Affected by customer orders, it is reported that TSMC's Q1 revenue will be reduced by 15% month-on-month next year.

CTOnews.com, December 28, according to the Taiwan Central News Agency, it is reported in the market that TSMC may have a significant decline in capacity utilization due to the impact of customer orders in the first quarter of next year.

Relevant reports point out that terminal consumption is weak, semiconductor inventory is high, and TSMC's capacity utilization is likely to decline significantly in the first quarter of next year, with big customers such as MediaTek and AMD cutting orders one after another, and quarterly revenue will drop by 15% month-on-month.

In this regard, the legal person said that due to the impact of customer inventory adjustment, TSMC's performance in the first quarter of next year is likely to decline from the high point in the fourth quarter of this year, which should be the trough of operation next year. It is expected that with the inventory adjustment coming to an end, operations in the second quarter are expected to pick up slowly.

CTOnews.com learned that the legal person pointed out that due to inflation and rising energy costs, TSMC will adjust contract prices to its customers next year, which will help slow down the downward impact of the economy, and its revenue and profit performance will be relatively robust.