Motivator
2021-08-26
I sold it too early
Taiwan Semiconductor Is Raising Prices. Here’s What It Means for the Stock.<blockquote>台积电正在涨价。这就是它对股票的意义。</blockquote>
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Here’s What It Means for the Stock.<blockquote>台积电正在涨价。这就是它对股票的意义。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1186757151","media":"Barrons","summary":"Taiwan Semiconductor Manufacturing shares rallied Wednesday, after reports surfaced that the company","content":"<p><a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a> shares rallied Wednesday, after reports surfaced that the company planned to increase its prices for the chips it fabricates.</p><p><blockquote><a href=\"https://laohu8.com/S/TSM\">台积电</a>有报道称该公司计划提高其制造的芯片价格，周三股价上涨。</blockquote></p><p> American depositary receipts of Taiwan Semi ( ticker: TSM) advanced 4.4% to $117.03 on Wednesday.</p><p><blockquote>台积电（股票代码：TSM）的美国存托凭证周三上涨4.4%，至117.03美元。</blockquote></p><p> Taiwan Semi will raise prices for the most advanced chips it produces by 10% in 2022, and raise the price of the older chips it makes by 15% to 20%, according to several reports. The higher prices take effect in the first quarter of next year, as a global chip shortage has crippled the production of consumer goods ranging from vehicles to home appliances.</p><p><blockquote>根据多份报告，台积电将在2022年将其生产的最先进芯片的价格提高10%，并将其生产的较旧芯片的价格提高15%至20%。由于全球芯片短缺导致从汽车到家用电器等消费品的生产瘫痪，价格上涨将于明年第一季度生效。</blockquote></p><p> Typically, the chip manufacturer lowers prices each year, reflecting the increased efficiency of its manufacturing technology. This year Taiwan Semi kept its pricing for advanced chips the same, which is the equivalent of a price increase, according to a person familiar with the company’s business practices.</p><p><blockquote>通常，芯片制造商每年都会降低价格，反映出其制造技术效率的提高。据一位熟悉台积电业务的人士透露，今年台积电对先进芯片的定价保持不变，相当于涨价。</blockquote></p><p> The company raising its prices appears as an about-face, after executives said on its recent earnings call that its prices aren’t a reflection of booming chip demand.</p><p><blockquote>该公司提高价格似乎是一个大转变，此前高管在最近的财报看涨期权上表示，其价格并不能反映芯片需求的蓬勃发展。</blockquote></p><p> Taiwan Semi didn’t return a request for comment, and <i>Barron’s</i> was unable to immediately verify the price increase.</p><p><blockquote>台积电没有回复置评请求，并且<i>巴伦周刊</i>无法立即核实价格上涨情况。</blockquote></p><p> Separately, Needham analyst Charles Shi wrote in a research note that a 10% increase in Taiwan Semi’s prices could raise the company’s revenue growth rate by roughly 5%. That level of price increase would also add 1 percentage point to the company’s 2022 gross margins. Analysts forecast Taiwan Semi revenue to grow 18% to $56.4 billion this year, and 17% to $65.8 billion in 2022.</p><p><blockquote>另外，Needham分析师Charles Shi在一份研究报告中写道，台积电价格上涨10%可能会使该公司的收入增长率提高约5%。这一价格上涨水平也将使该公司2022年的毛利率增加1个百分点。分析师预测台积电今年营收将增长18%至564亿美元，2022年将增长17%至658亿美元。</blockquote></p><p> Shi said that several second tier foundries have raised prices already, which provides Taiwan Semi an excuse to charge more.</p><p><blockquote>施表示，几家二线代工厂已经提高了价格，这为台积电提供了提高价格的借口。</blockquote></p><p> Amid surging demand for semiconductors around the world, Taiwan Semi has announced $30 billion in capital spending for this year, and $100 billion over the next three years. Part of that spending plan includes a plant in Arizona that is under construction.</p><p><blockquote>在全球半导体需求激增的情况下，台积电宣布今年资本支出300亿美元，未来三年资本支出1000亿美元。该支出计划的一部分包括亚利桑那州正在建设的一家工厂。</blockquote></p><p> Shi reiterated his target price of NT$680 ($138) and his Buy rating. Thirty-three analysts rate Taiwan Semiconductor Manufacturing stock a Buy, and three have a Hold rating on the name. It doesn’t have any Sell ratings.</p><p><blockquote>施重申了680新台币（138美元）的目标价和买入评级。33名分析师将台积电股票评级为买入，3名分析师将该公司股票评级为持有。它没有任何卖出评级。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Taiwan Semiconductor Is Raising Prices. Here’s What It Means for the Stock.<blockquote>台积电正在涨价。这就是它对股票的意义。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTaiwan Semiconductor Is Raising Prices. Here’s What It Means for the Stock.<blockquote>台积电正在涨价。这就是它对股票的意义。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-26 21:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a> shares rallied Wednesday, after reports surfaced that the company planned to increase its prices for the chips it fabricates.</p><p><blockquote><a href=\"https://laohu8.com/S/TSM\">台积电</a>有报道称该公司计划提高其制造的芯片价格，周三股价上涨。</blockquote></p><p> American depositary receipts of Taiwan Semi ( ticker: TSM) advanced 4.4% to $117.03 on Wednesday.</p><p><blockquote>台积电（股票代码：TSM）的美国存托凭证周三上涨4.4%，至117.03美元。</blockquote></p><p> Taiwan Semi will raise prices for the most advanced chips it produces by 10% in 2022, and raise the price of the older chips it makes by 15% to 20%, according to several reports. The higher prices take effect in the first quarter of next year, as a global chip shortage has crippled the production of consumer goods ranging from vehicles to home appliances.</p><p><blockquote>根据多份报告，台积电将在2022年将其生产的最先进芯片的价格提高10%，并将其生产的较旧芯片的价格提高15%至20%。由于全球芯片短缺导致从汽车到家用电器等消费品的生产瘫痪，价格上涨将于明年第一季度生效。</blockquote></p><p> Typically, the chip manufacturer lowers prices each year, reflecting the increased efficiency of its manufacturing technology. This year Taiwan Semi kept its pricing for advanced chips the same, which is the equivalent of a price increase, according to a person familiar with the company’s business practices.</p><p><blockquote>通常，芯片制造商每年都会降低价格，反映出其制造技术效率的提高。据一位熟悉台积电业务的人士透露，今年台积电对先进芯片的定价保持不变，相当于涨价。</blockquote></p><p> The company raising its prices appears as an about-face, after executives said on its recent earnings call that its prices aren’t a reflection of booming chip demand.</p><p><blockquote>该公司提高价格似乎是一个大转变，此前高管在最近的财报看涨期权上表示，其价格并不能反映芯片需求的蓬勃发展。</blockquote></p><p> Taiwan Semi didn’t return a request for comment, and <i>Barron’s</i> was unable to immediately verify the price increase.</p><p><blockquote>台积电没有回复置评请求，并且<i>巴伦周刊</i>无法立即核实价格上涨情况。</blockquote></p><p> Separately, Needham analyst Charles Shi wrote in a research note that a 10% increase in Taiwan Semi’s prices could raise the company’s revenue growth rate by roughly 5%. That level of price increase would also add 1 percentage point to the company’s 2022 gross margins. Analysts forecast Taiwan Semi revenue to grow 18% to $56.4 billion this year, and 17% to $65.8 billion in 2022.</p><p><blockquote>另外，Needham分析师Charles Shi在一份研究报告中写道，台积电价格上涨10%可能会使该公司的收入增长率提高约5%。这一价格上涨水平也将使该公司2022年的毛利率增加1个百分点。分析师预测台积电今年营收将增长18%至564亿美元，2022年将增长17%至658亿美元。</blockquote></p><p> Shi said that several second tier foundries have raised prices already, which provides Taiwan Semi an excuse to charge more.</p><p><blockquote>施表示，几家二线代工厂已经提高了价格，这为台积电提供了提高价格的借口。</blockquote></p><p> Amid surging demand for semiconductors around the world, Taiwan Semi has announced $30 billion in capital spending for this year, and $100 billion over the next three years. Part of that spending plan includes a plant in Arizona that is under construction.</p><p><blockquote>在全球半导体需求激增的情况下，台积电宣布今年资本支出300亿美元，未来三年资本支出1000亿美元。该支出计划的一部分包括亚利桑那州正在建设的一家工厂。</blockquote></p><p> Shi reiterated his target price of NT$680 ($138) and his Buy rating. Thirty-three analysts rate Taiwan Semiconductor Manufacturing stock a Buy, and three have a Hold rating on the name. It doesn’t have any Sell ratings.</p><p><blockquote>施重申了680新台币（138美元）的目标价和买入评级。33名分析师将台积电股票评级为买入，3名分析师将该公司股票评级为持有。它没有任何卖出评级。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/taiwan-semiconductor-is-raising-prices-51629912146?mod=hp_DAY_8\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://www.barrons.com/articles/taiwan-semiconductor-is-raising-prices-51629912146?mod=hp_DAY_8","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186757151","content_text":"Taiwan Semiconductor Manufacturing shares rallied Wednesday, after reports surfaced that the company planned to increase its prices for the chips it fabricates.\nAmerican depositary receipts of Taiwan Semi ( ticker: TSM) advanced 4.4% to $117.03 on Wednesday.\nTaiwan Semi will raise prices for the most advanced chips it produces by 10% in 2022, and raise the price of the older chips it makes by 15% to 20%, according to several reports. The higher prices take effect in the first quarter of next year, as a global chip shortage has crippled the production of consumer goods ranging from vehicles to home appliances.\nTypically, the chip manufacturer lowers prices each year, reflecting the increased efficiency of its manufacturing technology. This year Taiwan Semi kept its pricing for advanced chips the same, which is the equivalent of a price increase, according to a person familiar with the company’s business practices.\nThe company raising its prices appears as an about-face, after executives said on its recent earnings call that its prices aren’t a reflection of booming chip demand.\nTaiwan Semi didn’t return a request for comment, and Barron’s was unable to immediately verify the price increase.\nSeparately, Needham analyst Charles Shi wrote in a research note that a 10% increase in Taiwan Semi’s prices could raise the company’s revenue growth rate by roughly 5%. That level of price increase would also add 1 percentage point to the company’s 2022 gross margins. Analysts forecast Taiwan Semi revenue to grow 18% to $56.4 billion this year, and 17% to $65.8 billion in 2022.\nShi said that several second tier foundries have raised prices already, which provides Taiwan Semi an excuse to charge more.\nAmid surging demand for semiconductors around the world, Taiwan Semi has announced $30 billion in capital spending for this year, and $100 billion over the next three years. Part of that spending plan includes a plant in Arizona that is under construction.\nShi reiterated his target price of NT$680 ($138) and his Buy rating. Thirty-three analysts rate Taiwan Semiconductor Manufacturing stock a Buy, and three have a Hold rating on the name. It doesn’t have any Sell ratings.","news_type":1,"symbols_score_info":{"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":547,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":15,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/810227173"}
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