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https://www.digitimes.com/news/a20200310PR200.html

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TSMC saw its monthly revenues in Februrary 2020 fall below the NT$100 billion (US$3.34 billion) mark for the first time since August 2019.

TSMC's consolidated revenues reached NT$93.39 billion in February, a 9.9% sequential decrease but a 53.4% increase from the year-ago level.

TSMC's cumulative 2020 revenues through February totaled NT$197.08 billion, rising 41.8% on year.

Market watchers expect TSMC to see its March revenues return to more than NT$100 billion, judging from the company's sales guidance given in January. TSMC estimated first-quarter revenues at between US$10.2 billion and US$10.3 billion, representing a sequential decrease of 0.8-1.8%.

But some other observers expect the coronavirus impact on TSMC's operations to become apparent in the second quarter. The foundry may encounter inventory adjustments at its clients during the quarter, resulting in lower revenues compared to the first quarter.

At TSMC's investors meeting in mid-January, company CEO CC Wei remarked that the global IC foundry market would increase 17% in 2020 outpacing the overall semiconductor sector's 8% growth. He said TSMC would continue to see its sales increase outperform the overall IC foundry market growth this year.