半导体营收增长
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美股异动丨业绩利好发酵,日月光半导体盘前续涨约2%,昨日涨超7%创历史新高
Ge Long Hui· 2025-10-17 08:42
Core Insights - ASE Technology Holding Co., Ltd. (ASX.US) has seen a pre-market increase of approximately 2%, following a more than 7% rise during the previous trading session, reaching a historical high [1] - The company reported September revenue of NT$60.56 billion, reflecting a year-on-year growth of 9%, while third-quarter revenue reached NT$168.57 billion, marking a 5.3% increase compared to the previous year [1] - ASE's new advanced packaging plant, K18B, has commenced expansion, with production expected to start in the first quarter of 2028, which will create nearly 2,000 jobs [1] Financial Performance - September revenue: NT$60.56 billion, up 9% year-on-year [1] - Third-quarter revenue: NT$168.57 billion, up 5.3% year-on-year [1] - Closing price on October 16: $12.580, with a market cap of $27.337 billion [1] Stock Performance - Pre-market price on October 17: $12.790, an increase of 1.67% [1] - Historical high reached: $12.840 [1] - 52-week range: Lowest at $6.699 and highest at $12.840 [1]
台积电16日法说 业绩有望超标 全年营收将首度突破千亿美元
Jing Ji Ri Bao· 2025-10-11 23:30
Group 1 - TSMC is expected to hold a financial briefing on the 16th, where it will announce its revenue outlook, with optimistic projections for both Q3 and Q4 revenue due to strong demand for advanced process technology [1] - For Q3, TSMC's revenue is anticipated to average around $32.4 billion, surpassing the $30 billion mark, with a sequential increase expected in the second half of the year [1] - TSMC's revenue for the first nine months of 2025 is projected to reach approximately NT$2.76 trillion, marking a 36.4% year-on-year increase, which is also a record high for the same period [1] Group 2 - In a previous financial briefing, TSMC estimated Q3 revenue to be between $31.8 billion and $33 billion, with an average of $32.4 billion, reflecting a sequential growth of about 8% [2] - The gross margin for Q3 is projected to be between 55.5% and 57.5%, which is a decline compared to the previous quarter, influenced by a 6.6% appreciation of the New Taiwan Dollar [2] - TSMC's cumulative revenue from July to August reached NT$658.94 billion, with expectations for September revenue to be around NT$260 billion to NT$298 billion to meet the Q3 targets [2]