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Meta Son
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First traded on HK stock
Meta Son
2023-07-10
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TSMC Sales Ride AI Demand Boost to Beat Estimates
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revenue for June 2023 was approximately NT$156.40 billion, a decrease of 11.4 percent from May 2023 and a decrease of 11.1 percent from June 2022. Revenue for January through June 2023 totaled NT$989.47 billion, a decrease of 3.5 percent compared to the same period in 2022.","content":"<html><head></head><body><p>Taiwan Semiconductor Manufacturing Co. reported better-than-expected sales on a boom in artificial intelligence applications demanding more of the industry-leading firm’s chipmaking capacity.</p><p>Second-quarter sales totaled NT$480.8 billion ($15.3 billion) according to Bloomberg’s calculations, compared to an average analyst estimate of NT$476.2 billion. Revenue in June came in at NT$156.4 billion.</p><p>TSMC is the primary contract manufacturer of Nvidia Corp.’s AI accelerator chips, widely seen as the best hardware for training large data models such as the one underpinning OpenAI’s ChatGPT.</p><p>The Taiwanese firm’s shares were up slightly on Monday before it reported the monthly sales figure. Goldman Sachs analysts raised their target price for the company to NT$700. The stock has risen more than 25% since the beginning of the year, despite the company’s caution it may temper capital expenditure and revenue for 2023 might fall low- to mid-single digits in US dollar terms.</p><p>“We view TSMC as the key AI enabler among our Taiwan semi coverage thanks to its leadership stance in leading edge nodes and advanced packaging technology,” said Goldman Sachs analysts Bruce Lu and Evelyn Yu.</p></body></html>","source":"lsy1584095487587","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 Sales Ride AI Demand Boost to Beat Estimates</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Sales Ride AI Demand Boost to Beat Estimates\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-10 13:58 GMT+8 <a href=https://www.bloomberg.com/news/articles/2023-07-10/tsmc-sales-ride-ai-demand-boost-to-beat-estimates><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Taiwan Semiconductor Manufacturing Co. reported better-than-expected sales on a boom in artificial intelligence applications demanding more of the industry-leading firm’s chipmaking capacity.Second-...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-07-10/tsmc-sales-ride-ai-demand-boost-to-beat-estimates\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://www.bloomberg.com/news/articles/2023-07-10/tsmc-sales-ride-ai-demand-boost-to-beat-estimates","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164264311","content_text":"Taiwan Semiconductor Manufacturing Co. reported better-than-expected sales on a boom in artificial intelligence applications demanding more of the industry-leading firm’s chipmaking capacity.Second-quarter sales totaled NT$480.8 billion ($15.3 billion) according to Bloomberg’s calculations, compared to an average analyst estimate of NT$476.2 billion. Revenue in June came in at NT$156.4 billion.TSMC is the primary contract manufacturer of Nvidia Corp.’s AI accelerator chips, widely seen as the best hardware for training large data models such as the one underpinning OpenAI’s ChatGPT.The Taiwanese firm’s shares were up slightly on Monday before it reported the monthly sales figure. Goldman Sachs analysts raised their target price for the company to NT$700. The stock has risen more than 25% since the beginning of the year, despite the company’s caution it may temper capital expenditure and revenue for 2023 might fall low- to mid-single digits in US dollar terms.“We view TSMC as the key AI enabler among our Taiwan semi coverage thanks to its leadership stance in leading edge nodes and advanced packaging technology,” said Goldman Sachs analysts Bruce Lu and Evelyn Yu.","news_type":1},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":196430924898544,"gmtCreate":1688977252883,"gmtModify":1688977721840,"author":{"id":"4108086931062210","authorId":"4108086931062210","name":"Meta Son","avatar":"https://static.itradeup.com/news/da9e52c52854744fb3f9be4f85f290a2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108086931062210","authorIdStr":"4108086931062210"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/196430924898544","repostId":"1164264311","repostType":4,"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":285585232929072,"gmtCreate":1710729145192,"gmtModify":1710729168874,"author":{"id":"4108086931062210","authorId":"4108086931062210","name":"Meta Son","avatar":"https://static.itradeup.com/news/da9e52c52854744fb3f9be4f85f290a2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108086931062210","authorIdStr":"4108086931062210"},"themes":[],"htmlText":"First traded on HK stock","listText":"First traded on HK stock","text":"First traded on HK stock","images":[{"img":"https://community-static.tradeup.com/news/18fc83e9a62ebcbda96c257f1c3b56f9","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/285585232929072","isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}
