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Home > Industry News

Chip industry reshuffle: TSMC, Samsung bucking the trend Intel catching up weakly

Views : 125
Update time : 2023-02-06 09:16:28
        The rapid decline in market demand for chips has caused semiconductor companies that rode the east wind straight up during the pandemic to have to start bucking the trend, and the chip industry has seen a time of major reshuffling.
 
 
        Last Thursday, Intel released its four-quarter and full-year results for 2022. Intel's four-quarter results failed to meet market expectations, with a loss, while quarterly revenue hit its lowest in 2016, down a whopping 32% year-on-year.
        Intel's financial guidance is also a "disaster": the company expects revenue for the first quarter of 2023 to be between $10.5 billion and $11.5 billion, significantly below market expectations of $14 billion, and if the first quarter results fall at the low end of the guidance range, revenue for the first quarter of this year will be the company's lowest since 2010. The company also expects to maintain its loss for the first quarter, a quarterly loss streak that has been rare in the company's last 30 years. 
        Stacy Rasgon, an analyst at Bernstein, believes Intel's results are "shockingly bad" and that the company, which has set the tone for the entire chip industry, has fallen sharply behind Samsung and TSMC, and will find it much harder to overtake and capture market share in the future. As of press time, Intel's U.S. shares fell 1.32 percent before the bell to $29.79. 
        Media analysis said that the semiconductor industry recession is not expected, but each company recession duration and severity varies, large companies are usually better able to weather the storm.
        Samsung's profit in the fourth quarter last year was the worst performance since 2014. Not only did its key, critical chip business plunge nearly 97% in operating profit, but its smartphone business struggled in parallel, with operating profit falling 36% but still managing to eke out a profit, while competitors including Micron and Hynix both reported losses. 
        Marcello Ahn, portfolio manager at Quad Investment Management, said Samsung is cash flow positive, but its competitors are losing cash, Ahn said: "When the chip industry enters the next up cycle, Samsung's costs will be much lower than other companies and its margins will be higher. Meanwhile, TSMC is catching up with Intel faster than expected. TSMC's fourth-quarter net profit jumped 78 per cent year-on-year and its gross margin hit a record high of 62.2 per cent, as its revenue jumped 33 per cent last year, compared with a 20 per cent decline for Intel. Meanwhile, TSMC is continuing its capacity expansion. 
        TSMC president Wei Zhejia said TSMC is considering building an automotive chip factory in Europe, preparing for mass production of 2nm chips in 2025, and considering building a second fab in Japan.
        Media analysis says that in the chip industry, leadership is not only measured by market share and revenue, but that production technology is crucial to the performance of semiconductors: the latest technology and equipment allows chipmakers to reduce costs and become more profitable, and will also make them more attractive to customers. 
        Intel has dominated the semiconductor industry for decades and has long topped the market capitalisation of chip companies until mid-2020 (Apple's abandonment of Intel was the biggest catalyst), when TSMC went all the way to the top.

 
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