TSMC's 2015 forecast may be warning for supply chain

Global SourcesUpdated on 2023/12/01

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The dimmed forecast may indicate difficulty for other companies in the supply chain.

Is TSMC's lowered forecast a bellwether for the rest of the industry?

A forecast of 2015 revenue by Taiwan Semiconductor Manufacturing Co. may have sounded a warning for other companies in the electronics supply chain.

The world's largest foundry said it "expects its full-year revenue growth rate to still be close to double digits" compared with sales in 2014. The announcement marks the third time this year that the company has pared down expectations for 2015.

"We find 2015 revenue will be NT$840.5 billion ($25.5 billion), 10.2 percent over 2014, barely meeting the double-digit target," said Bernstein analyst Mark Li after the TSMC announcement.

In January this year, TSMC said its sales revenue in 2015 would likely rise by "several percentage points" more than the estimated industry average of 12 percent.

To read the full article, please go to EETimes.

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TSMC's 2015 forecast may be warning for supply chain

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