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nine_inch_nerd 8 juli 2024 16:41

Morgan Stanley verhoogt het koersdoel voor TSMC-aandelen vanwege sterke vraagvooruitzichten
nl.investing.com/news/company-news/mo...

nine_inch_nerd 9 juli 2024 09:05

TSMC's target price rises by eight degrees
udn.com/news/story/7251/8082069
Since July, UBS, Macquarie, JPMorgan Chase and other foreign securities have increased or reiterated the target price of TSMC.

Bron: X
SMC will report earnings 7/18 and analysts expect:
-AI demand remains hot, strong demand for HPC and smartphone chips
-2nd quarter (Q2) results will be better than expected, revenue may top US$20 billion
-Q3 revenue will grow more than 10% vs Q2
-Full year revenue (in US dollars) will rise 21% to 26%
--Strong demand for 3nm family process technologies
-Price hikes for chip manufacturing and CoWoS advanced packaging
-Capex next year will be higher than 2024

nine_inch_nerd 10 juli 2024 08:23

#chipwar

Samsung Foundry has won its first 2nm AI chip order – and stole a TSMC client in the process, media report, noting Japan’s Preferred Networks plans to have Samsung manufacture and package its AI accelerator chips. The chip designer previously worked with TSMC. Samsung announced the win at its Foundry Forum in Seoul, saying it showed the strength of its 2nm process and packaging technology.

nine_inch_nerd 10 juli 2024 08:48

TSMC Sales Surge Past Expectations on AI Infrastructure Demand
Wed, Jul 10, 2024 at 7:45 AM GMT+2
finance.yahoo.com/news/tsmc-sales-sur...

The sole supplier of Nvidia Corp. and Apple Inc.’s most advanced chips said revenue for June came to NT$207.9 billion. That means 40% growth in the June quarter to NT$673.5 billion, versus the average projection for a 35.5% rise.

The Wednesday sales figure comes days after the world’s largest contract chipmaker briefly reached a $1 trillion market capitalization on a tide of investment into artificial intelligence-related data centers and devices. Businesses around the world are racing to buy up hardware such as Nvidia chips to build up AI-supporting infrastructure. That’s prompted Wall Street brokerages to lift their price targets for TSMC, citing the chipmaker’s potential move to charge customers more in 2025 to elevate earnings further.

voda 10 juli 2024 09:00

Meer omzet voor TSMC
10-jul-2024 08:51

Ondanks omzetdaling op maandbasis.

(ABM FN-Dow Jones) Taiwan Semiconductor Manufacturing Company heeft in juni flink meer omzet geboekt in vergelijking met een jaar eerder. Dit bleek woensdag uit cijfers van de Taiwanese fabrikant van halfgeleiders.

In juni boekte TSMC een omzet van 207,9 miljard Taiwanese dollar, 9,5 procent minder dan in mei, maar op jaarbasis steeg de omzet in juni wel met bijna 33 procent.

In mei daalde de omzet op maandbasis met 2,7 procent, maar op jaarbasis steeg deze met ruim 30 procent.

In de eerste zes maanden van dit jaar steeg de omzet van TSMC zo met 28,0 procent op jaarbasis.

TSMC is een belangrijke afnemer van de Nederlandse chipmachinefabrikant ASML.

Door: ABM Financial News.

info@abmfn.nl

Redactie: +31(0)20 26 28 999

nine_inch_nerd 10 juli 2024 11:25

Surging TSMC 2nm demand to spark chip investment race in 2025
According to Bloomberg citing UBS forecasts, Taiwan Semiconductor Manufacturing Company (TSMC) could spend up to US$37 million in capex in 2025, marking a 15.6% YoY increase from the projected US$32 million in 2024. This surge is reportedly driven by continued investment in advanced processes, particularly the 2nm technology, and higher-than-expected demand for 2nm production capacity.

Industry experts believe that this massive investment in 2nm technology is not just about increasing capacity; it's a strategic move to maintain TSMC's technological edge in the fiercely competitive semiconductor industry. These moves are setting up the stage for what industry insiders call a potential "foundry bloodbath" in 2025.
www.digitimes.com/news/a20240703VL210/

nine_inch_nerd 12 juli 2024 08:55

TSMC 2nm will be tested next week. The first batch of customers are Apple.
The latest progress in the layout of advanced processes in Huguo Shenshan, and it is rumored that EMC will conduct a trial production of 2nm process in a new wafer factory in Hsinchu Baoshan next week. Including testing, production equipment and components, which have been installed in the second quarter and need to prepare for large-scale production in 2025. The market expects that the first batch of customers to use 2 nanometers is Apple. As for whether the price of wafers will increase, TSMC will explain it to the public at the law conference next week. Huguo Shenshan TSMC Zhuke Baoshan 2nm base is formed, plus the P2 factory and Kaohsiung three factories at that time, 2nm is expected to be mass-produced in 2025, and the supply chain will be out. TSMC will conduct a trial production of 2nm process in the new wafer factory in Hsinchu Baoshan next week to prepare for large-scale production. The first customer is Apple.
www.ctee.com.tw/news/20240711701295-4...

nine_inch_nerd 15 juli 2024 09:54

From the supply chain, TSMC (2330) is about to start producing NVIDIA's latest Blackwell platform architecture graphics processor (GPU). In response to the strong demand of customers, TSMC increased its investment by 25%, which not only means that the AI market is unprecedented, but also for TSMC. The performance of the electricity in the second half of the year adds strong momentum and leaves a foreshadowing for the higher of the year's outlook.

TSMC 4nm Fida is chasing orders. The strongest AI chip on the surface has surged by 25%.
money.udn.com/money/story/5612/809499...

nine_inch_nerd 15 juli 2024 16:19

Men verwacht er veel van.

Taiwan Semiconductor likely to boost sales outlook, keep spending steady: Needham
Jul. 15, 2024 9:56 AM ET
seekingalpha.com/news/4124276-taiwan-...

Op en Neer 18 juli 2024 05:39

TSMC neemt veel machines af van ASML. Belangrijk is dat dit in stand gehouden wordt.

NielsjeB 18 juli 2024 08:15

pr.tsmc.com/english/news/3160

voda 18 juli 2024 08:43

TSMC profiteert van groeiende vraag naar AI-chips
18-jul-2024 08:32

Winst in de lift.

(ABM FN-Dow Jones) Taiwan Semiconductor Manufacturing heeft het afgelopen kwartaal de winst zien aantrekken, dankzij een sterke stijging van de vraag naar geavanceerde chips voor kunstmatige intelligentie. Dit bleek donderdag uit de cijfers van de Taiwanese fabrikant van halfgeleiders.

De omzet steeg het afgelopen kwartaal op jaarbasis met maar liefst 40,1 procent naar 674 miljard Taiwanese dollar, omgerekend ruim 20,82 miljard dollar. In dollars gemeten bedroeg de stijging op jaarbasis 32,8 procent.

Ten opzichte van een kwartaal eerder bedroeg de omzetstijging in Taiwanese dollar 13,6 procent.

De operationele winstmarge kwam uit op 42,5 procent, hetgeen resulteerde in een stijging van de nettowinst op jaarbasis met 36,3 procent naar 248 miljard Taiwanese dollar. Op kwartaalbasis bedroeg de winststijging 9,9 procent.

TSMC is 's werelds grootste chipproducent en een belangrijke afnemer van de machines van het Nederlandse ASML.

Door: ABM Financial News.

info@abmfn.nl

Redactie: +31(0)20 26 28 999

voda 18 juli 2024 09:53

Update: TSMC profiteert van groeiende vraag naar AI-chips
18-jul-2024 09:50

Winst in de lift.

(ABM FN-Dow Jones) Taiwan Semiconductor Manufacturing heeft het afgelopen kwartaal de winst zien aantrekken, dankzij een sterke stijging van de vraag naar geavanceerde chips voor kunstmatige intelligentie. Dit bleek donderdag uit de cijfers van de Taiwanese fabrikant van halfgeleiders.

De omzet steeg met 40 procent naar 674 miljard Taiwanese dollar, omgerekend ruim 20,82 miljard dollar. In dollars bedroeg de stijging op jaarbasis 33 procent. Ten opzichte van een kwartaal eerder bedroeg de omzetstijging in Taiwanese dollar 14 procent.

De operationele winstmarge kwam uit op 42,5 procent. De nettowinst van 248 miljard Taiwanese dollar was 36 procent hoger dan een jaar eerder en 10 procent hoger dan het voorgaande kwartaal.

Outlook

TSMC rekent voor het derde kwartaal op een omzet van 22,4 miljard tot 23,2 miljard dollar. De operationele winstmarge zal naar verwachting uitkomen op 42,5 tot 44,5 procent, verwacht het bedrijf.

TSMC is 's werelds grootste chipproducent en een belangrijke afnemer van de machines van het Nederlandse ASML.

Update: om outlook toe te voegen.

Door: ABM Financial News.

info@abmfn.nl

Redactie: +31(0)20 26 28 999

nine_inch_nerd 5 september 2024 10:43

TSMC aims to ready next-gen silicon photonics for AI in 5 years
Chip sector driving to develop tech to boost speeds, cut power usage
asia.nikkei.com/Business/Technology/T...

voda 10 september 2024 09:12

Kleine omzetdaling voor TSMC
10-sep-2024 09:10

Op jaarbasis wel meer omzet in augustus.

(ABM FN-Dow Jones) Taiwan Semiconductor Manufacturing Company heeft in augustus minder omzet geboekt in vergelijking met een maand eerder. Dit bleek dinsdag uit cijfers van de Taiwanese fabrikant van halfgeleiders.

In augustus boekte TSMC een omzet van 251 miljard Taiwanese dollar, 2,4 procent minder dan in juli. Op jaarbasis steeg de omzet in augustus wel met 33,0 procent.

In de eerste acht maanden van dit jaar steeg de omzet van TSMC zo met 30,8 procent op jaarbasis.

TSMC is een belangrijke afnemer van de Nederlandse chipmachinefabrikant ASML.

Door: ABM Financial News.

nine_inch_nerd 19 september 2024 21:44

Bron: X

TSMC’s Arizona facility has started producing A16 Bionic chips for Apple, marking the tech giant as its first major customer. This production shift aligns with US efforts to strengthen domestic chip production, following increased tariffs on Chinese imports.
- Apple is the first customer of TSMC's Arizona fabrication plant.
- TSMC's A16 chips are being produced using new 4nm technology.
- Mass production expected to start by mis-2025.

voda 24 september 2024 19:42

TSMC houdt 7,5 B $ klaar voor Arizona:

www.benzinga.com/government/24/09/410...

nine_inch_nerd 25 september 2024 15:30

TSMC is expanding CoWoS advanced semiconductor packaging capacity faster than expected, media report, with 2 new CoWoS plants, AP7 and AP8, seen launching in the 2nd half of 2025, boosting CoWoS capacity to 80,000 units per month by end-2025. Demand for CoWoS remains strong from a range of clients, including Nvidia, AMD, Broadcom, others.

Protecting the country, the divine mountain is powerful, and the advanced production capacity is ahead.
www.ctee.com.tw/news/20240925700178-4...
Indien onleesbaar (Taiwanesisch), op het translateknopje klikken.

nine_inch_nerd 25 september 2024 23:13

TSMC and Cadence Collaborate to Deliver AI-Driven Advanced-Node Design Flows, Silicon-Proven IP and 3D-IC Solutions
www.semiconductor-digest.com/tsmc-and...

nine_inch_nerd 26 september 2024 11:40

JPMorgan on TSM (Overweight): "We expect TSMC to report a strong 3Q24, with revenues coming in slightly above the high-end of the guidance range (JPMe US $23.3bn vs guidance of US$22.4-23.2bn) and gross margins at the high-end (JPMe 54.8% vs guidance of 53.5-55.5%), despite recent TWD appreciation."

"We anticipate TSMC to guide for 4Q24 revenues to grow approximately 10% qoq, driven by strong growth in N3 (continued iPhone build and new application processor ramp from Mediatek and QCOM) and N4 (mainly for AI accelerators). We expect TSMC to reaffirm its stance on strong demand trends for N3 and a continued supply-demand gap for advanced packaging, especially CoWoS."

"We believe 2025 is likely to be a strong year for TSMC, with ongoing demand for AI accelerators, an expansion of N3 engagements beyond Apple, and a gross margin uptick due to improved N3E yields and price increases."

Analyst: Gokul Hariharan

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