Taiwan Semiconductor yog qhov xaiv zoo tshaj plaws hauv kev lag luam Chip tsis muaj zog, hais tias tus kws tshuaj ntsuam

Ntawv loj

Bernstein ntseeg hais tias cov tub ua lag luam yuav tsum tau saib los ntawm ib qho kev cuam tshuam tam sim ntawd thiab tsom mus rau Taiwan Semiconductor Manufacturing Company lub hauv paus ruaj khov mus ntev.

Hnub Monday, tus kws tshuaj ntsuam Mark Li rov hais dua nws qhov kev ntsuas qhov ua tau zoo ntawm

TSMC

(Tus zuam:

TSM

) thiab hais tias nws yog "Top Pick" nyob rau hauv nws qhov kev pab cuam.

"Txawm hais tias qee tus yuav tsom mus rau kev kho hauv 1Q23 thiab qhov tsis txaus ntseeg ntawm macro hauv lub sijhawm luv, peb xav kom cov tub ua lag luam ua siab ntev," nws sau.

Lub tuam txhab yog lub ntiaj teb coob thib peb-tog foundry, dominating lub lag luam rau high-end chips, nrog rau lub ntsiab processors nyob rau hauv kua (

AAPL

) iPhones, smartphone chips siv los ntawm Qualcomm (

QCOM

), thiab computer processors rau Advanced Micro Devices (

AMD

).

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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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Tus kws tshuaj ntsuam tau txo qis nws lub hom phiaj rau TSMC shares mus rau $ 750 Taiwan las los ntawm $ 850 Taiwan las vim qhov nce paj paj. Qhov kev kwv yees tshiab sawv cev txog li 50% upside los ntawm qib tam sim no hauv TSMC's American depositary receipts. Nws hais tias TSMC tus nqi-rau-nyiaj tau los sib piv ntawm kwv yees li 13 npaug yog qhov txaus nyiam rau lub tuam txhab uas nws ua haujlwm yuav nce nws cov nyiaj tau los ntawm 24% txhua xyoo tus nqi tshaj li ob xyoos thiab ib nrab xyoo tom ntej.

Txawm hais tias Li xav tias kev muag khoom hauv thawj peb lub hlis twg ntawm xyoo tom ntej yuav qis dua qhov kev cia siab me ntsis raws li qhov kev thov rau Android smartphones thiab khoos phis tawj tsis zoo, nws kwv yees kev lag luam yuav txhim kho pib lub quarter thib ob nrog cov nyiaj tau los nce ntxiv hauv 2024.

Taiwan suav rau ntau dua 90% ntawm lub ntiaj teb kev tsim cov chips siab tshaj plaws, nrog rau Kaus Lim Qab Teb ntawm 8%, raws li tsab ntawv ceeb toom los ntawm Semiconductor Industry Association thiab Boston Consulting Group xyoo tas los. Feem ntau ntawm lub peev xwm los ntawm TSMC, uas tau tsim nyob rau hauv 1987 thiab tau pioneer lub lag luam qauv ntawm kev ua chips rau cov neeg siv khoom sab nraud. 

Sau ntawv rau Tae Kim ntawm [email tiv thaiv]