法說會解釋毛利下降的原因.
let me explain to you. The sequential decline is mainly due to mix as the
contribution from N5 will increase, but it still carries a dilutive effect. And
secondly, we see a slower rate of cost improvement as our fabs continue to run
at a very high level of utilization, leaving less time to do cost improvement
activities. And lastly, and more technical thing is the absence of a positive
inventory revaluation in the quarter.
法說會提到關於毛利還有這一段.他們會提高價格,降低成本,來維持毛利.
And therefore, we are taking actions to ensure that we earn a proper return by
firming up our price, working with the supplier to drive the cost improvement.
We expect that the 50% gross margin remains our target and is achievable.
台積電的定價策略
C.C. Wei