台積電2020年第二季 每股賺台幣4.66元創 - 股票
By Christine
at 2020-07-16T17:08
at 2020-07-16T17:08
Table of Contents
台積電2020年第二季 每股賺台幣4.66元創新高!
1.原文連結:
https://bit.ly/2WppcUA
2.原文內容:
台積電2020年第二季線上法說會議,今天(2020.7.16)宣布,截至2020年6月30日的第二季
合併收入為新台幣3,107億元,淨利潤為新台幣1208.2億元,分攤後每股收益為新台幣
4.66元(每ADR單位0.78美元)。
與去年同期相比,第二季收入成長了28.9%,而淨收入和稀釋後的每股收益均增長了81.0
%。
與2020年第一季相比,第二季收入基本持平,淨收入增長3.3%。
若以美元計算,第二季收入為103.8億美元,同比增長34.1%,比上一季增長0.8%。
該季毛利率為53.0%,營業利潤率為42.2%,淨利潤率為38.9%。
第二季各奈米製程出貨量佔晶圓總收入,7奈米有36%,而16奈米佔18%。總體而言,先進
製程(包含 16 奈米及更先進製程)的營收達到全季晶圓銷售金額的 54%。
預估2020年及展望未來
預估今年第3季將受惠於由5G智慧型手機、高效能運算、和物聯網相關應用所驅動對於5奈
米及7奈米製程的強勁需求,合併營收介於112~115億美元間,若以新台幣29.5元兌1美元
匯率假設,毛利率預計介於50~52%間;營業利益率預計介於39~41%。
台積電上修2020年資本支出從150~160億美金調整至160~170億美金,建置7奈米、5奈米製
程及因應5G、HPC市場強勁需求。
預估2020年5奈米出貨量將佔晶圓總收入8%,4奈米是5奈米加強版預計2022年量產。至於
,3奈米是新節點設計穩定將如期於2021年試產,2022年第二季量產。
2020年全年營收成長20%,華為的產能有其他客戶取代,所以成長不受影響。但COVID-19
疫情控制仍是變數。
華為自從5月15日美新規公布後,就沒再下單台積電。台積電會依照美國新規定於9月14日
之後,暫停不出貨給華為。
台積電美國亞利桑那州新廠將組生態供應鏈設5奈米生產線,預計2024年量產。
3.心得/評論:
台積電2020年第二季收入達103億美元,較去年同期成長28%,預估第三季將受惠5G和HPC
,2020年5奈米將佔晶圓收入8%。
--
1.原文連結:
https://bit.ly/2WppcUA
2.原文內容:
台積電2020年第二季線上法說會議,今天(2020.7.16)宣布,截至2020年6月30日的第二季
合併收入為新台幣3,107億元,淨利潤為新台幣1208.2億元,分攤後每股收益為新台幣
4.66元(每ADR單位0.78美元)。
與去年同期相比,第二季收入成長了28.9%,而淨收入和稀釋後的每股收益均增長了81.0
%。
與2020年第一季相比,第二季收入基本持平,淨收入增長3.3%。
若以美元計算,第二季收入為103.8億美元,同比增長34.1%,比上一季增長0.8%。
該季毛利率為53.0%,營業利潤率為42.2%,淨利潤率為38.9%。
第二季各奈米製程出貨量佔晶圓總收入,7奈米有36%,而16奈米佔18%。總體而言,先進
製程(包含 16 奈米及更先進製程)的營收達到全季晶圓銷售金額的 54%。
預估2020年及展望未來
預估今年第3季將受惠於由5G智慧型手機、高效能運算、和物聯網相關應用所驅動對於5奈
米及7奈米製程的強勁需求,合併營收介於112~115億美元間,若以新台幣29.5元兌1美元
匯率假設,毛利率預計介於50~52%間;營業利益率預計介於39~41%。
台積電上修2020年資本支出從150~160億美金調整至160~170億美金,建置7奈米、5奈米製
程及因應5G、HPC市場強勁需求。
預估2020年5奈米出貨量將佔晶圓總收入8%,4奈米是5奈米加強版預計2022年量產。至於
,3奈米是新節點設計穩定將如期於2021年試產,2022年第二季量產。
2020年全年營收成長20%,華為的產能有其他客戶取代,所以成長不受影響。但COVID-19
疫情控制仍是變數。
華為自從5月15日美新規公布後,就沒再下單台積電。台積電會依照美國新規定於9月14日
之後,暫停不出貨給華為。
台積電美國亞利桑那州新廠將組生態供應鏈設5奈米生產線,預計2024年量產。
3.心得/評論:
台積電2020年第二季收入達103億美元,較去年同期成長28%,預估第三季將受惠5G和HPC
,2020年5奈米將佔晶圓收入8%。
--
Tags:
股票
All Comments
By Emma
at 2020-07-20T21:36
at 2020-07-20T21:36
By Catherine
at 2020-07-23T22:23
at 2020-07-23T22:23
By Dorothy
at 2020-07-25T02:11
at 2020-07-25T02:11
By Liam
at 2020-07-26T09:57
at 2020-07-26T09:57
By Anonymous
at 2020-07-26T21:59
at 2020-07-26T21:59
By Dorothy
at 2020-07-29T10:51
at 2020-07-29T10:51
By Ula
at 2020-08-02T11:20
at 2020-08-02T11:20
By Skylar DavisLinda
at 2020-08-03T14:49
at 2020-08-03T14:49
By Catherine
at 2020-08-06T03:38
at 2020-08-06T03:38
By Skylar DavisLinda
at 2020-08-10T20:30
at 2020-08-10T20:30
By Eden
at 2020-08-15T12:26
at 2020-08-15T12:26
By Zenobia
at 2020-08-17T02:50
at 2020-08-17T02:50
By Zora
at 2020-08-17T21:07
at 2020-08-17T21:07
By Emma
at 2020-08-19T19:24
at 2020-08-19T19:24
By Dorothy
at 2020-08-22T14:13
at 2020-08-22T14:13
By Yedda
at 2020-08-26T23:26
at 2020-08-26T23:26
By Hedwig
at 2020-08-27T00:42
at 2020-08-27T00:42
By Cara
at 2020-08-29T00:04
at 2020-08-29T00:04
By Joseph
at 2020-08-29T20:44
at 2020-08-29T20:44
By Ophelia
at 2020-09-01T02:45
at 2020-09-01T02:45
By Margaret
at 2020-09-04T09:07
at 2020-09-04T09:07
By Tristan Cohan
at 2020-09-04T21:00
at 2020-09-04T21:00
By Tristan Cohan
at 2020-09-08T16:21
at 2020-09-08T16:21
By Ingrid
at 2020-09-09T20:32
at 2020-09-09T20:32
By Jacob
at 2020-09-14T19:00
at 2020-09-14T19:00
By Jack
at 2020-09-15T06:55
at 2020-09-15T06:55
By Madame
at 2020-09-16T20:52
at 2020-09-16T20:52
By Selena
at 2020-09-17T07:26
at 2020-09-17T07:26
By Isabella
at 2020-09-18T06:18
at 2020-09-18T06:18
By Lauren
at 2020-09-23T02:48
at 2020-09-23T02:48
By James
at 2020-09-27T08:41
at 2020-09-27T08:41
By James
at 2020-09-28T14:37
at 2020-09-28T14:37
By Franklin
at 2020-10-02T05:35
at 2020-10-02T05:35
By David
at 2020-10-06T11:29
at 2020-10-06T11:29
By Donna
at 2020-10-08T05:14
at 2020-10-08T05:14
By Candice
at 2020-10-08T10:14
at 2020-10-08T10:14
By Freda
at 2020-10-09T22:04
at 2020-10-09T22:04
By Genevieve
at 2020-10-12T17:38
at 2020-10-12T17:38
By Olga
at 2020-10-14T21:01
at 2020-10-14T21:01
By Franklin
at 2020-10-18T10:18
at 2020-10-18T10:18
By Dinah
at 2020-10-22T00:18
at 2020-10-22T00:18
By Xanthe
at 2020-10-24T13:32
at 2020-10-24T13:32
By Suhail Hany
at 2020-10-27T17:47
at 2020-10-27T17:47
By Frederic
at 2020-11-01T14:21
at 2020-11-01T14:21
By Jessica
at 2020-11-05T23:39
at 2020-11-05T23:39
By Ivy
at 2020-11-08T20:27
at 2020-11-08T20:27
By Gary
at 2020-11-11T03:43
at 2020-11-11T03:43
By Kama
at 2020-11-14T03:36
at 2020-11-14T03:36
By Queena
at 2020-11-14T09:56
at 2020-11-14T09:56
By Ivy
at 2020-11-15T20:28
at 2020-11-15T20:28
By Linda
at 2020-11-19T08:48
at 2020-11-19T08:48
By Faithe
at 2020-11-21T11:15
at 2020-11-21T11:15
By Connor
at 2020-11-25T01:56
at 2020-11-25T01:56
By Xanthe
at 2020-11-29T03:19
at 2020-11-29T03:19
By Genevieve
at 2020-12-01T15:05
at 2020-12-01T15:05
By Mary
at 2020-12-05T09:56
at 2020-12-05T09:56
By Victoria
at 2020-12-09T23:18
at 2020-12-09T23:18
By Carolina Franco
at 2020-12-14T14:01
at 2020-12-14T14:01
By Andy
at 2020-12-18T05:05
at 2020-12-18T05:05
By Annie
at 2020-12-22T14:32
at 2020-12-22T14:32
By Sierra Rose
at 2020-12-24T17:32
at 2020-12-24T17:32
By George
at 2020-12-27T23:38
at 2020-12-27T23:38
By Heather
at 2020-12-29T05:23
at 2020-12-29T05:23
By Tom
at 2020-12-30T23:48
at 2020-12-30T23:48
By Anthony
at 2021-01-01T08:56
at 2021-01-01T08:56
By Hedy
at 2021-01-04T03:00
at 2021-01-04T03:00
By Agatha
at 2021-01-04T16:46
at 2021-01-04T16:46
By Elma
at 2021-01-05T05:18
at 2021-01-05T05:18
By Catherine
at 2021-01-08T07:42
at 2021-01-08T07:42
By Zenobia
at 2021-01-12T14:26
at 2021-01-12T14:26
By Elizabeth
at 2021-01-13T13:09
at 2021-01-13T13:09
By Rosalind
at 2021-01-15T22:39
at 2021-01-15T22:39
By Hazel
at 2021-01-18T02:51
at 2021-01-18T02:51
By Iris
at 2021-01-19T23:01
at 2021-01-19T23:01
By Hardy
at 2021-01-23T07:45
at 2021-01-23T07:45
By Suhail Hany
at 2021-01-27T17:22
at 2021-01-27T17:22
By Xanthe
at 2021-01-30T18:47
at 2021-01-30T18:47
By Carolina Franco
at 2021-02-02T16:00
at 2021-02-02T16:00
By Agnes
at 2021-02-05T06:07
at 2021-02-05T06:07
By Enid
at 2021-02-07T11:47
at 2021-02-07T11:47
By Enid
at 2021-02-10T04:08
at 2021-02-10T04:08
By Elvira
at 2021-02-10T07:59
at 2021-02-10T07:59
By Steve
at 2021-02-13T10:06
at 2021-02-13T10:06
By Isabella
at 2021-02-13T14:16
at 2021-02-13T14:16
By Barb Cronin
at 2021-02-17T17:46
at 2021-02-17T17:46
By Jacky
at 2021-02-21T09:47
at 2021-02-21T09:47
By Faithe
at 2021-02-21T15:51
at 2021-02-21T15:51
By Tristan Cohan
at 2021-02-26T02:43
at 2021-02-26T02:43
By Elma
at 2021-03-01T21:24
at 2021-03-01T21:24
By Catherine
at 2021-03-02T23:34
at 2021-03-02T23:34
By Heather
at 2021-03-06T07:33
at 2021-03-06T07:33
By Jack
at 2021-03-11T06:33
at 2021-03-11T06:33
By Zanna
at 2021-03-13T18:30
at 2021-03-13T18:30
By Emma
at 2021-03-15T13:03
at 2021-03-15T13:03
By Brianna
at 2021-03-15T17:18
at 2021-03-15T17:18
By David
at 2021-03-18T18:35
at 2021-03-18T18:35
By Rosalind
at 2021-03-20T15:30
at 2021-03-20T15:30
By Dorothy
at 2021-03-22T03:42
at 2021-03-22T03:42
By Gilbert
at 2021-03-22T07:00
at 2021-03-22T07:00
By Skylar DavisLinda
at 2021-03-25T18:04
at 2021-03-25T18:04
By Edith
at 2021-03-28T14:07
at 2021-03-28T14:07
By Dorothy
at 2021-03-31T04:18
at 2021-03-31T04:18
By Tracy
at 2021-04-04T10:35
at 2021-04-04T10:35
By Cara
at 2021-04-06T15:22
at 2021-04-06T15:22
By Robert
at 2021-04-07T22:43
at 2021-04-07T22:43
By Doris
at 2021-04-11T21:56
at 2021-04-11T21:56
By Enid
at 2021-04-15T11:32
at 2021-04-15T11:32
By Genevieve
at 2021-04-20T01:35
at 2021-04-20T01:35
By Jake
at 2021-04-21T07:01
at 2021-04-21T07:01
By Anonymous
at 2021-04-22T10:44
at 2021-04-22T10:44
By Sierra Rose
at 2021-04-24T22:00
at 2021-04-24T22:00
By Genevieve
at 2021-04-29T20:07
at 2021-04-29T20:07
By Charlotte
at 2021-04-30T18:58
at 2021-04-30T18:58
By Sierra Rose
at 2021-05-01T16:11
at 2021-05-01T16:11
By Genevieve
at 2021-05-04T12:20
at 2021-05-04T12:20
Related Posts
1102亞泥今天怎跌這麼大一根?
By Hedwig
at 2020-07-16T17:06
at 2020-07-16T17:06
被動元件下半年景氣陳泰銘估不明朗但不悲
By Cara
at 2020-07-16T17:05
at 2020-07-16T17:05
華紙非塑食安用紙全員到齊 未來挹注年營
By Doris
at 2020-07-16T16:46
at 2020-07-16T16:46
中國A股午後狂瀉!上證指數暴跌4.5%
By George
at 2020-07-16T16:24
at 2020-07-16T16:24
日揚 6208
By Andy
at 2020-07-16T16:14
at 2020-07-16T16:14