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Aandeel Taiwan Semiconductor Manufacturing Company Ltd NYS:TSM.N, US8740391003

  • 138,300 26 apr 2024 22:00
  • +1,720 (+1,26%) Dagrange 135,945 - 138,740
  • 9.453.393 Gem. (3M) 15,9M

Forum Taiwan Semiconductor Manufacturing Company (TSMC) geopend

86 Posts
Pagina: 1 2 3 4 5 »» | Laatste | Omlaag ↓
  1. forum rang 4 IEX - Forummoderator 17 juni 2023 06:49
    TSMC, Company Info:
    TSMC (TWSE: 2330, NYSE: TSM) created the semiconductor Dedicated IC Foundry business model when it was founded in 1987. In 2022, TSMC served 532 customers and manufactured 12,698 products for various applications covering a variety of end markets including high performance computing, smartphones, the Internet of Things (IoT), automotive, and digital consumer electronics.

    Groet Henk
  4. forum rang 9 nine_inch_nerd 18 juni 2023 08:27
    Taiwan seeks closer EU ties in return for chip investment - minister
    Sun, June 18, 2023 at 12:03 AM GMT+2

    By Philip Blenkinsop

    (Reuters) - European countries should strengthen relations with Taiwan if they want continued Taiwanese investment in semiconductor production, Foreign Minister Joseph Wu said during a visit to Europe last week.

    Overseas investments by Taiwan Semiconductor Manufacturing Corp (TSMC), the world's largest contract chipmaker, need government approval, including for a potential factory in Germany.
    Wu said the government was not placing conditions on investments by TSMC and it was for the company to decide if a project would make a profit.
    Wu said Taiwan would not block investment in Europe, but there was a "philosophical issue" that a country wanting Taiwanese help needed to consider a broader picture of relations with Taiwan.
    "I think that is something for us to think about," he said. "Even though we are not selfish in stopping TSMC making investment in other countries, we certainly hope that other countries who want to attract TSMC... can also think about the situation Taiwan is in."
    China claims self-ruled Taiwan as its own territory and has never renounced the use of force to bring it under its control. Taiwan strongly objects to China's sovereignty claims and says only the island's people can decide their future.
    "If they can think along that positive line, the relations between Taiwan and European countries, major European countries, are going to be so much better than before," said Wu.
    The minister asked not to disclose the country he was in, due to the sensitivity of his trip. Taiwan has no formal diplomatic ties with any European country except the Vatican and China warned Europe against official ties ahead of Wu's visit.
    Wu did visit the Czech Republic and, according to sources, also travelled to Brussels, where EU and NATO headquarters are located.
    Wu said EU leaders were clearer than before in calling for peace in the Taiwan Strait, the stretch of water between China and Taiwan, and preservation of the status quo and said the bloc should consider more cooperation with Taiwan, such as a bilateral investment agreement (BIA).
    The EU included Taiwan on its list of potential BIA partners in 2015, but it has not held talks with Taiwan on the issue since.
    "It's very challenging," said Wu, adding he was concerned it was being held hostage due to a frozen EU-China investment deal.
    "We hope we can go ahead with it and we hope we can persuade the EU leadership to think about this in a positive way."
  5. forum rang 9 nine_inch_nerd 21 juni 2023 16:41
    Taiwan Semiconductor Manufacturing Company Ltd. (TSM) Is a Trending Stock: Facts to Know Before Betting on It
    Wed, June 21, 2023 at 3:00 PM GMT+2

    TSMC (TSM) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.

    Shares of this chip company have returned +15% over the past month versus the Zacks S&P 500 composite's +4.9% change. The Zacks Semiconductor - Circuit Foundry industry, to which TSMC belongs, has gained 12.7% over this period. Now the key question is: Where could the stock be headed in the near term?

    While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.

    Revisions to Earnings Estimates

    Rather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.

    We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

    For the current quarter, TSMC is expected to post earnings of $1.08 per share, indicating a change of -30.3% from the year-ago quarter. The Zacks Consensus Estimate has changed +0.3% over the last 30 days.

    The consensus earnings estimate of $5.32 for the current fiscal year indicates a year-over-year change of -19%. This estimate has changed -0.1% over the last 30 days.

    For the next fiscal year, the consensus earnings estimate of $6.26 indicates a change of +17.7% from what TSMC is expected to report a year ago. Over the past month, the estimate has changed -0.2%.

    With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #4 (Sell) for TSMC.

    The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

    Projected Revenue Growth

    Even though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

    In the case of TSMC, the consensus sales estimate of $15.52 billion for the current quarter points to a year-over-year change of -14.5%. The $71.59 billion and $82.01 billion estimates for the current and next fiscal years indicate changes of -5.7% and +14.6%, respectively.

    Last Reported Results and Surprise History

    TSMC reported revenues of $16.72 billion in the last reported quarter, representing a year-over-year change of -4.8%. EPS of $1.31 for the same period compares with $1.40 a year ago.

    Compared to the Zacks Consensus Estimate of $17.3 billion, the reported revenues represent a surprise of -3.35%. The EPS surprise was +8.26%.

    The company beat consensus EPS estimates in each of the trailing four quarters. The company could not beat consensus revenue estimates in any of the last four quarters.

    Valuation

    Without considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.

    While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S) and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

    As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

    TSMC is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

    Conclusion

    The facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about TSMC. However, its Zacks Rank #4 does suggest that it may underperform the broader market in the near term.
  6. forum rang 9 nine_inch_nerd 23 juni 2023 13:29
    Het is maar een visie, he.

    What Makes Taiwan Semiconductor Manufacturing Company Limited (TSM) Unique?
    Fri, June 23, 2023 at 10:58 AM GMT+2
    finance.yahoo.com/news/makes-taiwan-s...

    Artisan Focus Fund highlighted stocks like Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) in the first quarter 2023 investor letter. Headquartered in Hsinchu City, Taiwan, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is an integrated circuit and other semiconductor device manufacturer. On June 22, 2023, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) stock closed at $103.13 per share. One-month return of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) was -0.08%, and its shares gained 20.03% of their value over the last 52 weeks. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) has a market capitalization of $534.874 billion.

    "Accelerated card sales are expected to grow from $5.2B to ~$50B in 2026. Just last year this $50B was expected to be $15B-$17B, signifying the massive inflection at hand. We believe this step function in demand almost entirely accrues to Nvidia, one of our winners in Q1. Advanced Micro Devices (AMD) currently does not have an AI-specific accelerated card but should be in the market by the end of the year, making it also compelling. Regardless, Nvidia’s software is the only game in town, and we believe it will ultimately be layered on top of AMD or any other cards that come up. We are early in this process and believe we have sized this market more accurately than other research providers, giving us an advantage in executing and generating alpha in this area over the coming years. Downstream, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is also an important holding for us and one of only three companies that is currently able to manufacture these accelerated cards at scale. Among the three, Taiwan Semiconductor is the most advanced. As seen below, the mix shift in compute spending in the accelerated format represents a massive TAM shift."
  7. forum rang 9 nine_inch_nerd 24 juni 2023 17:40
    Ter info/een visie.

    2 Stocks to Take Advantage of the AI Revolution
    Both companies are secondary benefactors of the trend.
    Keithen Drury

    While the artificial intelligence (AI) hype cycle has driven some stock prices through the roof, others have only seen a modest gain or none at all. But some of these companies will still benefit from AI and should be considered alternative plays that allow investors to avoid overpaying for stocks with real upside.

    Two companies that meet this description are Taiwan Semiconductor Manufacturing (TSM -1.18%) and DigitalOcean Holdings (DOCN -1.08%). I think each is a great buy right now because they haven't seen the incredible AI run-up that others have. Read on to find out more about these two solid investments.

    1. Taiwan Semiconductor

    It takes a lot of computing power to create AI models, which means customers will have to beef up their infrastructure with the latest graphics processing units (GPUs) from Nvidia or AMD. With Nvidia's stock drastically overvalued from the demand surge and AMD not as concentrated in AI, they might make for OK investments, but not as good as Taiwan Semiconductor.

    TSMC, as it's also known, is the primary supplier for both companies' chips and has cutting-edge technology like 3-nanometer (3nm) and 5nm processes. These chips are more powerful and efficient than their predecessors, making them the choice for the latest AI technology.

    NYSE: TSM

    Taiwan Semiconductor Manufacturing

    Today's Change

    (-1.18%) -US$1.22

    Current Price

    US$101.91

    Key Data Points

    Market Cap

    $529B

    Day's Range

    US$101.00 - US$102.19

    52wk Range

    US$59.43 - US$110.69

    Volume

    8,919,044

    Avg Vol

    11,797,238

    Gross Margin

    58.27%

    Dividend Yield

    1.75%

    TSMC shares have seen some rise since Nvidia's groundbreaking second-quarter guidance shook the world: The stock is up 15% since. And there could be room for more.

    For the second quarter, TSMC guided for revenue between $15 billion to $16 billion. That would imply a year-over-year decline of 15% in U.S. dollars at the midpoint. This guidance is representative of a poor PC market and weakening consumers, but that is starting to turn around.

    Taiwan Semiconductor reports monthly revenue and saw a significant trend reversal in May with 19.4% growth in local currency over April.

    With TSMC's growth looking like it is accelerating over prior months, June's revenue would have to fall 8.4% compared to May's number for the company to come in at the top end of its revenue guidance. I don't see that happening with rising AI demand, and the company is well positioned for a substantial revenue beat.

    With the stock trading at a historically reasonable 16 times forward earnings, investors can confidently take a position in a company that will benefit from AI proliferation, regardless of which GPU or software company a customer buys products from.

    2. DigitalOcean

    Training AI models isn't easy work for a traditional PC. Any user interested in learning the fundamentals of AI, like machine learning (ML), often needs to bulk up on computing power, and that requires turning to the cloud. By renting a computer off-site, a user can access more computing power at an affordable rate.

    While many of the largest tech companies have their cloud computing offering, they don't specialize in catering to a small business or an individual user. That's where DigitalOcean comes in. With more than 147,000 customers (up 43% year over year), it has a large following that uses its cloud computing capabilities.

    ....................
  8. forum rang 9 nine_inch_nerd 25 juni 2023 14:31
    This timeless investment advice from the Oracle of Omaha resonates particularly well in periods of uncertainty.
    Danny Vena

    The past several years have been a whirlwind for investors. After soaring to new heights in 2021, the major market indexes did an abrupt about-face, plunging into the worst bull market in more than a decade. But after spending more than a year in the dumps, stocks have come roaring back, with the S&P 500 and the Nasdaq Composite up 14% and 29%, respectively (as of this writing), so far in 2023.

    Yet opinions are divided about what will happen next. As recently as March, the Federal Reserve Bank warned of a possibility of a mild recession at some point this year. At the same time, the S&P and the Nasdaq are both up by more than 20% from their recent lows, which by some standards means a new bull market has begun. With all these seemingly contradictory indicators, what are investors to do?

    People could do worse than follow the advice of renowned Berkshire Hathaway CEO Warren Buffett, who has an unsurpassed track record of investing success dating back decades. In short, the Oracle of Omaha argues now is the time to invest.

    Buffett acknowledges the uncertainty that accompanies periods that feature ongoing economic challenges, laying out the situation in stark terms:

    The financial world is a mess ... its problems, moreover, have been leaking into the general economy, and the leaks are now turning into a gusher. In the near term, unemployment will rise, business activity will falter, and headlines will continue to be scary.

    While this could be viewed as an apt description of the current situation, you might be surprised to find that this commentary was expressed at the height of the Great Recession in October 2008, in an opinion piece Buffett penned in The New York Times. Yet in it, he was also unequivocal that he was at that time buying stocks. Notably, the piece was published just months before the ensuing rebound.

    At the time, Buffett couldn't have possibly known that the market was already near its bottom and was about to embark on the longest bull run in stock market history.

    Buffett went on to say that no one could know for sure what would happen in the near term, but asserted that investors who kept their eyes firmly on the future would be richly rewarded (emphasis mine):

    I can't predict the short-term movements of the stock market. I haven't the faintest idea as to whether stocks will be higher or lower a month or a year from now. What is likely, however, is that the market will move higher, perhaps substantially so, well before either sentiment or the economy turns up. So, if you wait for the robins, spring will be over.

    He also said that "most major companies will be setting new profit records five, 10 and 20 years from now ... over the long term, the stock market news will be good."

    In other words, it doesn't matter if there's a recession or bull market in 2023. Investors should simply buy and hold for years, if not decades.

    Buying stocks on sale

    According to Buffett, one of the biggest mistakes investors make is paying too much for stocks. "Price is what you pay; value is what you get," he has said often, quoting his mentor Benjamin Graham -- the father of value investing. One of the best ways to avoid paying too much is to buy stocks when they're cheap. "Whether we're talking about socks or stocks, I like buying quality merchandise when it is marked down," said Buffett.

    One such company is Taiwan Semiconductor Manufacturing Company (TSM -1.18%) (also known as TSMC). It's the world's leading third-party chipmaker and is well positioned to benefit from the ongoing boom for chips used in artificial intelligence (AI).

    Many investors piled into Nvidia (NVDA -1.90%) after that company reported better-than-expected results for its fiscal 2024 first quarter (which ended April 30), and rightly so. Nvidia is the leading provider of processors used by AI systems. Helping fuel the excitement was a robust forecast, which guided for 64% year-over-year revenue growth in the current quarter, the result of soaring demand for AI. However, this helped drive Nvidia's valuation into the stratosphere -- the stock is currently selling for 224 times trailing earnings and 42 times sales.

    On the other hand, TSMC -- which manufactures all of Nvidia's advanced processors -- is trading for just 16 times earnings. To give that context, the S&P 500 currently has a price-to-earnings ratio of 25, making TSMC a screaming bargain.

    It's worth noting that Berkshire recently sold its position in TSMC due to Buffett's concerns about geopolitical tensions in the region. "I wish it weren't sold," he said, "but I think that's a reality." He went on to call TSMC "one of the best-managed companies and [most] important companies in the world ... There's no one in the chip industry that's in their league, at least in my view," Buffett said. That's high praise coming from one of the most successful investors of all time, who analyzes business performance for a living.
  9. forum rang 9 nine_inch_nerd 26 juni 2023 10:07
    Factbox-Japan ramps up efforts to strengthen its chip industry
    Mon, June 26, 2023 at 6:04 AM GMT+2

    TOKYO (Reuters) - Semiconductor materials maker JSR Corp's board will meet on Monday to discuss a potential multi-billion dollar buyout by a government-backed fund that would mark an acceleration of Japan's efforts to strengthen its chip industry.

    Below are investments in Japan announced by chipmakers and measures the government is taking to revive its semiconductor industry.

    WHICH COMPANIES ARE INVESTING?

    Taiwan Semiconductor Manufacturing Co (TSMC) announced in November a plan to build a $7 billion chip plant on Kyushu island, with production of 12 and 16 nanometre chips slated to begin in 2024.
    .....


    finance.yahoo.com/news/factbox-japan-...
  10. forum rang 9 nine_inch_nerd 26 juni 2023 11:40
    Baron Emerging Markets Fund made the following comment about Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) in its first quarter 2023 investor letter:

    "Semiconductor giant Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) contributed in the first quarter due to easing geopolitical concerns and expectations for end-demand recovery later in 2023. We retain conviction that Taiwan Semi’s technological leadership; pricing power; and exposure to secular growth markets, including high-performance computing, automotive, 5G, and IoT; will allow the company to sustain strong earnings growth over the next several years."
    finance.yahoo.com/news/taiwan-semicon...
  13. forum rang 9 nine_inch_nerd 3 juli 2023 10:12
    Broadcom and NVIDIA are strong in taking orders, soaring to 2024 in TSMC
    2023-07-03
    www.digitimes.com.tw/tech/dt/n/shwnws...
    With the great increase in beneficiary-generating AI applications, coupled with the announcement of the ban on U.S. locks, not only international manufacturers are competing for AI GPUs, but also Chinese operators do not ask about the price, how much they pull back to chase orders. Photo by Li Jianliang (data photo)
    With the great increase in beneficiary-generating AI applications, coupled with the announcement of the ban on U.S. locks, not only international manufacturers are competing for AI GPUs, but also Chinese operators do not ask about the price, how much they pull back to chase orders. Photo by Li Jianliang (data photo)

    TSMC's revenue should have a significant rebound in the second half of the year. In addition to the new iPhone, the main kinetic energy is also two large and one small pulls from Broadcom, NVIDIA and AMD. The strong film force will continue until 2024.

    According to semiconductor operators, the growth of the above three major factories mainly comes from the outbreak of AI demand. Among them, NVIDIA has predicted that the revenue of the latest quarter (May-July) will increase by 50% in the quarter, and it will hit $11 billion driven by the AI GPU shipment storm.

    Since the second quarter of 2022, the semiconductor industry has experienced a rapid supply-demand reversal crisis, and the supply has been trapped in the dilemma of full inventory, falling prices and low demand. Although the water level of most chip stocks has declined significantly one year later, due to the weakness of the European and American economies, coupled with the original expected recovery of the Chinese market, the semiconductor market situation has failed. The warm-back time is postponed again.

    Not only is the demand for consumer electronic products such as PCs and mobile phones still weak, but the growth momentum of servers and vehicles is not as good as expected. Previously, Intel exposed two consecutive quarter losses and Samsung Electronics' profit sharp declines, as well as TSMC's repair throughout the year. After a small decline in revenue, the market is more conservative about the semiconductor market in 2023.

    However, the launch of ChatGPT developed by Open AI triggered a comprehensive expansion of global generative AI application business opportunities in the first half of the year. In addition to driving the eruption of NVIDIA's AI GPU demand, Ultramicro will also launch the MI300 series of the same-level product, and Broadcom's AI-related customisation The kinetic energy of ASIC is also significantly enhanced.

    The three major factories are all invested by TSMC. Since the second season, they have not only increased TSMC's 5/7 nanometer family process orders quarter by quarter, but also strived to compete for TSMC's CoWoS production capacity. The strong order chasing kinetic energy has continued to 2024, and the overall order scale has increased by at least 20% compared with 2023.

    It is understood that the RTX 40 series launched by NVIDIA in 2022 has been transferred back to TSMC OEM production by Samsung. The existing AI GPU series has always been in TSMC. Previously, because the AI application was still in the embryonic stage, the shipment volume has not seen significant growth.

    However, the benefit of a large increase in generative AI applications, coupled with the announcement of the ban on lock in the United States, not only international manufacturers are competing for AI GPUs, but also Baidu and other Chinese operators do not ask about the price, how much to pull and how many orders are chased, and NVIDIA, which is constantly pouring in orders, has also eager to TSMC since the second season, whether it is H100/A10. 0 or A800 for China, the order of advanced process and advanced packaging doubled, and the order scale in the second half of the year increased by 50% compared with the first half of the year.

    In addition to NVIDIA's non-Apple customers, the revenue and capacity utilization rate to stop falling, another major customer is Broadcom.

    Compared with other chip operators, Broadcom's quarterly revenue increased by 8% from February to April, and the chip business performance exceeded market expectations. It increased by 9% against the trend, and the infrastructure software business also increased slightly by 3%. Broadcom maintained a steady view on the quarterly performance from May to July. In the face of industrial headwinds, the revenue still remained flat or small increase. .

    According to semiconductor manufacturers, Broadcom is one of the few companies with strong performance in the IC design industry. In the past year, when the market was sluggish, it did not cut orders from TSMC significantly. The 7/5 nanometer process is relatively stable, but since the second quarter of 2023, the order has also turned stronger, and the order scale in the second half of the year is estimated to double compared with the first half of the year. The number of films continued to increase in 2024.

    It is understood that in addition to continuing to cooperate with Apple, Broadcom has received orders for high-end ASIC chips from Google, Meta and other large manufacturers in terms of AI. This is also one of the chip manufacturers that the market believes to benefit from the AI generation after NVIDIA.

    Broadcom has always been one of the top six customers of TSMC. With the recovery of the semiconductor boom and the strong AI wave, Broadcom's performance will pick up quarter by quarter, winning the large orders of Broadcom 7/5nm and CoWoS, and the cooperation between the two sides will continue to 3nm and 2nm.

    In addition, although Chaowei has cut TSMC orders due to the weakness of the PC market, but with the demand for EPYC server processor platform and the MI300 series, which will be launched in the fourth season, it has also restarted the TSMC in the second half of the year.
  14. forum rang 9 nine_inch_nerd 5 juli 2023 18:55
    What Can Drive TSMC's Revenue Rebound? Strong Demand for AI Chips from Nvidia, Broadcom, AMD.

    Taiwan Semiconductor Manufacturing Company Ltd (NYSE: TSM) expects a significant revenue rebound in the year's second half.

    The launch of new Apple Inc (NASDAQ: AAPL) iPhones and strong demand for AI chips from Nvidia Corp (NASDAQ: NVDA), Broadcom Inc (NASDAQ: AVGO), and Advanced Micro Devices, Inc (NASDAQ: AMD), with robust wafer-start momentum is likely to trigger the rebound.

    Companies like TSMC had a challenging start during 2023 due to supply chain disruptions, weak demand further intensified by U.S. sanctions on Chinese industries, and the Russian-Ukraine conflict.
    finance.yahoo.com/news/apple-loses-ap...
  15. forum rang 9 nine_inch_nerd 10 juli 2023 09:19
    TSMC overtreft omzetverwachtingen

    Taiwan Semiconductor Manufacturing Company heeft in juni de omzet onder druk zien staan, maar overtrof in het afgelopen kwartaal wel de verwachtingen van analisten. Dit bleek maandag uit cijfers van de Taiwanese fabrikant van halfgeleiders.

    In juni boekte TSMC een omzet van 156,40 miljard Taiwanese dollar, omgerekend circa 4,55 miljard euro. Dat is 11,4 procent minder dan de 176,5 miljard dollar in mei dit jaar.

    Op jaarbasis daalde de omzet in juni met iets meer dan 11 procent.

    De omzet in het tweede kwartaal is zo uitgekomen op bijna 481 miljard Taiwanese dollar. Volgens Bloomberg hadden analisten gerekend op 476,2 miljard Taiwanese dollar.

    TSMC is een belangrijke afnemer van de Nederlandse chipmachinefabrikant ASML.
  16. forum rang 9 nine_inch_nerd 10 juli 2023 15:03
    TSMC ziet omzet onder druk staan
    Auteur: Dennis van den Brink Datum: 10-07-2023

    Eén van de grootste klanten van ASML publiceerde vandaag de cijfers over het afgelopen kwartaal. Taiwan Semiconductor Manufacturing Company zag de omzet onder druk staan maar kwam wel boven de verwachtingen uit. De winst daalde in vergelijking met hetzelfde kwartaal een jaar geleden met 11 procent, dit was ook beter dan de verwachtingen van de analisten.

    TSMC boekte een omzet in het tweede kwartaal van omgerekend 14 miljard euro, terwijl de analisten uitgingen van een omzet onder de 14 miljard euro. De behaalde winst kwam uit op 4,55 miljard euro. De verwachtingen voor zowel de omzet als de winst werden verslagen door de vraag naar kunstmatige intelligentie chips. Met name Nvidia is de belangrijkste klant op dit gebied. Volgens Bloomberg Intelligence analist Charles Shum is de tegenwind in de vraag naar chips voor smartphones sterker dan verwacht, dit doet afbreuk aan de sterke vraag naar kunstmatige intelligentie chips. Eerder kwamen geruchten naar buiten dat TSMC zou gaan snijden in hun investeringen in nieuwe machines voor dit jaar. Deze geruchten werden echter recent ontkracht door het Taiwanese bedrijf. Tijdens het publiceren van de kwartaalcijfers werd er niks expliciet gezegd over het aanpassen van hun investeringen.
  18. forum rang 9 nine_inch_nerd 17 juli 2023 16:43
    Tech war: China chip equipment makers expect a windfall in first half amid soaring demand for local machines
    The increase in expectations comes after the US and its allies intensified restrictions on China’s access to advanced chip equipment Naura Technology Group, a Beijing-based maker of etching tools, expects a year-on-year increase in profit of between 121 and 156 per cent

    Chinese chip equipment makers see surge in local demand. Photo: Shutterstock
    Naura posted a 51 per cent and 143 per cent jump in revenue and profit in the first half of 2022, respectively, while AMEC saw a 47 per cent surge in revenue and an 18 per cent increase in profit over the same period.

    China says chip output picked up in June but remains down in first half of year

    17 Jul 2023

    Both companies attributed their business growth to an increase in market share, with Naura attributing the improvement to “the steady increase in market share of the company’s semiconductor equipment business and the continuous improvement in operating efficiency”. AMEC said its etching equipment “continues to be recognised by more and more domestic and foreign customers”.

    AMEC added that it had cashed out part of its stake in Shanghai-listed Piotech, another Chinese chip equipment maker, a move which contributed to the profit surge. Piotech’s stock price has increased 49.5 per cent since the beginning of 2023 amid escalating US sanctions and China’s increased semiconductor self-sufficiency drive.

    Washington upgraded its export controls on China’s access to advanced US chip equipment last October, with its allies following suit this year. The Netherlands announced it would impose new export controls starting this September that bar high-end chip-making machines from being sold abroad without a permit. This came a month after Japan said its companies must obtain a licence before they can sell 23 types of chip-making equipment to China starting in July.

    Inside China Tech Newsletter

    With foreign players, such as US etching tool maker Lam Research, pulling their staff and operations out of China since late last year, the country’s local chip makers have rushed to find domestic alternatives, although most of them are unable to deliver advanced process nodes.

    Yangtze Memory Technologies Corp, China’s top memory chip maker, is planning to use domestically-sourced equipment to produce advanced flash memory products after it was put on a US trade blacklist last year, the Post reported in April.

    In the first three months of 2023, semiconductor equipment sales to China fell 23 per cent year on year to US$5.86 billion, in sharp contrast with increased shipments to North America and global markets in the same period, according to data from SEMI, a global industry association.

    Meanwhile, the global chip equipment market is likely to shrink this year amid global economic headwinds and an industrial downturn.

    In 2023, global sales of semiconductor manufacturing equipment by original equipment manufacturers are expected to contract by 18.6 per cent to US$87.4 billion, according to a SEMI report last week, which added that China is expected to surpass Taiwan to return as the top buyer in 2024.

    www.scmp.com/tech/tech-war/article/32...
  19. forum rang 9 nine_inch_nerd 20 juli 2023 09:08
    TSMC reports first profit drop in 4 years as electronics demand slump continues

    Taiwan Semiconductor Manufacturing Company, the world’s largest chipmaker, posted a second-quarter profit plunge Thursday as demand for consumer electronics continues to slump.

    Here are TSMC’s second quarter results versus Refinitiv consensus estimates:

    Revenue: 480.84 billion New Taiwan dollars ($15.68 billion), vs. NT$478.83 billion expected
    Net income: NT$181.8 billion, vs. NT$172.55 billion expected
    TSMC reported revenue slipped 10% from a year ago to NT$480.84 billion, while net income fell 23.3% from a year ago to NT$181.8 billion. The company had previously forecast second-quarter revenue between $15.2 billion and $16 billion.

    TSMC said business was impacted by macroeconomic headwinds “which dampened the end market demand, and led to customers’ ongoing inventory adjustment.”

    This is the company’s first quarterly net income decline since the second quarter of 2019.

    Recovery underway?

    TSMC is the top producer of the world’s most advanced processors, including the chips found in the latest iPhones, iPads and Macs. But demand for consumer electronics has plunged post-pandemic.

    Global demand for laptops and smartphones spiked during Covid-19 lockdowns, spurring smartphone and PC makers to stockpile chips. Now those companies are grappling with excess inventories as consumers cut back on purchases of these goods due to rising inflation. This has led to a fall in prices for chips.

    In May, TSMC’s largest customer Apple reported overall sales fell for the second quarter in a row.

    The global smartphone market plummeted 11% in the second quarter compared with a year ago, according to a report published Tuesday by data insights provider Canalys.

    But Canalys said there are signs pointing to a recovery in the smartphone market.

    “The smartphone market is sending early signals of recovery after six consecutive quarters of decline since 2022,” said Le Xuan Chiew, analyst at Canalys. “Smartphone inventory has begun to clear up as smartphone vendors prioritized cutting inventory of old models to make room for new launches.”
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