SirBahamut
2022-10-13

$Taiwan Semiconductor Manufacturing(TSM)$Wow 3Q22 result is fantastic! Gross Margin for 3Q22 is 60.4%, highest ever since 2005! Very strong demand for 5nm chip as well.

Sir Bahamut will provide an update after theanalyst call briefing at 2pm. I guess market probably will put weight on recent headwinds from US export ban rather than this impressive result. Sad for tsmc, its a great company.

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Comments

  • 因因
    2022-10-13
    因因

    台積電(2330)是非常棒的公司

    (台積電法說)Q3毛利率衝破6成

    每股賺10.83元再創高略優於預期

    晶圓代工龍頭台積電(2330-TW)(TSM)今(13)日召開法說,並公布第三季財報,受惠蘋果新機處理器拉貨升温、先進製程放量、漲價效益與新台幣眨值助攻,雙率飛越財測,毛利率衝破6成大關,單季獲利2808.7億元,季增18.5%,年增79.7%,每股純益10.83元,優於市場預期,毛利率、獲利與EPS再度登峰,前三季每股純益已達27.79元

  • MerLina
    2022-10-14
    MerLina
    The company is resilient and definitely one of the best in the group of semi conductors. Just look at AMD, Intel and Nvidia all reported lower expected future earnings
  • ilod
    2022-10-14
    ilod
    Thanks for sharing! 😘
  • 211013能量飞车
    2022-10-14
    211013能量飞车
    TSM,米国要吞它,要带走工程师,是真的吗?允许吗?
  • ChernTiong
    2022-10-14
    ChernTiong
    thanks for sharing
  • HHM13
    2022-10-15
    HHM13
    Hope this position would last....
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