TSMC(US:TSM) Zhi Tong Cai Jing·2025-08-13 11:28Group 1 - TSMC will gradually cease its 6-inch wafer production over the next two years and will continue to integrate its 8-inch wafer manufacturing capacity to enhance operational efficiency [1][2] - The decision is based on market dynamics and aligns with the company's long-term development strategy [1] - TSMC currently operates one 6-inch wafer plant and four 8-inch wafer plants in Taiwan, primarily for mature process chips [1] Group 2 - The capacity adjustment will not affect TSMC's previously announced financial targets [1] - TSMC has raised its sales growth forecast for this year from the mid-20% range to approximately 30% [1] - The company expects third-quarter revenue to be between $31.8 billion and $33 billion, significantly up from $23.5 billion year-on-year and $30 billion quarter-on-quarter [1] Group 3 - TSMC reported July revenue of NT$323.2 billion (approximately $10.8 billion), a year-on-year increase of 26%, indicating accelerated investment in the AI sector [1] - TSMC continues to provide advanced process chips for major clients like Apple and NVIDIA at its 12-inch wafer plants [2] - The company plans to maintain its capital expenditure for the year between $38 billion and $42 billion while advancing its multi-billion dollar capacity expansion projects in the U.S., Japan, Germany, and Taiwan [2] Group 4 - The strategic adjustment focuses on optimizing resource allocation and enhancing production efficiency through the integration of mature process capacity [2] - Advanced process business remains unaffected by this adjustment and continues to be a key support for the company's core competitiveness [2]