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TSMC November sales drop 14%

IC foundry Taiwan Semiconductor Manufacturing Company (TSMC) has reported consolidated revenues of NT$44.33 billion (US$1.5 billion) for November 2013, down 14.4% sequentially and hitting the second lowest monthly level so far this year.

TSMC's cumulative 2013 consolidated sales through November amounted to NT$547.34 billion, rising 16.6% from the same period of 2012.

Based on the sales guidance given by TSMC previously, the foundry's sales for December will have to register growth of at least 8% sequentially. TSMC estimated its fourth-quarter sales would be between NT$144 billion and NT$147 billion, a 9.6-11.4% decrease from a record high hit in the third quarter.

Fellow firm United Microelectronics (UMC) has announced November consolidated sales slipped 1.2% on month to NT$10.345 billion.

Compared to a year ago, UMC's consolidated sales for November 2013 represent a 2.5% increase. Accumulative 2013 sales through November were NT$113.91 billion, up 6.5% from a year earlier.

TSMC, UMC: Consolidated revenues, Oct 2012 - Oct 2013 (NT$m)

Month

UMC

TSMC

Sales

Y/Y

Sales

Y/Y

Oct-13

10,468

4.1%

51,795

3.7%

Sep-13

10,851

14.7%

55,382

27.8%

Aug-13

10,998

6.2%

55,091

11.3%

Jul-13

11,558

11.6%

52,103

7.4%

Jun-13

10,761

11.2%

54,028

24.3%

May-13

10,863

5.2%

51,788

17.2%

Apr-13

10,281

(0.8%)

50,071

23.5%

Mar-13

9,599

6.9%

44,134

18.9%

Feb-13

8,731

3.4%

41,182

21.5%

Jan-13

9,452

6.9%

47,439

37.1%

Dec-12

37,114

18.8%

Nov-12

10,090

44,253

23.4%

Oct-12

10,053

49,996

32.9%

*Figures are consolidated
Source: TSE, compiled by Digitimes, December 2013