台積電(TSM) 更新報告 營收毛利率均超預期,先進封裝供不應求將持續至 2026 年 季度業績摘要:公司 24Q2 總收入 6735.1 億新臺幣,同比增長 40.1%,折合 208.2 億美元,高於公司上季度指引中值的 200.0 億美元,也高於彭博一致預期的 201.1 億美元。其中晶圓收入 6165.2 億新臺幣,7 納米以下的先進制程貢獻 50%的營收。本季 度公司總成本 3153.8 億新臺幣,毛利率 53.2%,同比下滑 0.9 個 百分點。經營利潤 2865.6 億新臺幣,同比增長 41.9%。淨利潤 2478.5 億新臺幣,同比增長 36.3%,折合 76.6 億美元,高於一 致預期的 72.1 億美元。攤薄後每 ADR 收益 1.48 美元,高於一致 預期的 1.39 美元。 先進制程產能供不應求,ASP 漲價在即:Q2 公司 7nm 及小於 7nm 的先進制程貢獻收入 67%,同比/環比分別增長 14/2 個百分點, 其中 3nm 制程貢獻收入 15%,環比增加 6 個百分點,主要因中國 大陸企業礦機訂單激增。公司 N2、N2P、A16 制程研發進展順 利,海外工廠建設將稀釋 2-3pc ...

Fears of U.S. restrictions on the sector's trade with China seem to be fading.What a difference a week can make on the stock market.This truism seemed to be very much in force for microchip stocks on Monday. After last week's sell-off, many got off to a roaring start with the new trading week. Asian powerhouse Taiwan Semiconductor Manufacturing (TSM 2.16%) rose by over 2% on the day, as did its busy U.S. peer Broadcom (AVGO 2.36%). Lapping them both was chipmaking equipment specialist Lam Research (LRCX 6.5 ...

Taiwan Semiconductor Manufacturing (TSM) reported robust second-quarter 2024 results, wherein it beat estimates for both the top and the bottom lines on surging demand for advanced chips used in AI applications. This Taiwan-based chipmaker lifted revenue growth projects for the full year, reflecting its confidence in the longevity of the global AI spending boom.Investors seeking to tap TSM growth could consider ETFs having the largest allocation to the world’s largest contract semiconductor manufacturer. Th ...

BING-JHEN HONG TSMC's Leadership Is Undisputed Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world's foremost foundry for advanced semiconductor manufacturing. As a result, the Taiwan-based foundry dominates manufacturing for the leading process nodes with a market share of more than 90%. It directly competes against Intel (INTC) and Samsung (OTCPK:SSNLF), although TSMC's foundry leadership is undisputed. I last updated TSMC investors in April 2024. I downgraded the stock to a Ho ...

hapabapa On the 18th of July, Taiwan Semiconductor Manufacturing Company (NYSE:TSM) (OTC:TSMWF), the principal foundry for both NVIDIA (NVDA) and AMD (AMD) chips, announced its Q2 results. At 673.51 billion New Taiwan dollars (NT$) in revenue versus expectations of NT$657.58 billion and a net income of NT$247.85 billion versus an expectation of NT$238.8 billion, it could be argued there is cause for cheer. However, an increasing number of investors have concerns for the sector as a whole. Trend Drilldow ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

solarseven Chip companies have seen massive selling pressure in the last several days with names like Nvidia (NVDA), AMD (AMD), Broadcom (AVGO) and Taiwan Semiconductor Manufacturing (NYSE:TSM). However, TSMC reported strong financial results for its last quarter on Thursday which were overshadowed by the ensuing sell-off in the chip sector. TSMC benefited from ramping AI demand, with its revenues soaring 32.8% Y/Y and the company reporting gross margins that came in ahead of guidance. Given the recent ...

Loading...Loading...Needham analyst Charles Shi reiterated a Buy rating on Taiwan Semiconductor Manufacturing Co TSM with a price target of $210.Shi said Taiwan Semiconductor reported fiscal 2024 second-quarter results, with revenue of $20.82 billion and earnings per ADS of $1.48, beating consensus estimates on both the top and bottom lines.Taiwan Semiconductor’s performance can be attributed to strong demand for both the 3nm and 5nm nodes, which contributed 15% and 35% of total wafer revenue for the quarte ...

TSMC (TSM) could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.The power of a changing e ...

Taiwan Semiconductor Manufacturing NYSE: TSM, known by the acronym TSMC, is the world’s second-largest company in the semiconductor industry. Let’s examine TSMC's operations and review the company’s earnings release. We will conclude by examining the market reaction and what to watch for going forward.Get Samsung Electronics alerts:TSMC: Dominating the Advanced Logic Chip MarketTaiwan Semiconductor Manufacturing TodayTSMTaiwan Semiconductor Manufacturing$171.87 +0.67 (+0.39%) 52-Week Range$84.01▼$193.47Divi ...