This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Credit: Unsplash/CC0 Public Domain Taiwanese chipmaking giant TSMC announced Thursday a nearly 9 percent increase in net profits in the first quarter of 2024. Taiwan Semiconductor Manufacturing Company—whose clients include Apple and Nvidia—controls more than half the world's output of silicon wafers, used in everything from s ...

今日，台积电公布一季报，由于AI需求火爆，公司营收、净利润均大超预期，一年以来首次实现利润正增长。 受此影响，台积电美股夜盘交易一度拉升涨超4%。 AI需求强劲 财报显示，台积电一季度营收5926.4亿新台币，同比增长16.5%，环比减少5.3%，高于市场预期的5834.6亿新台币。 一季度的净利润2254.9亿新台币，同比增长8.9%，环比减少5.5%，同样高于市场预期2149亿新台币。 毛利率为53.1%，比去年四季度高了0.1个百分点，略高于市场预期的53%；营业利润率为42%，净利润率为 38%。 分产品来看，台积电第一季度3nm出货量占晶圆总收入的9%，5nm占37%，7nm占19%。先进技术(7nm及以下)的营收占晶圆总收入的65%。 分业务来看，由于季节性因素，台积电的手机业务一季度环比大幅下滑16%，HPC业务需求依然强劲，环比增长3%。 AI相关的HPC业务带来的收入已经达到46%，手机业务占比38%，汽车业务和IoT分别占比6%，DCE业务占比2%。 展望好于预期 展望二季度，台积电预计，二季度的营收为196亿美元-204亿美元，市场预期在191亿美元左右。 二季度，预计营业利 ...

智通财经APP获悉，荷兰芯片制造设备公司阿斯麦(ASML.US)在发布了令人失望的最新季度业绩后，拖累欧美芯片股齐跌。财报数据显示，第一季度新增订单额仅为36.1亿欧元，远低于市场预期的51亿欧元，相比2023年第四季度的91.9亿欧元订单额，下滑幅度惊人。这一消息一经披露，阿斯麦在欧洲市场的股价一度重挫超过6%，而在美股市场，其股价在夜盘交易中更是大跌超过11%。 受阿斯麦财报影响，芯片股普遍受到拖累。其中，英伟达在美股夜盘交易时段股价一度从上涨0.8%转为下跌近1%。然而，随着台积电公布超预期财报，市场情绪得到提振。台积电一季度净利润好于预期，显示出AI芯片需求的强劲。这一积极消息推动了芯片股的回升，iShares Semiconductor ETF夜盘一度上涨超过2%，英伟达、博通和Arm等公司的股价也纷纷上涨。 具体来说，在AI芯片需求持续强劲的背景下，全球最大芯片代工厂台积电一季度净利润好于预期。台积电一季度净利润为2255亿元台币(约合69.76亿美元)，预估2149.1亿元台币，同比增长8.9%;第一季度销售额5926.4亿元台币(约合183.33亿美元)，同比增长17%，预估5834.6亿元台 ...

智通财经APP获悉，由于全球范围无比强劲的人工智能(AI)芯片需求大幅提振芯片代工业务产生的营收规模，有着“全球芯片代工之王”称号的台积电(TSM.US)公布了一年来的首次净利润同比增长。这家苹果、英伟达以及AMD等众多美国芯片设计巨头们的最核心芯片代工厂今年前三个月净利润实现同比增长9%，至2,255亿新台币(大约70亿美元)，大幅超过华尔街分析师平均预期的2,149亿新台币，并且台积电管理层对于Q2的总营收展望区间高于分析师普遍预期。 这家全球最大规模合同芯片制造商、亚洲最高市值上市公司还公布了自2022年以来最快速的营收扩张步伐，表明全球科技企业对于AI领域最核心基础设施——AI芯片的无比强劲需求开始抵消智能手机市场，尤其是苹果iPhone系列需求相对低迷带来的影响。 财报数据显示，台积电3月份单月的营收高达1952.1亿新台币，同比增长34%，环比增长7.5%。2024年1月至3月的第一季度营收总额为新台币5926.4亿元，同比增长16.5%，高于分析师们普遍预期的5795 亿新台币。台积电Q1总营收折合美元则约为188.7亿美元，同比增长13%。台积电管理层预计，第二季度的总营收区间为196亿美元至 ...

Follow Invezz on Telegram , Twitter , and Google News for instant updates >Today, one of this earnings season’s most eagerly anticipated companies released their latest financial results.Are you looking for signals & alerts from pro-traders? Sign-up to Invezz Signals™ for FREE. Takes 2 mins.The Taiwan Semiconductor Manufacturing Company (TWSE: 2330, NYSE: TSM) reported its Q1 results for 2024 on April 18th, during the Taiwanese afternoon. The company announced net income of NT$225.49 billion (approximately ...

A logo of Taiwan Semiconductor Manufacturing Company (TSMC) is seen during the TSMC global RnD Center opening ceremony in Hsinchu on July 28, 2023. (Photo by Amber Wang / AFP)Taiwan Semiconductor Manufacturing Company on Thursday beat revenue and profit expectations in the first quarter, thanks to continued strong demand for advanced chips, particularly those used in AI applications.Here are TSMC's first-quarter results versus LSEG consensus estimates:Net revenue: 592.64 billion New Taiwan dollars ($18.87 b ...

Revenue and Profit - Net revenue for Q1 2024 was $18.873 billion (NTD 592.644 billion), a 16.5% YoY increase but a 5.3% QoQ decrease[2] - Gross profit for Q1 2024 was $10.015 billion (NTD 314.505 billion), representing a 53.1% gross margin, down 5.2% QoQ but up 9.8% YoY[2] - Net income for Q1 2024 was $7.172 billion (NTD 225.221 billion), a 5.5% QoQ decrease but an 8.8% YoY increase[2] - Earnings per share (diluted) for Q1 2024 were $0.28 (NTD 8.70), down 5.5% QoQ but up 8.9% YoY[2] - Comprehensive income for Q1 2024 was $8.487 billion (NTD 266.495 billion), a 32.5% QoQ increase and a 30.9% YoY increase[2] - Income Before Income Tax in 1Q 2024 was NTD 266,543 million, up 9.1% YoY from NTD 244,275 million in 1Q 2023[4] Cash and Assets - Cash and cash equivalents stood at $53.074 billion (NTD 1.698 trillion) as of March 31, 2024, a 15.9% increase compared to December 31, 2023[1] - Total assets increased to $180.889 billion (NTD 5.788 trillion) as of March 31, 2024, up 4.6% QoQ and 14.7% YoY[1] - Total current assets increased to $76.656 billion (NTD 2.453 trillion) as of March 31, 2024, up 11.8% QoQ and 22.9% YoY[1] - Cash and Cash Equivalents at End of Period reached NTD 1,698,196 million in 1Q 2024, up 22.6% YoY from NTD 1,385,233 million in 1Q 2023[4] Liabilities and Financing - Total liabilities stood at $66.324 billion (NTD 2.122 trillion) as of March 31, 2024, a 3.6% QoQ increase and an 8.7% YoY increase[1] - Net Cash Used in Financing Activities in 1Q 2024 was NTD 71,685 million, an 11.2% increase from NTD 64,487 million in 1Q 2023[4] - Cash Dividends Paid for Common Stock in 1Q 2024 were NTD 77,796 million, a 9.1% increase compared to NTD 71,308 million in 1Q 2023[4] Research and Development - Research and development expenses for Q1 2024 were $1.468 billion (NTD 46.109 billion), a 17.8% YoY increase but an 8.5% QoQ decrease[2] Cash Flow and Investments - Net Cash Generated by Operating Activities in 1Q 2024 was NTD 436,311 million, an increase of 10.5% compared to 1Q 2023 (NTD 385,245 million)[4] - Net Cash Used in Investing Activities in 1Q 2024 was NTD 159,807 million, a decrease of 41.3% from NTD 272,232 million in 1Q 2023[4] - Acquisitions of Property, Plant and Equipment decreased to NTD 181,305 million in 1Q 2024, down 40.1% from NTD 302,499 million in 1Q 2023[4] - Proceeds from Disposal or Redemption of Marketable Financial Instruments were NTD 50,224 million in 1Q 2024, slightly lower than NTD 51,050 million in 1Q 2023[4] - Effect of Exchange Rate Changes on Cash and Cash Equivalents was positive at NTD 27,949 million in 1Q 2024, compared to a negative NTD 6,107 million in 1Q 2023[4] Depreciation and Amortization - Depreciation & Amortization increased to NTD 159,023 million in 1Q 2024, a 44.1% rise compared to NTD 110,323 million in 1Q 2023[4]

motorenmano The investment thesis The thesis of this article is quite straightforward. I will argue that Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) stock is: A) well poised to break out of a multi-year resistance level near $130: and B) thus TSM has a large potential upside. I will argue for this thesis both by analyzing the technical signs and the fundamental business catalysts. And I will start with the technical signs first. The chart below shows the price-volume information for TS ...

Key PointsUnited Microelectronics is a contract chip maker (wafer foundry) based out of Taiwan.The company makes high-volume, low-end mature processing chips for Texas Instrument, Broadcom, Qualcomm and Cisco Systems.United Microelectronics shares are trading at 12.1X forward earnings.5 stocks we like better than United MicroelectronicsThanks to the artificial intelligence (AI) trend, the semiconductor industry has been on fire. Semiconductor stocks within the computer and technology sector are benefactors. ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...