Despite a gloomy industry-wide expectation for Q1, the foundries appear to be flourshing.
TSMC’s January sales were 37% up on January 2012 at $1.6bn. UMC’s were up 6.87% on January 2012 at $316m.
TSMC’s December sales were up 20% on December 2011 at $1.26bn.
TSMC had November sales of $1.5bn which represented a dip of 11.5% on October's $1.7bn - which was its highest sales quarter ever recorded.
UMC's November revenues were $310m and its October revenues were $319m.
TSMC had Q4 revenues of $4.5bn for a profit of $1.4bn. Revenue was 25% up on Qa2011 and profit was up 32% on Q4 2011.
Compared to Q32012, TSMC’s Q4 was a 7.1% decrease in revenue and a 15.7% decrease in profit.
Gross margin for the quarter was 47.2%, operating margin was 35.2%, and net margin was 31.7%.
TSMC expects the capital expenditures for 2013 to be about US$9 billion.
