- Taiwan Semiconductor tuav 54% kev lag luam hauv kev lag luam.
- Tuam txhab nyiaj Q3 2022 tau pom zoo dua li EPS kwv yees.
- TSM Tshuag tau pauv ntawm tus nqi lag luam ntawm $ 80.46.
TSMC Tseem tuav Kev Lag Luam Dominance
Kev lag luam semiconductor tau loj hlob sai sai raws li cov lag luam tau tsim $ 552.1 nphom hauv xyoo 2021. Thiab cov tuam txhab xws li Taiwan Semiconductor Manufacturing Industry (NYSE: TSM) tab tom tuav qhov chaw, nyiam cov neeg ua lag luam hauv kev ua si. Tsis ntev los no, Berkshire Hathaway coj ntau tshaj 60 lab lub tuam txhab koom nrog muaj nqis txog $ 4 billion. Qhov kev txav mus thawb TSM tus nqi Tshuag mus rau ntau dua 10% tom qab cov xov xwm tawg.
Taiwan Semiconductor tam sim no yog lub tuam txhab loj tshaj plaws hauv kev lag luam thiab muab cov chips rau cov koom haum xws li Apple (NASDAQ: AAPL), Qualcomm (NASDAQ: QCOM), Nvidia (NASDAQ: NVDA) thiab ntau dua. TSMC tuav ib tug tsov ntxhuav feem nyob rau hauv lub chip manufacturing chaw. Qhov kev txav los ntawm Warren Buffet lub tuam txhab coj NVDA cov nqi lag luam kom loj hlob los ntawm 2.28% hauv 24 teev dhau los tom qab tau txais.
TSMC cov nyiaj txiag lub quarter thib peb qhia tau zoo dua li qhov xav tau EPS rau $ 1.7 ib feem. Tab sis lawv poob luv luv ntawm lawv cov nyiaj tau los kwv yees ntawm $ 19.44, qhov xav tsis thoob ntawm $ 217.50 lab. Txawm hais tias lawv cov nyiaj tau los tau nce txij lub quarter dhau los los ntawm 44.38% rau 45.81%.
TSM Stock Chart Analysis
TSM cov khoom lag luam tau qhia txog kev poob qis thoob plaws hauv lub xyoo. Nws tau qhib siab txog $ 145 thaum Lub Ib Hlis 2022 tab sis poob rau $ 116 thaum lub hli kawg. Nws tuav ntau thaj chaw txhawb nqa, $ 99 thaum Lub Peb Hlis, $ 84 thaum lub Tsib Hlis 2022 thiab $ 73 thaum Lub Xya Hli. nws tuav qhov kev tawm tsam ntawm $ 91 thaum lub Yim Hli tab sis tsis tu ncua nqis mus rau $ 59 thaum Lub Kaum Hli 2022.
Tab sis qhov tsis ntev los no tau txais los ntawm Warren Buffet's Berkshire Hathaway tau txhawb nqa TSM Tshuag nqe dua. Qhov kev txav no ua rau muaj kev txaus siab ntawm cov tub ua lag luam, thaum kawg thawb cov tuam txhab koom nrog ntau dua 10% rau $ 82.93. Nws poob qis me ntsis thaum lub sijhawm thiab tau ua lag luam ntawm tus nqi lag luam ntawm $ 80.46 thaum lub sijhawm tshaj tawm.
Lub tuam txhab tam sim no tuav feem ntau ntawm cov khoom lag luam semiconductor thaum sib tw nrog kev lag luam loj xws li Samsung thiab Intel. Taiwan Semiconductor muaj thawj tus neeg siv hauv paus hauv Tebchaws Meskas suav txog 2/3rd ntawm lawv qhov muag. Lawv tab tom tsim lub plhaub Hoobkas hauv lawv lub chaw Arizona qhov chaw uas lub koom haum yuav tsom mus rau 3-nm nodes.
Raws li Bloomberg tsab ntawv ceeb toom, Apple's Macbook thiab A-series processors yog tsim los ntawm Taiwan Semiconductor Manufacturing Company. Tab sis ib tsab ntawv tshaj tawm tshiab hais tias cov tuam txhab iPhone tau hloov pauv lawv daim ntawv cog lus rau hauv Tebchaws Meskas thiab European cov koom haum.
Qhov no yuav ua pov thawj txaus ntshai rau TSMC vim tias nws tuaj yeem txo qis lawv txoj kev lag luam kev lag luam nrog rau TSM tus nqi sib faib loj. Nyob rau sab ci ntsa iab, qhov kev loj hlob hauv kev lag luam EV tuaj yeem pab lub tuam txhab kom vam meej yav tom ntej raws li cov khoom siv hluav taws xob feem ntau yog siv hauv cov tsheb tsis muaj zog thiab e-mobility.
Tau qhov twg los: https://www.thecoinrepublic.com/2022/11/17/tsm-stock-price-up-by-over-10-courtesy-of-berkshire-hathaway/