Shares in Taiwan Semiconductor Manufacturing (TSM 9.79%) rose 11.7% in the week to the close of trading on Thursday, according to data provided by S&P Global Market Intelligence. The overwhelming bulk of the move came after an excellent set of earnings delivered before the opening of trading on Thursday.Taiwan Semiconductor sets the toneInvestors closely follow the semiconductor sector because it tends to be "early cyclical." When manufacturers and other chip customers are preparing to ramp up production in ...

智通财经APP获悉，近日，台积电(TSM.US)召开FY23Q4业绩会。台积电表示，3nm下半年强劲增长，N3E于四季度进入量产，这得益于手机和HPC客户需求强劲，预计2024年3nm收入将增至三倍、占比提升至中位数10+%；2nm有望2025年量产，为HPC应用开发的晶背电源轨2nm方案将于2025H2可用并于2026年量产。 展望2024年，台积电认为全球半导体市场规模(不包括存储)同比增长超过10%；晶圆代工行业同比增长约20%；台积电营收预计逐季增长，2024年全年预计同比增长20%-25%，超过晶圆代工行业。 对于7nm的下降，台积电称主要是因为智能手机的下滑，在 10 年内，智能手机的需求从大约 14 亿部急剧下降到现在的大约 11 亿部。在这个时间范围内，7nm 的利用率受到了影响，随后一个主要客户推迟了产品推出。但公司有信心通过另一种方式回填 6/7nm 的产能，公司会在该工艺平台上开发特殊工艺，通过其他消费电子、射频、连接器等其他应用的需求来填补，产能利用率将在未来几年恢复到健康水平。 对于CoWoS产能扩张计划的进度，台积电介绍，公司正在努力将产能提高一倍以上，但目前受到供应商产能的限制。 ...

智通财经APP获悉，周四，台积电(TSM.US)股价走高，截至发稿，该股涨超8%，报111.46美元。该公司今日发布2023年第四季度业绩，季度营收为6255.29亿新台币，同比基本持平，环比增长14.4％，超出分析师预期的6163.56亿新台币；季度净利润为2387.12亿新台币超预期，同比下滑19.3%，环比增长13.1％；季度每股收益为9.21新台币，去年同期为11.41新台币；季度毛利率为53%。第四季度，公司3纳米的出货量占晶圆总收入的15%，5纳米占35%，7纳米占17%。 ...

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) Q4 2023 Earnings Call Transcript January 18, 2024 1:00 AM ET Company Participants Jeff Su - Director, Investor Relations Wendell Huang - Vice President and Chief Financial Officer C. C. Wei - Vice Chairman and Chief Executive Officer Mark Liu - Chairman Conference Call Participants Charlie Chan - Morgan Stanley Bruce Lu - Goldman Sachs Gokul Hariharan - JP Morgan Randy Abrams - UBS Laura Chen - Citi Brad Lin - Bank of America Krish Sankar - TD Co ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Credit: AI-generated image Taiwan's TSMC will formally open its new chipmaking foundry on Japan's Kyushu island on February 24, its chairman said Thursday, which is part of their plan to expand its global manufacturing footprint. Taiwan Semiconductor Manufacturing Company—whose clients include Apple and Nvidia—controls more th ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Credit: Pixabay/CC0 Public Domain Taiwanese chipmaking giant TSMC saw a nearly 20 percent drop in net profits in the fourth quarter of 2023, it announced Thursday. Taiwan Semiconductor Manufacturing Company—whose clients include Apple and Nvidia—controls more than half the world's output of silicon wafers, used in everything f ...

U.S. stock futures inched higher early Thursday, as Treasury yields dipped and stress eased in Asian markets.On Wednesday, the Dow Jones Industrial Average fell 94 points, or 0.25%, to 37267, the S&P 500 declined 27 points, or 0.56%, to 4739, and the Nasdaq Composite dropped 89 points, or 0.59%, to 14856.What’s driving markets U.S. equities remain in thrall to bonds. The good news for equity bulls on Thursday is that Treasury yields are nudging lower, encouraging index futures to stabilize. The S&P 500 has ...

周四，全球最大的代工芯片制造商——台积电发布了2023年第四季度业绩。 由于全球经济困境打击了汽车、手机和服务器等应用中使用的芯片的需求，公司第四季度净利润下降了19%，但仍超出了市场预期。 截至发稿，台积电美股盘后涨0.78%，市值5339.4亿美元。2023年全年，公司股价整体飙升超35%。 Q4净利润同比下滑 但超预期 财报显示，台积电Q4营收为新台币6255.29亿元，同比基本持平，但超出市场预期的6183亿新台币。净利润为新台币 2387.12亿元，同比下滑19.3%，但远超市场预期的2241.3亿元台币。 稀释每股收益为新台币9.21元（1.44 美元），也同比下降 19.3%。公司Q4毛利率为 53.0%，营业利润率为 41.6%，净利润率为 38.2%。 全年来看，公司净营收为新台币21617.4亿元，较2022年减少4.5%。以美元计算，2023年净营收为693.0亿美元，同比下降8.7%。 毛利率为54.4%，较2022年的59.6%下降5.2个百分点。营业利润率为42.6%，较2022年的49.5%下降6.9个百分点。 摊薄每股收益为新台币32.34元，较2022年的39.20元下降 ...

Taiwan-based chip maker Taiwan Semiconductor Manufacturing Co. Ltd. on Thursday reported a 19.3% fall in net profit, but still managed to beat expectations amid hopes a global chip slowdown is easing.TSMC 2330, +1.20% TSM, +1.26% reported net income of new Taiwan dollars $238.71 billion ($7.6 billion) in the fourth quarter from NT$295.90 billion in the year ago period. The company was expected to post net income of NT$224.67 billion for the quarter ended Dec. 31, according to a poll of analysts by S&P Globa ...

On January 18th, the latest financial results were announced by Taiwan Semiconductor Manufacturing Company (TSMC). As the world’s largest producer of semiconductors, which are used in the making of computers, electric cars and many clean energy solutions, the business could be poised to benefit greatly from investing trends in 2024. Falling flat at the Q4 finish lineCopy link to sectionNevertheless, earnings fell way below expectations, according to the company in a statement:Year-over-year, fourth quarter ...