Taiwan Semiconductor Manufacturing (TSM), lub ntiaj teb sab saum toj nti foundry, rau hnub Thursday tsoo cov kev cia siab rau thawj peb lub hlis twg thiab coj siab dua rau lub sijhawm tam sim no. Tab sis TSM Tshuag poob txawm tias qhov kev tshaj tawm zoo.
X
Lub tuam txhab, zoo dua lub npe hu ua TSMC, tau txais $ 1.40 ib feem ntawm Teb Chaws Asmeskas ntawm kev muag khoom ntawm $ 17.57 billion nyob rau lub Peb Hlis. Cov kws tshuaj ntsuam tau xav tias TSMC yuav khwv tau $ 1.27 ib feem ntawm kev muag khoom ntawm $ 16.74 billion, raws li FactSet. Raws li ib xyoos dhau ib xyoos, Taiwan Semi cov nyiaj tau los tau nce 47% thaum muag khoom nce 36%.
Rau lub quarter thib ob, TSMC kwv yees cov nyiaj tau los ntawm $ 17.6 billion rau $ 18.2 billion. Qhov nruab nrab ntawm $ 17.9 billion saum Wall Street qhov kev pom zoo kwv yees ntawm $ 17.33 billion.
Taiwan Semi kwv yees qhov nyiaj tau los tag nrho ntawm 56% rau 58% hauv lub Rau Hli Peb Hlis. Qhov ntawd yog nce los ntawm 55.6% hauv lub Peb Hlis Lub Peb Hlis.
TSM Stock Seesaws
Thaum sawv ntxov trading ntawm tus Tshuag lag luam hnub no, TSM Tshuag pib nce 3% tab sis tom qab ntawd thim rov qab. TSM Tshuag tau xaus qhov kev sib tham tsis tu ncua nqis 3.1% rau 98.36.
"Peb lub lag luam peb lub hlis twg thawj zaug tau txais kev txhawb nqa los ntawm HPC muaj zog (kev ua tau zoo hauv kev suav) thiab kev xav tau ntawm tsheb," Tus Thawj Saib Xyuas Nyiaj Txiag Wendell Huang tau hais hauv ib tsab ntawv. xov xwm tso tawm.
Nws hais ntxiv tias, "Txoj kev mus rau lub quarter thib ob 2022, peb cia siab tias peb txoj kev lag luam tseem yuav tau txais kev txhawb nqa los ntawm HPC thiab kev xav tau ntawm tsheb, ib feem cuam tshuam los ntawm lub caij nyoog smartphone."
Hauv thawj peb lub hlis twg, kev xa khoom ntawm 5-nanometer chips suav txog 20% ntawm tag nrho cov nyiaj tau los wafer thiab 7-nanometer chips suav txog 30%. Advanced thev naus laus zis, txhais tau tias yog 7-nanometer thiab cov thev naus laus zis ntau dua, suav txog 50% ntawm tag nrho cov nyiaj tau los wafer. Circuit widths ntawm chips yog ntsuas nyob rau hauv nanometers, uas yog ib-billionth ntawm ib 'meter'.
Taiwan Semi Tau Txais Los Ntawm Kev Ua Haujlwm Technology
Lub caij no, Wedbush Securities tus kws tshuaj ntsuam xyuas Matt Bryson rov hais dua nws qhov kev ua tau zoo tshaj plaws ntawm TSM Tshuag tom qab daim ntawv tshaj tawm.
"Peb txuas ntxiv pom TSMC tau txais txiaj ntsig los ntawm kev hloov pauv ntawm cov txheej txheem thev naus laus zis tshiab uas xav tau cov ntsiab lus ntxiv ntawm semiconductor (xws li 5G, AI, thiab lwm yam), "nws hais hauv daim ntawv rau cov neeg siv khoom. "Qhov txiaj ntsig tau nce siab ntawm kev loj hlob rau semis ua ke nrog TSMC qhov kev sib koom tsis tu ncua yuav tsum ua kom muaj kev loj hlob sai rau TSMC nyob rau lub sijhawm nruab nrab."
Tsis tas li ntawd, TSMC tau koom ua lag luam los ntawm Intel (INTC), Bryson hais.
TSM Tshuag qeb No. 17 ntawm 44 cov khoom lag luam hauv IBD's semiconductor manufacturing kev lag luam pawg, raws li IBD Stock Checkup. Nws muaj qhov nruab nrab IBD Composite Rating ntawm 69 tawm ntawm 99. IBD's Composite Rating muab tsib qhov kev ua tswv cuab sib cais rau hauv ib qho kev ntsuam xyuas yooj yim. Cov khoom lag luam loj hlob zoo tshaj plaws muaj qhov sib xyaw ua ke ntawm 90 lossis zoo dua.
Txij li thaum ntaus cov ntaub ntawv siab ntawm 145 thaum Lub Ib Hlis 13, TSM Tshuag tau poob 30% raws li hnub Wednesday kaw ntawm 101.50.
Ua raws li Patrick Seitz ntawm Twitter ntawm @IBD_PSeitz rau cov dab neeg ntxiv ntawm cov neeg siv khoom thev naus laus zis, software thiab cov khoom lag luam semiconductor.
KOJ UA LI CAS:
Apple Hardware Subscriptions tuaj yeem hloov kho iPhone sai
Pom Cov Txiaj Ntsig Zoo Li Qub Nrog MarketSmith Txawv Cov Qauv Cim & Cov Duab Ntsej Muag
Saib Cov Khoom Pov Tseg Hauv Cov Npe Ntawm Cov Thawj Coj Nyob Ze Ntawm Qhov Yuav Tsum Tau
Tau qhov twg los: https://www.investors.com/news/technology/tsm-stock-taiwan-semiconductor-crushes-q1-targets/?src=A00220&yptr=yahoo