Foundries Looking Good

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 and 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 had a 13.4% sales dip in December compared to November with December 2012 sales of $270m.

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%.

For Q1 2013, TSMC expects revenue to be between $4.38bn and $4.45bn. Gross profit margin is expected to be between 43.5% and 45.5%. Operating profit margin is expected to be between 31.5% and 33.5%.