Taiwan Semiconductor Manufacturing Co Ltd

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1 Νοε 2013 (πριν από 3 χρόνια και 11 μήνες)

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Taiwan Semiconductor
Manufacturing Co Ltd
SEM Semiconductors & Semiconductor Equipment
INDUSTRY GROUP LEADER REPORT | 2013
Taiwan Semiconductor Manufacturing Co
Best company within industry
DJSI industry average
Company Description
Founded in 1987 and headquartered in Hsinchu, Taiwan, Taiwan Semiconductor Corp (TSMC) is the largest semiconductor foundry in the world. The
company does not market or distribute its products under its own brand name, but produces semiconductors on behalf of its customers. The company
maintains a wide customer base, and TSMC products are used in the computer, communications, consumer, industrial and other electronics market
segments. The communications segment accounts for 50% of revenue alone. The company employs more than 37,000 people worldwide and offers
customer services in North America, Europe, Japan, China South Korea and India. TSMC holds a very strong position in the manufacturing of 28-
nanometer technology. As more designers are migrating to 28 nm technology, TSMC has increased production at an unprecedented pace, with a
thirty-fold increase of product shipments. The company’s performance was driven mainly by the growing demand for mobile IC products such as
tablets and smartphones. In 2012, TSMC achieved record revenue with consolidated revenues reaching NT$ 506.25 billion, an 18.5% increase from
NT$ 427.08 billion in 2011.
TSMC has been a member of the DJSI World for 13 consecutive years. Sustainability strategies and initiatives have been in place for many years at
TSMC, and are incorporated in its long-term strategy. Over the last 10 years, the company has reduced its electricity consumption per wafer unit by
47% and water consumption by 56%. This is especially relevant as its total wafer capacity has increased 4.8 times. In addition to operational initiatives,
TSMC also demonstrates commitment to eco-efficiency by ensuring its products are geared towards reducing electricity consumption of end-product
electronic devices. To better carry out and coordinate sustainability efforts, the company founded the “Corporate Social Responsibility Committee” in
2011, which brings together representatives from all of TSMC’s business segments. Since 2012, corporate social responsibility has been a topic on its
Board meeting agenda and is regularly factored into the Board’s decision-making process. Annual CSR achievements are reported to the Board. TSMC
relies on its innovation capacity to further product efficiency. The company dedicates 8% of its revenue to R&D and employs 27.5% of its workforce in
the R&D department.
Sustainability Scores
Sustainability Performance
Total Scores
Economic Dimension
Environmental Dimension
Social Dimension
Taiwan
Country
Company
33,341
No of Employees
www.tsmc.com.tw
Web
2,605,788
Market cap (million)
Share
TWD
Currency
116.50
High 52 week
81.00
Low 52 week
-
Sales (million)
Key data
7.14
EPS
14.07
P/E Ratio
2012
2013E
499,872
6.42
15.65
COMPANY INFORMATION
Source: Bloomberg / September 04, 2013
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RobecoSAM AG - Josefstrasse 218 - 8005 Zürich - Switzerland - www.robecosam.com - Phone +41 44 653 10 30 - Fax +41 44 653 10 50 - index@robecosam.com
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Member of DJSI World, DJSI Emerging Markets
Company Performance for Selected Criteria
Economic Dimension
Product Quality and Recall Management
Corporate Governance
Supply Chain Management
Codes of Conduct/Compliance/Corruption&Bribery
Environmental Dimension
Water Related Risks
Climate Strategy
Product Stewardship
Operational Eco-Efficiency
Social Dimension
Social Reporting
Labor Practice Indicators and Human Rights
Human Capital Development
For information on assessment criteria, visit www.sustainability-indices.com
DJSI industry average
Taiwan Semiconductor Manufacturing Co
Best company within industry
Located at the beginning of the value chain, the semiconductor industry plays a critical role in the electronic sector. To ensure their long-term capacity
to innovate, companies have to properly manage innovation processes and attract and retain a skilled workforce. High-quality research and
development are important success factors, as shrinkage, migration to new materials and the introduction of more efficient production processes
become dominant trends. Other challenges include energy-efficient production processes and low energy consumption chips and processors. Quality,
performance and reliability must be monitored throughout the entire value chain. The semiconductor industry must also address the environmental
impacts of its own operations by reducing the use of chemicals and hazardous substances, generating less waste, by enhancing the energy efficiency of
ultra-clean spaces, and by reducing consumption of ultra-pure water. Considering the long lead time of capacity extensions, the semiconductor
industry's extreme cyclicality is forcing companies to pay close attention to strategic planning and business cycle management.
Industry Drivers
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Industry Group Leader Report - 2013
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