Taiwan Semi tshaj tawm cov txiaj ntsig muaj zog tshaj li kev kwv yees

Cov kws tshuaj ntsuam xyuas los ntawm FactSet tau kwv yees cov nyiaj tau los ntawm $ 1.65 ib ADR thiab cov nyiaj tau los ntawm $ 19.44 billion.

TSMC
2330,
-0.63%
shares trading hauv Taipei poob 0.6%.

Rau lub quarter thib plaub, TSMC cov thawj coj tau coj mus rau cov nyiaj tau los ntawm $ 19.9 billion thiab $ 20.7 billion, thaum cov kws tshuaj ntsuam tau ua qauv $ 19.84 billion nyob rau nruab nrab, raws li FactSet. Lub tuam txhab kuj tau qhia txog kev ua haujlwm ntawm 49% thiab 51%.

TSMC muab cov khoom siv chips uas tsis muaj lawv tus kheej tsim cov nroj tsuag, hu ua fabs, xws li Nvidia Corp.
NVDA,
-0.74%,
Advanced Micro Li Inc.
AMD,
+ 0.38%,
thiab Apple Inc.
AAPL,
-0.46%.
Qee lub tuam txhab ua haujlwm lawv tus kheej fabs xws li Intel Corp.
INTC,
+ 1.16%,
Micron Technology Inc.
MU,
-1.79%,
thiab Texas Seev Inc.
TXN,
-1.24%

Shares ntawm TSMC tau battered Tuesday ua raws li tsab ntawv ceeb toom tias cov neeg siv khoom tau tso tseg kev txiav txim thiab tias fab lub peev xwm puv yuav poob rau rau lub hlis tom ntej. ADRs ntawm TSMC tau poob ze li ntawm 47% xyoo no ib leeg.

Nyeem: Chip stocks tuaj yeem raug kev txom nyem phem tshaj plaws hauv ib xyoos raws li qhov cuam tshuam ntawm kev tsis txaus-tig-glut kis

Lub xyoo tau tshwj xeeb yog ntxhib ntawm kev lag luam semiconductor, nrog 44% freefall ntawm PHLX Semiconductor Index
SOX,
-0.90%,
uas tam sim no suav $ 332.48 billion TSMC ua lub tuam txhab lag luam loj tshaj plaws ntawm nws 30 feem. Lub Hsinchu, Taiwan-tus thib peb tog fab tau siv lub xyoo sib pauv qhov chaw saum toj kawg nkaus nrog Nvidia, uas tam sim no muaj nuj nqis ntawm $ 283.35 billion thiab tseem yog tus thawj coj ua tus loj tshaj plaws hauv Teb Chaws Asmeskas chip txiag los ntawm kev lag luam cap, nrog Broadcom Inc.
AWG,
-0.04%
tom qab ntawm $ 180.85 billion.

Tsis tas li ntawd tom qab yog SOX Performance index, piv nrog S&P 500 index's
SPX,
-0.33%
25% poob thiab 33% poob ntawm tech-heavy Nasdaq Composite Index
COMP,
-7.51%.
Investor optimism muaj tag nrho tab sis khiav tawm rau semis raws li cov kws tshuaj ntsuam caum ib tug trajectory uas hem tias yuav ua rau xyoo 2022 yog xyoo phem tshaj plaws rau cov khoom lag luam chip as Kev xa khoom PC raug kev txom nyem poob qis tshaj plaws ntawm cov ntaub ntawv.

Teev ua ntej TSMC qhia txog cov nyiaj tau los, Applied Materials Inc.
AMAT,
-0.38%,
uas muab cov fabs nrog cov tshuab nyuaj uas xav tau hauv chav huv huv, ceeb toom tias nthuav kev txwv ntawm cov khoom nws tuaj yeem muag rau Suav teb yuav raug nqi nce mus txog $ 1 nphom hauv kev muag khoom kis tau rau lub sijhawm rau lub hlis.

Lub tuam txhab yog qhov tseeb los koom nrog "$ 1 nphom" pab pawg uas tau tsim nyob rau ob peb lub hlis dhau los. Applied Materials 'kev ceeb toom ua raws li ib qho ntawm ib qho ntawm cov neeg ua haujlwm zoo tshaj plaws hauv lub xyoo no, AMD, uas shaved $ 1 billion tawm ntawm nws cov kev kwv yees Raws li kev muag khoom rau cov neeg muag khoom PC poob qis, txuas ntxiv yam uas tau dhau los ua qhov ploj lawm $ 1 nphom hauv lub quarter no.

Nyeem: Chip stocks crushed mus rau ob-xyoos qis raws li ntau tech, AI txwv rau Tuam Tshoj ntxiv rau kev txom nyem

Thaum kawg ntawm lub Cuaj Hli, tus tsim lub cim xeeb-chip Micron tau hais tias "tsis tau muaj dua" kev lag luam downcycle hnav. $1-billion-duas-qhov loj me hauv lawv lub hnab ris rau lub quarter, thiab thaum lub Yim Hli lig, Nvidia txiav $ 1 billion los ntawm nws qhov kev kwv yees.