Cosmiclatte
2021-10-14
Finally breaking out of the 109 zone?
TSMC stock surged 2.7% in premarket trading<blockquote>台积电股价在盘前交易中飙升2.7%</blockquote>
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The company posted record revenue of NT$414.7 billion for the quarter, according to previously disclosed figures.</p><p><blockquote>这家全球第一大代工厂周四表示,截至9月份的三个月净利润增长14%,至新台币1,563亿元(合56亿美元),而分析师平均预期为新台币1,496亿元。根据此前披露的数据,该公司本季度营收达到创纪录的新台币4147亿元。</blockquote></p><p> Demand for semiconductors that power everything from cars to the latest smartphones have driven lead times to record highs and helped contract chipmakers like TSMC fill order books. But capacity constraints have limited the Taiwanese company’s ability to fully capitalize on the boom, even as it set aside $100 billion to grow output over three years and evaluated potential new plants in Japan and Europe.</p><p><blockquote>从汽车到最新智能手机,对半导体的需求将交货时间推至历史新高,并帮助台积电等合同芯片制造商填补了订单。但产能限制限制了这家台湾公司充分利用繁荣的能力,尽管该公司拨出1000亿美元在三年内增加产量,并评估了日本和欧洲潜在的新工厂。</blockquote></p><p> Bottlenecks elsewhere in the supply chain, including in packaging and testing, as well as snarls in logistics have weighed on the industry.Apple Inc., which accounts for a quarter of TSMC’s revenue as its biggest customer, is likely to slash its projected iPhone 13 production targets this year by as many as 10 million units, Bloomberg News reported this week.</p><p><blockquote>供应链其他方面的瓶颈,包括封装和测试,以及物流方面的混乱,给该行业带来了压力。苹果公司是台积电最大客户,其收入占台积电收入的四分之一,该公司可能会大幅削减其预计的iPhone据彭博新闻社本周报道,13今年的产量目标多达1000万台。</blockquote></p><p> Gross margin in the September quarter was a better-than-expected 51.3%, following improvements in “backend profitability and a more favorable technology mix,” TSMC said. It’s rebounding from a nearly two-year low reached in the previous three months, in part because of currency fluctuations. TSMC will likely raise prices next year, Taiwanese media reported in August, a move that could help offset concerns over margins.</p><p><blockquote>台积电表示,由于“后端盈利能力和更有利的技术组合”的改善,9月份季度的毛利率为51.3%,好于预期。它正在从前三个月触及的近两年低点反弹,部分原因是货币波动。据台湾媒体8月份报道,台积电明年可能会提高价格,此举可能有助于抵消对利润率的担忧。</blockquote></p><p> “TSMC will be the last foundry to raise pricing during the ongoing semis shortage as some peers have already enacted two to three increases,” Cowen Inc. analysts led by Krish Sankar wrote in a Oct. 11 report. “We expect semis shortages will ease by 2H22 as incremental foundry industry capacity come online.”</p><p><blockquote>以Krish Sankar为首的Cowen Inc.分析师在10月11日的一份报告中写道:“台积电将是在持续的半成品短缺期间最后一家提高价格的代工厂,因为一些同行已经实施了两到三次提价。”“我们预计,随着铸造行业产能的增加,半成品短缺将在2022年下半年得到缓解。”</blockquote></p><p> The most advanced technologies accounted for 52% of TSMC’s revenue during the quarter, with 5 nanometer making up 18% and 7 nanometer 34%. Smartphones continue to be the largest contributor by product type at 44% of total revenue, while automotive customers made up 4% of revenue, in line with the previous quarter. TSMC has said it will increase shipments to the sector, which has been among the most badly affected by supply shortages.</p><p><blockquote>最先进的技术占台积电本季度收入的52%,其中5纳米占18%,7纳米占34%。按产品类型划分,智能手机仍然是最大的贡献者,占总收入的44%,而汽车客户占收入的4%,与上一季度持平。台积电表示,将增加对该行业的出货量,该行业是受供应短缺影响最严重的行业之一。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/500e82504121da2cfc208b654a419d95\" tg-width=\"854\" tg-height=\"484\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","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>TSMC stock surged 2.7% in premarket trading<blockquote>台积电股价在盘前交易中飙升2.7%</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\">\nTSMC stock surged 2.7% in premarket trading<blockquote>台积电股价在盘前交易中飙升2.7%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-10-14 16:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>TSMC stock surged 2.7% in premarket trading on profit, margins topping analyst expectations.</p><p><blockquote>台积电股价在盘前交易中飙升2.7%,利润率超出分析师预期。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/95e584aa7e8079b0a3bde0c51a7aef9b\" tg-width=\"850\" tg-height=\"620\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Taiwan Semiconductor Manufacturing Co.’s quarterly profit beat expectations as demand for the chips stayed robust in the face of worsening snarls in the supply chain.</p><p><blockquote>台积电公司的季度利润超出预期,因为面对供应链日益恶化的混乱,芯片需求依然强劲。</blockquote></p><p> The world’s No. 1 foundry said Thursday net income for the three months ended September rose 14% to NT$156.3 billion ($5.6 billion), compared with the NT$149.6 billion average of analyst estimates. The company posted record revenue of NT$414.7 billion for the quarter, according to previously disclosed figures.</p><p><blockquote>这家全球第一大代工厂周四表示,截至9月份的三个月净利润增长14%,至新台币1,563亿元(合56亿美元),而分析师平均预期为新台币1,496亿元。根据此前披露的数据,该公司本季度营收达到创纪录的新台币4147亿元。</blockquote></p><p> Demand for semiconductors that power everything from cars to the latest smartphones have driven lead times to record highs and helped contract chipmakers like TSMC fill order books. But capacity constraints have limited the Taiwanese company’s ability to fully capitalize on the boom, even as it set aside $100 billion to grow output over three years and evaluated potential new plants in Japan and Europe.</p><p><blockquote>从汽车到最新智能手机,对半导体的需求将交货时间推至历史新高,并帮助台积电等合同芯片制造商填补了订单。但产能限制限制了这家台湾公司充分利用繁荣的能力,尽管该公司拨出1000亿美元在三年内增加产量,并评估了日本和欧洲潜在的新工厂。</blockquote></p><p> Bottlenecks elsewhere in the supply chain, including in packaging and testing, as well as snarls in logistics have weighed on the industry.Apple Inc., which accounts for a quarter of TSMC’s revenue as its biggest customer, is likely to slash its projected iPhone 13 production targets this year by as many as 10 million units, Bloomberg News reported this week.</p><p><blockquote>供应链其他方面的瓶颈,包括封装和测试,以及物流方面的混乱,给该行业带来了压力。苹果公司是台积电最大客户,其收入占台积电收入的四分之一,该公司可能会大幅削减其预计的iPhone据彭博新闻社本周报道,13今年的产量目标多达1000万台。</blockquote></p><p> Gross margin in the September quarter was a better-than-expected 51.3%, following improvements in “backend profitability and a more favorable technology mix,” TSMC said. It’s rebounding from a nearly two-year low reached in the previous three months, in part because of currency fluctuations. TSMC will likely raise prices next year, Taiwanese media reported in August, a move that could help offset concerns over margins.</p><p><blockquote>台积电表示,由于“后端盈利能力和更有利的技术组合”的改善,9月份季度的毛利率为51.3%,好于预期。它正在从前三个月触及的近两年低点反弹,部分原因是货币波动。据台湾媒体8月份报道,台积电明年可能会提高价格,此举可能有助于抵消对利润率的担忧。</blockquote></p><p> “TSMC will be the last foundry to raise pricing during the ongoing semis shortage as some peers have already enacted two to three increases,” Cowen Inc. analysts led by Krish Sankar wrote in a Oct. 11 report. “We expect semis shortages will ease by 2H22 as incremental foundry industry capacity come online.”</p><p><blockquote>以Krish Sankar为首的Cowen Inc.分析师在10月11日的一份报告中写道:“台积电将是在持续的半成品短缺期间最后一家提高价格的代工厂,因为一些同行已经实施了两到三次提价。”“我们预计,随着铸造行业产能的增加,半成品短缺将在2022年下半年得到缓解。”</blockquote></p><p> The most advanced technologies accounted for 52% of TSMC’s revenue during the quarter, with 5 nanometer making up 18% and 7 nanometer 34%. Smartphones continue to be the largest contributor by product type at 44% of total revenue, while automotive customers made up 4% of revenue, in line with the previous quarter. TSMC has said it will increase shipments to the sector, which has been among the most badly affected by supply shortages.</p><p><blockquote>最先进的技术占台积电本季度收入的52%,其中5纳米占18%,7纳米占34%。按产品类型划分,智能手机仍然是最大的贡献者,占总收入的44%,而汽车客户占收入的4%,与上一季度持平。台积电表示,将增加对该行业的出货量,该行业是受供应短缺影响最严重的行业之一。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/500e82504121da2cfc208b654a419d95\" tg-width=\"854\" tg-height=\"484\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102519833","content_text":"TSMC stock surged 2.7% in premarket trading on profit, margins topping analyst expectations.\n\nTaiwan Semiconductor Manufacturing Co.’s quarterly profit beat expectations as demand for the chips stayed robust in the face of worsening snarls in the supply chain.\nThe world’s No. 1 foundry said Thursday net income for the three months ended September rose 14% to NT$156.3 billion ($5.6 billion), compared with the NT$149.6 billion average of analyst estimates. The company posted record revenue of NT$414.7 billion for the quarter, according to previously disclosed figures.\nDemand for semiconductors that power everything from cars to the latest smartphones have driven lead times to record highs and helped contract chipmakers like TSMC fill order books. But capacity constraints have limited the Taiwanese company’s ability to fully capitalize on the boom, even as it set aside $100 billion to grow output over three years and evaluated potential new plants in Japan and Europe.\nBottlenecks elsewhere in the supply chain, including in packaging and testing, as well as snarls in logistics have weighed on the industry.Apple Inc., which accounts for a quarter of TSMC’s revenue as its biggest customer, is likely to slash its projected iPhone 13 production targets this year by as many as 10 million units, Bloomberg News reported this week.\nGross margin in the September quarter was a better-than-expected 51.3%, following improvements in “backend profitability and a more favorable technology mix,” TSMC said. It’s rebounding from a nearly two-year low reached in the previous three months, in part because of currency fluctuations. TSMC will likely raise prices next year, Taiwanese media reported in August, a move that could help offset concerns over margins.\n“TSMC will be the last foundry to raise pricing during the ongoing semis shortage as some peers have already enacted two to three increases,” Cowen Inc. analysts led by Krish Sankar wrote in a Oct. 11 report. “We expect semis shortages will ease by 2H22 as incremental foundry industry capacity come online.”\nThe most advanced technologies accounted for 52% of TSMC’s revenue during the quarter, with 5 nanometer making up 18% and 7 nanometer 34%. Smartphones continue to be the largest contributor by product type at 44% of total revenue, while automotive customers made up 4% of revenue, in line with the previous quarter. TSMC has said it will increase shipments to the sector, which has been among the most badly affected by supply shortages.","news_type":1,"symbols_score_info":{"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":3746,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":31,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/825397718"}
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