Vanguard (5347.TT): 8" Capacity Tightness with TSMC Standing Behind as Actionable

251 Views06 Feb 2022 18:43
In our estimate, Vanguard’s 4Q21 revenue/GM is NT$12.6bn/46.3%, and 1Q22 revenue/GM is NT$12.3bn/46.1% respectively. Vanguard dealt with clients to share the expansion cost, with TSMC standing behind.
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