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Technology Stocks : Semi Equipment Analysis

SOXX 309.36

+2.2%

Dec 3 4:00 PM EST

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To: robert b furman who wrote (86561)	3/4/2021 12:04:22 PM
From: The Ox	Read Replies (1) of 95520

Message 33226296 TSMC's average revenue per wafer in 2020 came to US$1,634, up from US$1,530 in 2019, said IC Insights. Globalfoundries' revenue per wafer in 2020, which trailed only behind TSMC's, slipped 1% to US$984, IC Insights indicated. TSMC's revenue per wafer was more than double the revenue per wafer value at UMC and SMIC in 2020, IC Insights noted. With estimated capital expenditures of US$27.5 billion in 2021, TSMC will expand its available capacity at 5nm and 7nm nodes and also begin risk production of 3nm ICs this year with 3nm volume production slated to start in 2022.

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