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2021-08-26
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Taiwan Semiconductor Is Raising Prices. Here’s What It Means for the Stock.<blockquote>台积电正在提高价格。这对该股意味着什么。</blockquote>
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Here’s What It Means for the Stock.<blockquote>台积电正在提高价格。这对该股意味着什么。</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>台湾半导体（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>据多份报告称，台湾半导体将在 2022 年将其生产的最先进芯片的价格提高 10%，并将其生产的旧芯片的价格提高 15% 至 20%。由于全球芯片短缺削弱了从汽车到家用电器等消费品的生产，价格上涨将在明年第一季度生效。</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>通常情况下，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。据一位熟悉台森公司商业行为的人士透露，今年台森公司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>该公司高管在最近的财报看涨期权上表示，其价格并不能反映出芯片需求的蓬勃发展，因此提价似乎是一个大转变。</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>台湾半导体没有回复置评请求，<i>巴伦</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，Taiwan Semi 的价格上涨 10%，可使公司收入增长率提高约 5%。这一价格上涨水平也将使公司 2022 年的毛利率增加 1 个百分点。分析师预测，台湾半导体收入今年将增长 18%，达到 564 亿美元，2022 年将增长 17%，达到 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，这给台森提供了提高收费的借口。</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正在亚利桑那州建设的一家工厂。</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>施重申了他的目标价为新台币 680 元（138 美元），并给予买入评级。33 名分析师对台积电股票给予买入评级，3 名分析师对该股票给予持有评级。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>台积电正在提高价格。这对该股意味着什么。</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>台积电正在提高价格。这对该股意味着什么。</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>台湾半导体（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>据多份报告称，台湾半导体将在 2022 年将其生产的最先进芯片的价格提高 10%，并将其生产的旧芯片的价格提高 15% 至 20%。由于全球芯片短缺削弱了从汽车到家用电器等消费品的生产，价格上涨将在明年第一季度生效。</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>通常情况下，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。据一位熟悉台森公司商业行为的人士透露，今年台森公司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>该公司高管在最近的财报看涨期权上表示，其价格并不能反映出芯片需求的蓬勃发展，因此提价似乎是一个大转变。</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>台湾半导体没有回复置评请求，<i>巴伦</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，Taiwan Semi 的价格上涨 10%，可使公司收入增长率提高约 5%。这一价格上涨水平也将使公司 2022 年的毛利率增加 1 个百分点。分析师预测，台湾半导体收入今年将增长 18%，达到 564 亿美元，2022 年将增长 17%，达到 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，这给台森提供了提高收费的借口。</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正在亚利桑那州建设的一家工厂。</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>施重申了他的目标价为新台币 680 元（138 美元），并给予买入评级。33 名分析师对台积电股票给予买入评级，3 名分析师对该股票给予持有评级。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":2842,"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":10,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/810277301"}
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