mannerisms

Ruminations on the electronics industry from David Manners, Senior Components Editor on Electronics Weekly.

TSMC Motoring

Industry bellwether TSMC had a record month at $2.06 billion in April up 23.9% on March.

In the first four months of the year, TSMC has had sales of $7 billion 15% more than for Jan-April 2013.

For Q2, TSMC expects sales of about $6 billion – up about 22% on Q1.

Gross margin could hit 49.5% in Q2. Currently it’s 47%. Operating margin could hit 38%.

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