Taiwan Semiconductor Manufacturing

A Company Few Americans Know Is About to Dethrone Intel

(Bloomberg) -- For more than 30 years, Intel Corp. has dominated chipmaking, producing the most important component in the bulk of the world’s computers. That run is now under threat from a company many Americans have never heard of.

Taiwan Semiconductor Manufacturing Co. was created in 1987 to churn out chips for companies that lacked the money to build their own facilities. The approach was famously dismissed at the time by Advanced Micro Devices Inc. founder Jerry Sanders. "Real men have fabs," he quipped at a conference, using industry lingo for factories.

These days, ridicule has given way to envy as TSMC plants have risen to challenge Intel at the pinnacle of the $400 billion industry. AMD recently chose TSMC to make its most advanced processors, having spun off its own struggling factories years before.

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“It’s a once-in-a-50-year situation,” said Renee James, the former No. 2 at Intel who heads startup Ampere. Her company is less than two years old and yet it’s going after Intel’s dominant server chip business. That Ampere thinks it can compete is a testament to stumbles by Intel, and TSMC’s ability to benefit from those mistakes.

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TSMC expects 5G earnings boost, flags South Korea-Japan spat as risk

TAIPEI (Reuters) - Taiwan Semiconductor Manufacturing Co Ltd (TSMC) on Thursday said it expects a stronger half-year on 5G telecoms demand, and that a dispute over chip-making materials between Japan and South Korea is its most uncertain factor.

The world's largest contract chipmaker reported a decline in second-quarter profit, but said demand is likely to recover during the rest of 2019 particularly from smartphone makers, hampered at present by the impact of a Sino-U.S. trade war.


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Earlier, TSMC, a proxy for technology demand as its clients include iPhone maker Apple and chip leader Qualcomm Inc, reported a 7.6% decline in April-June net profit at T$66.77 billion ($2.15 billion), meeting analyst estimates.

Revenue rose 3.3% to T$241 billion, but fell 1.4% to $7.75 billion in U.S. dollar terms - still topping both the firm's forecast and the average of 23 analyst estimates compiled by Refinitiv.


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https://finance.yahoo.com/news/tsmc-seco...04893.html

TSM Stock Nudges Lower After Good Third Quarter

Taiwan Semiconductor Manufacturing Company TSM reported a strong quarter that was likely driven by its key customers Apple AAPL, which is reportedly seeing stronger demand for iPhones after taking down prices; Advanced Micro Devices AMD, which is leaning on it for its 7nm high performance computing (HPC) and other chips; and NVIDIA NVDA, which is using it for its graphics chips.

The strong demand is leading TSM to build out capacity, which accounts for the 14.3% year-over-year increase in net PP&E. At the same time, its maturities are coming forward (55.9% reduction in long-term debt and 53.8% increase in current liabilities), so the 3.2% reduction in cash on hand may not be a particularly wonderful thing.

Here are some of the numbers-

Revenue of $9.40 billion was up 21.3% sequentially and 10.7% year on year (better than the guided $9.1-$9.2 billion).

More than half of it came from the advanced technology nodes of 7nm, 10nm and 16nm, which accounted for a respective 27%, 2% and 22% of revenue in the last quarter.

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https://finance.yahoo.com/news/tsm-stock...08016.html



Smartphones were the biggest end market, contributing 49% of revenue, HPC 29%, IoT 9%, DCE 5%, automotive 4% and other 4%.

TSMC Posts Record Q2 Profits, Sees Robust Chip Demand In 2020 Amid 5G Boost

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TSMC said profits for the three months ending in June came in at T$120.8 billion ($4.1 billion), up 81.1% from the same period last year to a record high and firmly ahead of the Refinitiv-collected forecast of $T111.00 billion.

Group revenues, which TSMC reports in U.S. dollars, rose 34.1% to $10.4 billion, a figure it expects to hit between $11.2 billion and $11.5 billion over the third quarter - a 22% surge from the same period in 2019. Its 2020 revenue forecast was also improved, with the group now seeing a 20% gain on last year, compared to a "mid- to high-teens" percentage gain forecast earlier in the spring.


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https://www.thestreet.com/investing/tsmc..._ven=YAHOO

TSMC Posts Record Q2 Profits, Sees Robust Chip Demand In 2020 Amid 5G Boost

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TSMC said profits for the three months ending in June came in at T$120.8 billion ($4.1 billion), up 81.1% from the same period last year to a record high and firmly ahead of the Refinitiv-collected forecast of $T111.00 billion.

Group revenues, which TSMC reports in U.S. dollars, rose 34.1% to $10.4 billion, a figure it expects to hit between $11.2 billion and $11.5 billion over the third quarter - a 22% surge from the same period in 2019. Its 2020 revenue forecast was also improved, with the group now seeing a 20% gain on last year, compared to a "mid- to high-teens" percentage gain forecast earlier in the spring.


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https://www.thestreet.com/investing/tsmc..._ven=YAHOO

Danke für die Info.
Deshalb ist heute Semi-ETF SMH stärker als QQQ.

Taiwan Semiconductor Tops Third-Quarter Earnings Target On 5G Lift
PATRICK SEITZ
09:50 AM ET 10/15/2020

Taiwan Semiconductor Manufacturing (TSM), the world's leading chip foundry, on Thursday beat Wall Street's targets for the third quarter. The earnings news left TSM stock near the break-even point in morning trades.


Taiwan Semiconductor earned 90 cents per American depositary receipt on sales of $12.14 billion in the September quarter. Analysts expected the company to earn 81 cents a share on sales of $11.93 billion, according to S&P Global Market Intelligence. In the year-earlier period, it earned 62 cents per U.S. share on sales of $9.45 billion.

In local currency, Taiwan Semiconductor sales rose 14.7% from the second quarter and 21.6% from the year-earlier period.

"Our third-quarter business benefitted from the strong demand for our advanced technologies and specialty technology solutions, driven by 5G smartphones, HPC (high-performance computing) and IoT (Internet of Things) applications," Chief Financial Officer Wendell Huang said in a news release.....

5G Smartphones, High-Performance Computing Driving Sales
TSM Stock Falls On Taiwan Semiconductor Earnings News
Taiwan Semiconductor Outlook Tops Consensus Estimates

https://www.investors.com/news/technolog...src=A00220

TSMC books 19% first-quarter profit growth; says chip shortage likely last into 2022

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TSMC's net profit for January-March hit T$139.7 billion ($4.93 billion), versus the T$134.01 billion average of 22 analyst estimates compiled by Refinitiv.

Revenue rose 25.4% to a record $12.92 billion, in line with the company's earlier estimated range of $12.7 billion to $13 billion.

The firm forecast second-quarter revenue would be in a range of $12.9 billion to $13.2 billion, compared with $10.38 billion in the same period a year earlier. It also lifted its revenue growth forecast for 2021 to about 20%, versus an earlier forecast of a mid-teens percentage.

TSMC said this month it plans to invest $100 billion over the next three years to increase capacity at its plants, days after Intel Corp announced a $20 billion plan to expand its advanced chip making capacity.


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https://finance.yahoo.com/news/tsmc-book...06108.html

Taiwan Semiconductor Manufacturing Co Ltd (TSMC) hat mit dem Bau einer Fabrik für Computerchips in Arizona begonnen, in die das Unternehmen 12 Milliarden Dollar investieren will, wie der CEO am Dienstag sagte.
Bei der jährlichen Technologiepräsentation des Unternehmens für Kunden und Investoren, die wegen der Pandemie zum zweiten Mal in Folge online stattfand, sagte CEO C.C. Wei, dass die geplante Fabrik auf dem richtigen Weg sei, um ab 2024 mit der Volumenproduktion von Chips mit der 5-Nanometer-Produktionstechnologie des Unternehmens zu beginnen.
Es wird erwartet, dass TSMC eines von mehreren Unternehmen, einschließlich Intel Corp (NASDAQ:INTC) und Samsung Electronics (OTC:SSNLF) Co Ltd, sein wird, die um einen Teil der 54 Milliarden Dollar an Subventionen für die Chipindustrie konkurrieren, die letzte Woche im US-Senat beschlossen wurden.

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Die Aktien des Unternehmens sind seit Beginn der COVID-19-Pandemie in die Höhe geschnellt und haben das Unternehmen zum wertvollsten Fertigungsunternehmen Asiens gemacht, mit einer Marktkapitalisierung von 563 Mrd. $, mehr als doppelt so viel wie die von Intel.
TSMC kündigte im April einen Investitionsplan in Höhe von 100 Milliarden Dollar für die nächsten drei Jahre an, um die Kapazität seiner Fabriken zu erhöhen. Wei wiederholte diese Zahl, die 30 Milliarden Dollar an Ausgaben in diesem Jahr beinhaltet, bei der Präsentation.

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https://www.reuters.com/

TSMC rechnet auch 2022 mit Kapazitätsengpässen

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In den Monaten von Juli bis Ende September verdiente TSMC unter dem Strich mit 156,3 Milliarden taiwanesischen Dollar (4,8 Mrd Euro) rund 14 Prozent mehr als ein Jahr zuvor und auch mehr als von Analysten erwartet. Der Umsatz stieg um 16,3 Prozent auf das Rekordniveau von 414,7 Milliarden taiwanesischen Dollar, wie das Unternehmen am Donnerstag in Hsinchu bereits bekannte Eckdaten bestätigte.

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https://www.finanzen.net/nachricht/aktie...n-10623437