30th week compared with over 29,000 railcars in the 30th week last year.

In full-year 2018, AMD earned operating cash of $34 million, but it was not sufficient to meet its capital requirements.

2019 started on a good note for the semiconductor industry.

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Being the world’s largest foundry, TSMC is a key customer of foundry equipment suppliers Applied Materials (AMAT) and ASML (ASML).

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NVIDIA’s (NVDA) gross margin has improved over the years because of its rich product mix.