TSMC Cuts 2023 Outlook

The transcript discusses TSMC's revised earnings outlook, highlighting a 10% revenue drop in USD terms, affecting share prices in the US and Taipei. It also covers the delay in TSMC's Arizona plant production to 2025, potentially impacting President Biden's economic policies. Lastly, it addresses TSMC's CapEx guidance, maintaining a range of $32-36 billion, with a noted decline in capital intensity for future investments.

How much did TSMC cut its revenue outlook for the year?

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What was TSMC's original expectation for the mass production start date in Arizona?

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What impact might the delay in TSMC's plant have on President Joe Biden's campaign?

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What is the expected capital expenditure (CapEx) range for TSMC this year?

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What does TSMC's management indicate about its capital intensity over the next few years?

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