台積電3月營收創17個月新低首季表現低於 - 股票QA

By Tracy
at 2023-04-10T15:08

Table of Contents

原文標題：

台積電3月營收創17個月新低首季表現低於預期

原文連結：https://s.id/1Fyt9

發布時間：2023/04/10

記者署名：

原文內容：

台積電自結3月營收新台幣1454.08億元，創17個月新低；累計第1季營收5086.33億元，低
於預期。

https://i.imgur.com/b5pg99L.png

台積電自結3月營收新台幣1454.08億元，創17個月新低；累計第1季營收5086.33億元，低
於預期。（中央社檔案照片）

法人表示，終端市場需求持續疲軟，以及客戶進一步庫存調整，是影響台積電3月及第1季
業績滑落的主因。

此外，台積電在之前法人說明會預估，第1季營收約167億至175億美元，平均匯率約1美元
兌新台幣30.7元。台積電第1季營收實績5086.33億元，低於預期的5126.9億至5372.5億元
水準，季減18.68%，較去年同期增加3.6%。

展望未來，法人多數預期，受供應鏈持續去化庫存影響，台積電第2季營收恐將持續滑落
，下半年業績可望顯著回升，全年營收可能較去年略減。

台積電預計4月20日舉行線上法人說明會，產能利用率何時落底、全年展望、毛利率表現
、資本支出計畫、全球布局及先進製程進展等將是市場關注重點。

心得/評論：

台積電公佈三月營收
營收月減年減
創下17個月以來營收新低
推一下時間點大概就前年11月景氣、股市的高點
比較讓人意外的是低於財測台積電的財測一向很準確

--

Tags: 股票

All Comments

By Caitlin
at 2023-04-10T13:08

995DGG QQ

By Jessica
at 2023-04-12T21:03

https://i.imgur.com/8mY3QBB.jpg

By Ethan
at 2023-04-10T13:08

不重要沒人在意這不良品

By Todd Johnson
at 2023-04-12T21:03

為什麼不早說

By Irma
at 2023-04-10T13:08

https://i.imgur.com/tcCfDWV.jpg 貼錯了不好意思

By Margaret
at 2023-04-12T21:03

已反應

By Connor
at 2023-04-10T13:08

衰退沒關係低於預期就威脅了

By Zenobia
at 2023-04-12T21:03

五奈米轉三奈米噴

By Iris
at 2023-04-10T13:08

噴

By Hedwig
at 2023-04-12T21:03

不良品400收

By Olivia
at 2023-04-10T13:08

明天跌爛

By Isla
at 2023-04-08T06:07

炒股電末路

By Victoria
at 2023-04-10T14:02

沒關係現在買等第三季噴

By Una
at 2023-04-10T13:08

121拜登基，殺爆台股殺台積

By Joe
at 2023-04-12T21:03

明天一根

By Tom
at 2023-04-08T06:07

準備要噴爛了

By Caitlin
at 2023-04-10T14:02

爛到要死最好跌到400

By Poppy
at 2023-04-10T13:08

該入場了嗎

By Carol
at 2023-04-12T21:03

Q2還會更爛

By Christine
at 2023-04-10T13:08

我們300見

By Isla
at 2023-04-12T21:03

夜盤：i don care

By Kristin
at 2023-04-08T06:07

只能噴了越爛越噴

By Cara
at 2023-04-10T14:02

530的股價最好早反應XDD
要跌破波段低點370了

By Barb Cronin
at 2023-04-10T13:08

蹲得越低，跳得越__

By Hedda
at 2023-04-12T21:03

GG你也有這天

By Lucy
at 2023-04-10T13:08

這營收年終紅利大縮水

By Eden
at 2023-04-12T21:03

…那之前370在反應什麼

By Kama
at 2023-04-10T13:08

370在反應地緣政治風險
問習大大啊！

By Wallis
at 2023-04-12T21:03

台積也會低於預期...

By Bethany
at 2023-04-10T13:08

已反應

By Isabella
at 2023-04-12T21:03

明天跌停板

By Candice
at 2023-04-10T13:08

法說會還不簡單，看好下半年AI需求，股價就漲停了

By James
at 2023-04-12T21:03

原來如此謝謝大師釋疑

By Harry
at 2023-04-10T13:08

台積電太高估美元了，用30.7算

By Hazel
at 2023-04-12T21:03

維尼加把勁，我等50收

By Mary
at 2023-04-10T13:08

明天賣G求榮，沒毛病啊～

By Cara
at 2023-04-12T21:03

美光方式學起來，預測爛一點就會漲了

By Rae
at 2023-04-10T13:08

終端庫存現在不是問題了，景氣的持續性比較問號

By Joe
at 2023-04-12T21:03

顯卡手機 CPU都沒人在砍庫存了

By Hazel
at 2023-04-08T06:07

爽

By Noah
at 2023-04-10T14:02

終於等到了，各位不現在歐印什麼時候歐印，這波沒
入場在等十年

By Olga
at 2023-04-10T13:08

去年就說過今年上半年不好,下半才會好要用先進製程
補回來

By Skylar DavisLinda
at 2023-04-12T21:03

營收公布最後利空上車機會

By Lauren
at 2023-04-10T13:08

南下450 ，探親350

By George
at 2023-04-12T21:03

全面調漲代工費，補足數字即可

By Iris
at 2023-04-10T13:08

還好我賣在3字頭了呢

By Hedy
at 2023-04-12T21:03

已反應 Price in 三月的貨去年就要下了免驚

By Mary
at 2023-04-10T13:08

美國要gg分享獲利還看不出來嗎XDD

By Megan
at 2023-04-12T21:03

美國版的共同富裕

By Frederic
at 2023-04-10T13:08

5字頭再見了給我下去！

By Jack
at 2023-04-12T21:03

Fj正式宣佈大獲全勝

By Dorothy
at 2023-04-10T13:08

早就已反應了

By Selena
at 2023-04-12T21:03

爛... 以後不能再說財測很穩了XD

By Caroline
at 2023-04-10T13:08

年複合成長率15~20%的公司出現年增-15% 及格嗎XD

By Edith
at 2023-04-12T21:03

Fj XD

By Thomas
at 2023-04-10T13:08

隔壁獲利還-96%

By Ivy
at 2023-04-12T21:03

去年衝刺太快今年持平或降溫會比較正常

By Jacob
at 2023-04-10T13:08

要變讓利G了嗎

By Bennie
at 2023-04-12T21:03

去年you超標太多，拉一些回來
Yoy

By Linda
at 2023-04-10T13:08

https://i.imgur.com/j85Lzkd.jpg 2330 歷年YOY表現

By Hamiltion
at 2023-04-12T21:03

AI要統治世界啦台積電會缺席嗎！！

By Elma
at 2023-04-10T13:08

FJ說還好賣在3字頭是在自嘲嗎XD

By Kama
at 2023-04-12T21:03

GG也要來越爛越噴嗎？

By Lauren
at 2023-04-10T13:08

可幫問統神,明天跌停版可撿嗎

By Doris
at 2023-04-12T21:03

當然是自嘲啊... 我與台積不對盤請反著看

By Iris
at 2023-04-10T13:08

沒事...FJ的獲利模型根本不需要台GG= =

By Ingrid
at 2023-04-12T21:03

知道老巴為啥先賣了

By Todd Johnson
at 2023-04-10T13:08

巴肥特大獲全勝

By Robert
at 2023-04-12T21:03

巴菲特賣在多少？會不會有點好笑......

By Eartha
at 2023-04-10T13:08

年營收守住2.2兆算贏

By Eartha
at 2023-04-12T21:03

確實 Fj不買台積一樣賺爆==

By Queena
at 2023-04-10T13:08

業績爛，照規矩，要噴了

By Daph Bay
at 2023-04-12T21:03

200收

By Donna
at 2023-04-10T13:08

盤整到20號法說

By Selena
at 2023-04-12T21:03

比2月低就有點扯了

By Yedda
at 2023-04-10T13:08

明天漲停

By Faithe
at 2023-04-12T21:03

那你倒是多跌點啊.........都不跌怎買

By Elizabeth
at 2023-04-10T13:08

多跌一點再來撿一些

By Rae
at 2023-04-12T21:03

二月天數還比較少

By Damian
at 2023-04-10T13:08

399我一定身家買

By Elvira
at 2023-04-12T21:03

台股就是愈爛愈噴愈好狂跌

By Ula
at 2023-04-10T13:08

明天至少跌10塊

By Kumar
at 2023-04-12T21:03

外資買太多gg，這下拉不下臉了XD

By Ina
at 2023-04-10T13:08

這裡完全不用擔心，越爛越噴

By Queena
at 2023-04-08T06:07

小兒想拉就拉，越爛也能展望未來有fu糗拉拉拉拉

By Lucy
at 2023-04-10T14:02

完全不用擔心, 這邊只是第二支腳

By Ida
at 2023-04-10T13:08

這只是剛開始

By Olivia
at 2023-04-12T21:03

台崩電

By Iris
at 2023-04-10T13:08

台G全轉正2 管你營收怎樣跌了就買

By Lucy
at 2023-04-12T21:03

一堆門外漢沒看這一季的YoY是+3.6%嗎爆炸強的

By Andrew
at 2023-04-10T13:08

TSM盤前沒啥反應

By Andrew
at 2023-04-12T21:03

保衛台灣不用付點保護費嗎？

By Elma
at 2023-04-10T13:08

爛東西，快下去4XX原本價位

By George
at 2023-04-12T21:03

有啊大跌0.5%啊

By Linda
at 2023-04-10T13:08

低於財測…慘

By Isabella
at 2023-04-12T21:03

現在看來最誠實的只剩大立光

By Quintina
at 2023-04-10T13:08

老蘇：不良品

By Isabella
at 2023-04-12T21:03

真的衰退gg

By Aaliyah
at 2023-04-10T13:08

3根抄底，收到打收到

By Irma
at 2023-04-12T21:03

利空出盡

By Charlie
at 2023-04-10T13:08

跌停

By Heather
at 2023-04-12T21:03

大立光真是誠實，反觀GG

By Anonymous
at 2023-04-10T13:08

股價早就反應了接下來遲早噴

By Annie
at 2023-04-12T21:03

明天會不會跌停啊

By Anonymous
at 2023-04-10T13:08

丸了

By Odelette
at 2023-04-12T21:03

台積電跌不買難道你們各位1200才要來嗎？

By John
at 2023-04-10T13:08

連低標都沒有蠻扯的

By Anonymous
at 2023-04-12T21:03

還不是照漲嘻嘻

By Elizabeth
at 2023-04-10T13:08

新低之後又新低 TSMD

By Kyle
at 2023-04-12T21:03

爛

By Brianna
at 2023-04-10T13:08

明天外資假撐的時候來賣

By William
at 2023-04-12T21:03

真的只有大立光不會說謊
這種大型股外資隔天會故意撐一下

By Queena
at 2023-04-10T13:08

明天撐一天後天倒貨吧？

By Madame
at 2023-04-12T21:03

老巴之前買只是配合美國政府在撐盤吧

By Enid
at 2023-04-10T13:08

盤整到20號法說發說下半年展望不如預期才會大殺
法

By Liam
at 2023-04-12T21:03

不然美國設廠降毛利應該是偏空

By Edwina
at 2023-04-10T13:08

藍燈買股？？？？？

By Bennie
at 2023-04-12T21:03

PC手機就衰退了噴個屌看AI伺服器有沒有新單或叫老
黃去炒幣這個月開始又有賺頭了挖礦再起顯卡又可以
大出貨

By Carol
at 2023-04-10T13:08

40系的效率是30系的2倍很扯能耗比

By Rebecca
at 2023-04-12T21:03

https://youtu.be/I0eVKpicvVY
面積還縮小很屌

By Tom
at 2023-04-10T13:08

匯率預期吧

By Jessica
at 2023-04-12T21:03

M2 砍單才是觀察重點

By Jacky
at 2023-04-10T13:08

美國人可以接受無薪假嗎

By Poppy
at 2023-04-12T21:03

之前蘋果就大砍單了

By Oliver
at 2023-04-10T13:08

第二季還有得跌

By Carol
at 2023-04-12T21:03

沒事兒開個低往後可以開月增年增

台積電3月營收創17個月新低首季表現低於 - 股票QA

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