智通财经APP获悉，荷兰芯片制造设备公司阿斯麦(ASML.US)在发布了令人失望的最新季度业绩后，拖累欧美芯片股齐跌。财报数据显示，第一季度新增订单额仅为36.1亿欧元，远低于市场预期的51亿欧元，相比2023年第四季度的91.9亿欧元订单额，下滑幅度惊人。这一消息一经披露，阿斯麦在欧洲市场的股价一度重挫超过6%，而在美股市场，其股价在夜盘交易中更是大跌超过11%。 受阿斯麦财报影响，芯片股普遍受到拖累。其中，英伟达在美股夜盘交易时段股价一度从上涨0.8%转为下跌近1%。然而，随着台积电公布超预期财报，市场情绪得到提振。台积电一季度净利润好于预期，显示出AI芯片需求的强劲。这一积极消息推动了芯片股的回升，iShares Semiconductor ETF夜盘一度上涨超过2%，英伟达、博通和Arm等公司的股价也纷纷上涨。 具体来说，在AI芯片需求持续强劲的背景下，全球最大芯片代工厂台积电一季度净利润好于预期。台积电一季度净利润为2255亿元台币(约合69.76亿美元)，预估2149.1亿元台币，同比增长8.9%;第一季度销售额5926.4亿元台币(约合183.33亿美元)，同比增长17%，预估5834.6亿元台 ...

智通财经APP获悉，由于全球范围无比强劲的人工智能(AI)芯片需求大幅提振芯片代工业务产生的营收规模，有着“全球芯片代工之王”称号的台积电(TSM.US)公布了一年来的首次净利润同比增长。这家苹果、英伟达以及AMD等众多美国芯片设计巨头们的最核心芯片代工厂今年前三个月净利润实现同比增长9%，至2,255亿新台币(大约70亿美元)，大幅超过华尔街分析师平均预期的2,149亿新台币，并且台积电管理层对于Q2的总营收展望区间高于分析师普遍预期。 这家全球最大规模合同芯片制造商、亚洲最高市值上市公司还公布了自2022年以来最快速的营收扩张步伐，表明全球科技企业对于AI领域最核心基础设施——AI芯片的无比强劲需求开始抵消智能手机市场，尤其是苹果iPhone系列需求相对低迷带来的影响。 财报数据显示，台积电3月份单月的营收高达1952.1亿新台币，同比增长34%，环比增长7.5%。2024年1月至3月的第一季度营收总额为新台币5926.4亿元，同比增长16.5%，高于分析师们普遍预期的5795 亿新台币。台积电Q1总营收折合美元则约为188.7亿美元，同比增长13%。台积电管理层预计，第二季度的总营收区间为196亿美元至 ...

Follow Invezz on Telegram , Twitter , and Google News for instant updates >Today, one of this earnings season’s most eagerly anticipated companies released their latest financial results.Are you looking for signals & alerts from pro-traders? Sign-up to Invezz Signals™ for FREE. Takes 2 mins.The Taiwan Semiconductor Manufacturing Company (TWSE: 2330, NYSE: TSM) reported its Q1 results for 2024 on April 18th, during the Taiwanese afternoon. The company announced net income of NT$225.49 billion (approximately ...

A logo of Taiwan Semiconductor Manufacturing Company (TSMC) is seen during the TSMC global RnD Center opening ceremony in Hsinchu on July 28, 2023. (Photo by Amber Wang / AFP)Taiwan Semiconductor Manufacturing Company on Thursday beat revenue and profit expectations in the first quarter, thanks to continued strong demand for advanced chips, particularly those used in AI applications.Here are TSMC's first-quarter results versus LSEG consensus estimates:Net revenue: 592.64 billion New Taiwan dollars ($18.87 b ...

motorenmano The investment thesis The thesis of this article is quite straightforward. I will argue that Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) stock is: A) well poised to break out of a multi-year resistance level near $130: and B) thus TSM has a large potential upside. I will argue for this thesis both by analyzing the technical signs and the fundamental business catalysts. And I will start with the technical signs first. The chart below shows the price-volume information for TS ...

Key PointsUnited Microelectronics is a contract chip maker (wafer foundry) based out of Taiwan.The company makes high-volume, low-end mature processing chips for Texas Instrument, Broadcom, Qualcomm and Cisco Systems.United Microelectronics shares are trading at 12.1X forward earnings.5 stocks we like better than United MicroelectronicsThanks to the artificial intelligence (AI) trend, the semiconductor industry has been on fire. Semiconductor stocks within the computer and technology sector are benefactors. ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is scheduled to report first-quarter 2024 results on Apr 18.For the first quarter, TSM anticipates revenues between $18 billion and $18.8 billion. The Zacks Consensus Estimate for the same is pegged at $18.38 billion, suggesting growth of 9.96% from the year-ago quarter’s reported figure.The consensus mark for first-quarter earnings is pegged at $1.29 per share, indicating a decline of 1.5% from the prior-year reported figure. The consensus estimate has ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Let's take a look at what these Wall Street heavyweights have to say about TSMC (TSM) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.TSMC currently has an average brokerage recomme ...

This stock allows investors to tap the fast-growing AI chip market at a reasonable valuation.Buying an artificial intelligence (AI) stock that's trading at an attractive valuation and is growing at an impressive pace might seem difficult right now considering that companies in a position to take advantage of this technology have witnessed a rapid jump in their share prices in the past year or so.Nvidia, for instance, is trading at 71 times trailing earnings, though the good part is that the chipmaker has be ...