TSMC CC: Will outgrow hot chips market on EUV stuff
Now, I will talk about our 2021 outlook. For the full-year of 2021, we forecast the overall semiconductor market, excluding memory, to grow about 8%, while foundry industry growth is forecast to be about 10%. For TSMC, we are confident we can outperform the foundry revenue growth and grow by mid-teens percentage in 2021 in US dollar term. Our 2021 business will be supported by strong demand for our industry-leading advanced and specialty technologies, where we see strong interest from all four growth platforms, which are smartphone, HPC, automotive and IoT.---How 'bout Farm, City, Street, Drone & Robot, Video & Audio and on and on and on?
P.S. Me? I don't think TSMC, like everyone, fails to get the full picture. All way too busy with own knitting. One guy's $1800 PT? Prolly toooo low...
ASML |