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%。
--
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