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TSMC Q4 2022 Earnings Thread
Record numbers, but all eyes are on utilization rates and capital spending guidance for 2023.
TSM came in on the low end of previous guidance for revenue due to utilization issues from economic weakness. $TSM
Record numbers, but all eyes are on utilization rates and capital spending guidance for 2023.
TSM came in on the low end of previous guidance for revenue due to utilization issues from economic weakness. $TSM
Margins were above guidance, primarily due to foreign exchange changes. TSMC specifically cited utilization rates as a bit of a drag.
N5 and N7 grew in 2022, but there is some weakness now.
Q4 had a slight decrease in wafer shipments year on year, but huge ASP increases from N5
N5 and N7 grew in 2022, but there is some weakness now.
Q4 had a slight decrease in wafer shipments year on year, but huge ASP increases from N5
Smartphone is only slightly down, but TSMC says end market will go down more
Something a little different today:
A blog post on the curious case of Alder Lake, the quest for reduced precision on x86, preparing HPC FOSS libraries and documentations, and how a certain vendor made it explicitly harder to support their own hardware.
gist.github.com/FCLC/56e4b3f4a…
A blog post on the curious case of Alder Lake, the quest for reduced precision on x86, preparing HPC FOSS libraries and documentations, and how a certain vendor made it explicitly harder to support their own hardware.
gist.github.com/FCLC/56e4b3f4a…
This is an abridged recounting of months of works which is still ongoing to this day.
Writing this up stemmed from a tangent with @owainkenway about needing special microcode revisions within custom kernels, and instead of just an email, turned it into a post of sorts.
Writing this up stemmed from a tangent with @owainkenway about needing special microcode revisions within custom kernels, and instead of just an email, turned it into a post of sorts.
Some of the content is a little harsh towards certain entities. I want to be clear to those at said entities that I truly do value the amazing work you do and that I still believe in you longer term.
Heck I'm still open to working with you on fixing some of these problems!
Heck I'm still open to working with you on fixing some of these problems!
