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Exodus991980
2021-12-13
Cool
@bluefun:台积电生意烧🔥起来 liao
Exodus991980
2021-08-23
Cool
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Exodus991980
2021-08-23
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Exodus991980
2021-08-23
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Exodus991980
2021-08-23
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Exodus991980
2021-08-23
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Exodus991980
2021-08-14
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Exodus991980
2021-07-13
$Apple(AAPL)$
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2021-07-05
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Exodus991980
2021-07-03
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2021-07-02
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2021-06-25
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2021-06-22
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2021-06-18
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Exodus991980
2021-06-13
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2021-06-11
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2021-06-10
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2021-06-10
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2021-06-10
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📍营收变化: YoY 年增率: +18.7% 📈 MoM 月增率: +10.2% 📈 随着电子产品缺料现象逐渐获得缓解,11月份芯片出货量持续畅旺,摆脱10月份低迷不振的局面,创下台积电历史第3 高营收 ⚠️ 最大原因导致台积电10 月份的营收大减是因为“零组件短缺现象严重 component shortages”。 ✅ 5 大营收排行榜(In TWD): 1️⃣ Sep21 - 152.7b 🛑 2️⃣ Jun21 - 148.5b 🛑 3️⃣ Nov21 - 148.3b 4️⃣ Aug21 - 137.4b 5️⃣ Oct21 - 134.5b 5nm 先进制程工艺技术目前已经是台积电的主力,非常广泛用在高阶芯片如: 🔍 高端智能手机 Smartphones 🔍 高效能运算 High Performance Computing 因半导体芯片需求强劲,订单满手,产能持续吃紧到2022年,相信台积电12月份的营收多半可以刷出历史新高,以达到在 Q321 业绩公布时所提供的Q421 营收指引(Guidance)。 🅾️ Q421 营收指引 Guidance:439.6b in TWD 🅾️ Q421 真实营收Actual(In TWD): ❇️ Oct21 - 134.5b ❇️ Nov21 - 148.3b ❇️ Dec21 - 156.8b(预测) 从我们团队精心做的图就可以看见,Q221, Q321 & Q421 台积电的营收趋势都是稳定向上👆","text":"半导体芯片制造龙头老大,台湾护国神山台积电 $Taiwan Semiconductor Manufacturing(TSM)$ 11月份的营收不出意外呈现“跳高”的趋势,把先休息后发力的气质发挥到极致 🤩🤩🤩 📍营收变化: YoY 年增率: +18.7% 📈 MoM 月增率: +10.2% 📈 随着电子产品缺料现象逐渐获得缓解,11月份芯片出货量持续畅旺,摆脱10月份低迷不振的局面,创下台积电历史第3 高营收 ⚠️ 最大原因导致台积电10 月份的营收大减是因为“零组件短缺现象严重 component shortages”。 ✅ 5 大营收排行榜(In TWD): 1️⃣ Sep21 - 152.7b 🛑 2️⃣ Jun21 - 148.5b 🛑 3️⃣ Nov21 - 148.3b 4️⃣ Aug21 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📍营收变化: YoY 年增率: +18.7% 📈 MoM 月增率: +10.2% 📈 随着电子产品缺料现象逐渐获得缓解,11月份芯片出货量持续畅旺,摆脱10月份低迷不振的局面,创下台积电历史第3 高营收 ⚠️ 最大原因导致台积电10 月份的营收大减是因为“零组件短缺现象严重 component shortages”。 ✅ 5 大营收排行榜(In TWD): 1️⃣ Sep21 - 152.7b 🛑 2️⃣ Jun21 - 148.5b 🛑 3️⃣ Nov21 - 148.3b 4️⃣ Aug21 - 137.4b 5️⃣ Oct21 - 134.5b 5nm 先进制程工艺技术目前已经是台积电的主力,非常广泛用在高阶芯片如: 🔍 高端智能手机 Smartphones 🔍 高效能运算 High Performance Computing 因半导体芯片需求强劲,订单满手,产能持续吃紧到2022年,相信台积电12月份的营收多半可以刷出历史新高,以达到在 Q321 业绩公布时所提供的Q421 营收指引(Guidance)。 🅾️ Q421 营收指引 Guidance:439.6b in TWD 🅾️ Q421 真实营收Actual(In TWD): ❇️ Oct21 - 134.5b ❇️ Nov21 - 148.3b ❇️ Dec21 - 156.8b(预测) 从我们团队精心做的图就可以看见,Q221, Q321 & Q421 台积电的营收趋势都是稳定向上👆","text":"半导体芯片制造龙头老大,台湾护国神山台积电 $Taiwan Semiconductor Manufacturing(TSM)$ 11月份的营收不出意外呈现“跳高”的趋势,把先休息后发力的气质发挥到极致 🤩🤩🤩 📍营收变化: YoY 年增率: +18.7% 📈 MoM 月增率: +10.2% 📈 随着电子产品缺料现象逐渐获得缓解,11月份芯片出货量持续畅旺,摆脱10月份低迷不振的局面,创下台积电历史第3 高营收 ⚠️ 最大原因导致台积电10 月份的营收大减是因为“零组件短缺现象严重 component shortages”。 ✅ 5 大营收排行榜(In TWD): 1️⃣ Sep21 - 152.7b 🛑 2️⃣ Jun21 - 148.5b 🛑 3️⃣ Nov21 - 148.3b 4️⃣ Aug21 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