Taiwan Semi Tshuag yog nce. Tus kws tshuaj ntsuam pom ntau qhov kev thov los ntawm Intel thiab Apple.

Ntawv loj

Taiwan Semiconductor Manufacturing Shares tau ua lag luam siab dua hnub Monday, tau txais kev txhawb nqa los ntawm Morgan Stanley tus kws tshuaj ntsuam Charlie Chan, uas tau tsa nws qhov kev ntsuam xyuas ntawm daim ntawv cog lus-chip-tsim loj heev rau Nyhav los ntawm Qhov Sib npaug, pom qhov "zoo heev rau lub sijhawm ntev."

Chan ceeb toom tias xyoo 2022, "kev poob qis ib nrab tau tshwm sim," taw qhia rau kev xav tau ntawm cov neeg siv khoom xav tau ntawm tus kheej lub computer, smartphones thiab TVs. Nws kuj pom "kev pheej hmoo loj hlob" ntawm kev poob qis hauv cov chips siv hauv crypto mining muab cov nqi tsis ntev los no hauv cov nqi cryptocurrency.

Tab sis Chan pom cov teeb meem no yog kev hloov pauv. Nws kwv yees tias Taiwan Semiconductor (ticker:

TSM) yuav siv nyiaj $ 140 nphom rau cov txheej txheem tshiab thev naus laus zis nyob rau lub sijhawm 2019-2023, txuas ntxiv nws cov thawj coj ntawm cov neeg sib tw, thiab muab Taiwan Semi "ze rau monopoly" ntawm kev siv tshuab chipmaking. Nws xav tias lub tuam txhab yuav muaj ze li ntawm 100% kev ua lag luam sib koom rau cov chips uas tsim los ntawm 3-nanometer linewidths.

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Cov ntawv xov xwm sau npe

Lub Barron Hnub

Kev sib tham thaum sawv ntxov txog qhov koj yuav tsum paub nyob hauv hnub ua ntej, suav nrog kev tawm tswv yim tshwj xeeb los ntawm Barron thiab MarketWatch cov kws sau ntawv.

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Thiab nws pom qhov tseem ceeb tshiab ntawm kev xav tau tshwm sim. Nws hais li ntawd

Intel

(INTC) zoo li yuav txhawb nqa outsourcing rau microprocessor ntau lawm rau 20% ntawm nws cov kev xav tau tag nrho hauv xyoo 2024, vam khom los ntawm Taiwan Semi. Thiab nws pom kev thov ntxiv los ntawm

Kua

's (AAPL) txuas ntxiv mus rau hauv kev tsim cov chips, tshwj xeeb hauv kev tsim kho hauv tsev ntawm modem chips rau iPhone. Nws kuj pom qhov kev thov loj hlob los ntawm

Sony

(SONY) rau cov duab sensors. Zuag qhia tag nrho, Chan xav tias Taiwan Semi tuaj yeem ncav cuag $ 100 nphom hauv cov nyiaj tau los hauv 2024, nce ntawm $ 75.6 nphom hauv 2021.

"TSMC yog cov khoom lag luam zoo tshaj plaws hauv peb cov kev pabcuam muab nws cov nyiaj txiag muaj zog thiab kev coj noj coj ua thev naus laus zis," tus kws tshuaj ntsuam xaus. "Tam sim no cov khoom lag luam tau ua lag luam ntawm 21 zaug 2022 thiab 18 zaug 2023 cov nyiaj tau los, ntawm peb qhov kev kwv yees - txaus nyiam hauv kev pom ntawm nws cov qauv kev loj hlob."

Teb Chaws Asmeskas cov ntawv txais nyiaj ntawm Taiwan Semi tau nce 1.2%, rau $ 122.47.

Sau ntawv rau Eric J. Savitz ntawm [email tiv thaiv]