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After the earthquake, the loss was not good. TSMC revised the Q1 gross profit margin and depreciated the revenue.
TSMC (2330-TW) (TSM-US), the Nanke Plant, suffered unexpected damage due to the Tainan earthquake on New Year's Eve. The company announced today (17th) that approximately 120,000 wafer shipments originally scheduled for the first quarter will now be postponed to the second. In addition, the gross profit margin for Q1 has been revised down to 44%–46%, a drop of 3 percentage points from the previous forecast. However, revenue for the first quarter was raised to between 201 billion and 203 billion NT dollars, driven by a stronger US dollar against the New Taiwan dollar and a slight increase in business volume—0.99% to 1.5%.
TSMC stated that while the earthquake did not cause structural damage to the Wafer 6, Wafer 14A, and Wafer 14B facilities in Tainan, the disruption to water, electricity, and gas supplies led to more severe production losses than initially assessed. The recovery time for equipment at Wafer 14A and the less-affected Wafer 6 plant also took longer than expected.
Following the quake, TSMC emphasized it had done everything possible to recover affected wafers, but delays were still inevitable. Shipments for Wafer 14A are expected to be delayed by 10 to 50 days, with 100,000 12-inch wafers moving from Q1 to Q2. Wafer 6 shipments will face delays of 5 to 20 days, with 20,000 8-inch wafers also pushed into the second quarter.
The impact on Wafer 14B was minimal, as other sites within the Hsinchu and Taichung Science Parks remained unaffected. TSMC also noted that the recent rise in business volume and the improved exchange rate of the US dollar against the NT dollar contributed positively to Q1 results. The assumed exchange rate of 1:33.18 for the first quarter is better than the previously estimated 1:32.50, which helped offset some of the negative effects from the delay in wafer shipments.
On January 14, TSMC had projected a gross margin of 47%–49% and an operating profit margin of 36.5%–38.5%. After factoring in insurance claims, the updated forecasts now stand at 44%–46% for gross margin and 33.5%–35.5% for operating profit. TSMC concluded that all earthquake-related costs have already been accounted for in the current quarterly outlook, and the company is working closely with customers to restore affected production as quickly as possible.