TSMC Reports First Quarter - 股票

Yuri avatar
By Yuri
at 2020-04-16T13:58

Table of Contents


1.原文連結:
https://www.tsmc.com/chinese/investorRelations/quarterly_results.htm

2.原文內容:
Hsinchu, Taiwan, R.O.C., April 16, 2020 -- TSMC today announced consolidated
revenue of
NT$310.60 billion, net income of NT$116.99 billion, and diluted earnings per
share of NT$4.51
(US$0.75 per ADR unit) for the first quarter ended March 31, 2020.
Year-over-year, first quarter revenue increased 42.0% while net income and
diluted EPS both
increased 90.6%. Compared to fourth quarter 2019, first quarter results
represented a 2.1%
decrease in revenue and a 0.8% increase in net income. All figures were
prepared in accordance
with TIFRS on a consolidated basis.
In US dollars, first quarter revenue was $10.31 billion, which increased
45.2% year-over-year and
decreased 0.8% from the previous quarter.
Gross margin for the quarter was 51.8%, operating margin was 41.4%, and net
profit margin was
37.7%.
In the first quarter, shipments of 7-nanometer accounted for 35% of total
wafer revenue and
10-nanometer process technology contributed 0.5% while 16-nanometer accounted
for 19%.
Advanced technologies, defined as 16-nanometer and more advanced
technologies, accounted
for 55% of total wafer revenue.

3.心得/評論:
EPS 跟毛利比預期好,剩下就是第二季的展望怎麼看了。

--
Tags: 股票

All Comments

Agatha avatar
By Agatha
at 2020-04-19T10:11
明天350 謝謝
Andy avatar
By Andy
at 2020-04-23T13:58
下修240
Christine avatar
By Christine
at 2020-04-28T11:07
中梨的人要哭了
Leila avatar
By Leila
at 2020-05-02T21:13
200我買三張
Frederic avatar
By Frederic
at 2020-05-06T10:21
上看300
Olga avatar
By Olga
at 2020-05-09T23:27
明天報復性反彈。
Carol avatar
By Carol
at 2020-05-12T05:06
重壓的人這一波可以買房了
Isabella avatar
By Isabella
at 2020-05-12T15:13
第一季eps歷史新高
George avatar
By George
at 2020-05-16T05:11
英文法說 屌屌的
Audriana avatar
By Audriana
at 2020-05-18T09:35
已反應 利多出盡
Zora avatar
By Zora
at 2020-05-20T15:59
利空出盡
Mason avatar
By Mason
at 2020-05-24T13:43
一年EPS上看20 本益比給20 上看400 YA!
妳各位還不all in
John avatar
By John
at 2020-05-24T21:09
第一季EPS4.51創新高
Isla avatar
By Isla
at 2020-05-25T23:58
都是1st quarter, 沒第二季的好可惜
Franklin avatar
By Franklin
at 2020-05-28T08:31
GG好猛
James avatar
By James
at 2020-05-31T19:49
重點是Q2展望如何吧
George avatar
By George
at 2020-06-03T20:35
Q1 已反應 Q2 Q3展望才是重點
假設這波沒疫情 GG可能400了
Sandy avatar
By Sandy
at 2020-06-04T08:24
大立光表示我Q1也是很好 只是老實說四五月較差而已
Damian avatar
By Damian
at 2020-06-06T06:50
報喜不報憂 下探250!!
Hedwig avatar
By Hedwig
at 2020-06-10T22:08
喊法會的人呢
Rae avatar
By Rae
at 2020-06-11T08:25
Q2?
Connor avatar
By Connor
at 2020-06-15T10:03
Q1會好 不是大家都知道的事嗎? 重點在Q2
Jack avatar
By Jack
at 2020-06-18T12:16
先推,避免讓人認為我看不懂
Suhail Hany avatar
By Suhail Hany
at 2020-06-20T02:51
所以盤後可以買居居了嗎
Ethan avatar
By Ethan
at 2020-06-21T04:20
Q1是去年就下的單,當時還沒疫情
David avatar
By David
at 2020-06-22T08:44
英文實在看不懂阿
Thomas avatar
By Thomas
at 2020-06-26T07:53
Q2也不會差 講100次了 半導體要提早6個月投片
真的有可能會因為訂單遞延變低的最快q3下半
Daniel avatar
By Daniel
at 2020-06-29T20:05
Q2展望:營收10.1-10.4bn,毛利50-52%、營業淨利率39
-41%
要噴了
Rachel avatar
By Rachel
at 2020-06-30T10:08
重點是Q2Q3的展望
股價都是看未來比較多
Elvira avatar
By Elvira
at 2020-07-02T00:48
Q1就反應到340惹 尼各位還想怎樣
Edwina avatar
By Edwina
at 2020-07-03T06:26
就合乎預期…
Leila avatar
By Leila
at 2020-07-04T11:53
此前頂多就是明年資本支出下修 然後毛利淨利因為特
Ida avatar
By Ida
at 2020-07-06T02:54
q1說q2,q2再說q3
Liam avatar
By Liam
at 2020-07-08T12:53
殊問題有不同而已 今天大概也不會講到q3以後
Skylar DavisLinda avatar
By Skylar DavisLinda
at 2020-07-09T10:40
10月的價位就已經交待完q1業績了
Ina avatar
By Ina
at 2020-07-12T13:12
所以Q2一樣好 挖靠那今年EPS有機會看18
Brianna avatar
By Brianna
at 2020-07-15T14:50
現在應該就知道下半年接單狀況了吧
Catherine avatar
By Catherine
at 2020-07-18T10:12
eps 14-15 起跳 300元起
Brianna avatar
By Brianna
at 2020-07-22T10:45
幹 還好我沒空台積電
Tom avatar
By Tom
at 2020-07-24T01:55
台灣一哥
我也不敢空
Annie avatar
By Annie
at 2020-07-25T20:00
配合+0行情 要噴了吧?
Puput avatar
By Puput
at 2020-07-29T06:08
來305
Charlie avatar
By Charlie
at 2020-07-30T22:34
真的要噴了
外資尾盤在賣啥小
Edward Lewis avatar
By Edward Lewis
at 2020-08-02T14:20
4.5猛耶
Linda avatar
By Linda
at 2020-08-03T10:43
Q2目前的預計營收是跟Q1差不多....
Callum avatar
By Callum
at 2020-08-07T07:12
外資壓低才有得買便宜的GG
Liam avatar
By Liam
at 2020-08-08T12:08
下半年預期比上半年稍差
Audriana avatar
By Audriana
at 2020-08-09T13:59
瘋了 Q2還這麼好
Kelly avatar
By Kelly
at 2020-08-10T09:10
Q1好在預期內畢竟出的都是去年的單了,Q2才是重點
Tom avatar
By Tom
at 2020-08-13T00:03
資本支出計畫維持
Kelly avatar
By Kelly
at 2020-08-13T11:32
q2與q1相當,樓上沒看到嗎
Oscar avatar
By Oscar
at 2020-08-14T18:54
原來外資不過爾爾,科科
Olive avatar
By Olive
at 2020-08-17T11:29
外資佛心給你便宜的GG買
Jack avatar
By Jack
at 2020-08-21T07:56
台積法說也是蠻實在的 Q3Q4雖然旺季但是上半年這樣
Isla avatar
By Isla
at 2020-08-22T21:33
股價看齊大立光
Erin avatar
By Erin
at 2020-08-26T08:06
下半年很大機率要調整庫存 直接展望說稍差
Daph Bay avatar
By Daph Bay
at 2020-08-27T04:58
GG買250的人,TMD股神
Selena avatar
By Selena
at 2020-08-30T09:03
下半年稍差,那股價只能上看聯發科360了
Andrew avatar
By Andrew
at 2020-09-02T23:48
台積電 大立光 巨大都很老實
Lydia avatar
By Lydia
at 2020-09-03T13:15
企業經營有誠信,不講大話
Ophelia avatar
By Ophelia
at 2020-09-05T08:32
cc
Franklin avatar
By Franklin
at 2020-09-05T20:49
明天拉高主力出貨洗一波再吃
Aaliyah avatar
By Aaliyah
at 2020-09-08T23:34
今年難道會賺18塊 上400?
Olga avatar
By Olga
at 2020-09-12T20:32
利多出盡,明日電梯向?
Linda avatar
By Linda
at 2020-09-12T21:51
最近都要反向操作才賺得到錢
Jake avatar
By Jake
at 2020-09-17T16:28
一堆人喊台GG多
Lily avatar
By Lily
at 2020-09-18T00:37
那會不會明天開高走低
台股真的是心理學
Suhail Hany avatar
By Suhail Hany
at 2020-09-22T00:33
已反硬
Genevieve avatar
By Genevieve
at 2020-09-24T02:37
買太慢 還沒完全進場 哭了
Jacob avatar
By Jacob
at 2020-09-25T07:31
越爛越噴 越棒越崩?
Freda avatar
By Freda
at 2020-09-27T23:52
小額要倒個500e台股才有可能跌了
Tom avatar
By Tom
at 2020-10-01T00:40
Damian avatar
By Damian
at 2020-10-02T01:12
不要吵Q1.Q2了,有QE就好了。
Catherine avatar
By Catherine
at 2020-10-03T02:09
q2 比q1 約當就輸了 新產能 5nm 水果投片無法成長
Michael avatar
By Michael
at 2020-10-05T08:28
利多出盡

中國手機供應鏈危機在後頭,一線品牌廠

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