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04-18

[爱你] [爱你] [爱你] [爱你] awesome one!

台积电Q1净利润2255亿新台币，收入和利润均超市场预期

4月18日，$台积电(TSM)$发布2024年第一季度业绩。财报显示，第一季度净利润2255亿新台币，市场预期2149亿新台币，上年同期2069亿新台币。第一季度毛利率53.1%，市场预期53%。一季度资本支出达到57.7亿美元。

台积电Q1净利润2255亿新台币，收入和利润均超市场预期

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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\">\n台积电Q1净利润2255亿新台币，收入和利润均超市场预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-04-18 13:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月18日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>发布2024年第一季度业绩。财报显示，第一季度营收5926.4亿新台币，市场预期5834.6亿新台币，上年同期5086.3亿新台币；净利润2255亿新台币，市场预期2149亿新台币，上年同期2069亿新台币；每股收益8.7元新台币，市场预期8.28元新台币，上年同期7.98元新台币。</p><p>第一季度营业利润2490.2亿元新台币，同比增长7.7%，预估2408.7亿元新台币；第一季度毛利率53.1％，预估53％；营业利润率为 42%，净利润率为38%。</p><p>台积电表示，第一季度，3纳米的出货量占晶圆总收入的9%；5纳米占37%；7纳米占19%。先进技术，定义为7纳米及更先进的技术，占晶圆总收入的65%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/53e636fe458b5041ebb6b02c7085c809\" title=\"\" tg-width=\"1047\" tg-height=\"535\"/></p><p><strong>第二季度指引强劲</strong></p><p>展望二季度，台积电预计，<strong>二季度的营收为196亿美元-204亿美元，市场预期在191亿美元左右。</strong></p><p>二季度，预计营业利润率为40%-42%，市场预期41.3%；毛利率为51%-53%，市场预期52.8%。</p><p></p><p><strong>台积电在业绩会上表示：</strong></p><blockquote><p>预计第二季度销售额196亿美元至204亿美元；预计第二季度营业利益率40%至42%，市场预期41.3%；预计第二季度毛利率51%至53%，市场预期52.8%。</p><p>电力成本从4月1日起增加了25%；预计更高的电力成本将提高其他成本；下半年业务将强于上半年；较高的电力成本将稀释全年毛利率60-70个基点。</p><p>本月台湾地震确实影响了一些晶圆厂，预计大部分损失的产能将在第二季度恢复。</p><p>仍然预测全年资本支出280亿美元至320亿美元；在2024年的资本支出中，70%-80%将用于先进技术。</p><p>2024年地缘政治的不确定性依然存在；以美元计算，2024年营收增长将达到20%区间中低端。</p><p>预计第二季度业务将受到3nm和5nm芯片的支持。</p><p>我们是人工智能应用的关键推动者。</p><p>扩大全球制造业对我们来说具有战略重要性；亚利桑那州的芯片厂有望在2025年上半年实现量产。</p><p>客户对N2（2纳米制程技术）非常感兴趣，预计将于2025年实现量产；N2将使我们能够在未来很好地抓住人工智能的机会。</p><p>预计从2026年第一季度末开始，N2芯片将产生可观的收入。</p></blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ab46ee73bd1bbc4ed7da6a69f14e5d5","relate_stocks":{"LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","BK4527":"明星科技股","BK4588":"碎股","BK4550":"红杉资本持仓","BK4141":"半导体产品","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","BK4526":"热门中概股","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","BK4503":"景林资产持仓","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4512":"苹果概念","TSM":"台积电","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176218593","content_text":"4月18日，台积电发布2024年第一季度业绩。财报显示，第一季度营收5926.4亿新台币，市场预期5834.6亿新台币，上年同期5086.3亿新台币；净利润2255亿新台币，市场预期2149亿新台币，上年同期2069亿新台币；每股收益8.7元新台币，市场预期8.28元新台币，上年同期7.98元新台币。第一季度营业利润2490.2亿元新台币，同比增长7.7%，预估2408.7亿元新台币；第一季度毛利率53.1％，预估53％；营业利润率为 42%，净利润率为38%。台积电表示，第一季度，3纳米的出货量占晶圆总收入的9%；5纳米占37%；7纳米占19%。先进技术，定义为7纳米及更先进的技术，占晶圆总收入的65%。第二季度指引强劲展望二季度，台积电预计，二季度的营收为196亿美元-204亿美元，市场预期在191亿美元左右。二季度，预计营业利润率为40%-42%，市场预期41.3%；毛利率为51%-53%，市场预期52.8%。台积电在业绩会上表示：预计第二季度销售额196亿美元至204亿美元；预计第二季度营业利益率40%至42%，市场预期41.3%；预计第二季度毛利率51%至53%，市场预期52.8%。电力成本从4月1日起增加了25%；预计更高的电力成本将提高其他成本；下半年业务将强于上半年；较高的电力成本将稀释全年毛利率60-70个基点。本月台湾地震确实影响了一些晶圆厂，预计大部分损失的产能将在第二季度恢复。仍然预测全年资本支出280亿美元至320亿美元；在2024年的资本支出中，70%-80%将用于先进技术。2024年地缘政治的不确定性依然存在；以美元计算，2024年营收增长将达到20%区间中低端。预计第二季度业务将受到3nm和5nm芯片的支持。我们是人工智能应用的关键推动者。扩大全球制造业对我们来说具有战略重要性；亚利桑那州的芯片厂有望在2025年上半年实现量产。客户对N2（2纳米制程技术）非常感兴趣，预计将于2025年实现量产；N2将使我们能够在未来很好地抓住人工智能的机会。预计从2026年第一季度末开始，N2芯片将产生可观的收入。","news_type":1},"isVote":1,"tweetType":1,"viewCount":43,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":35,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}