台積電第2季營收創新高獲利微降、每股賺5.18元 - 股票

By Eartha
at 2021-07-15T14:05

Table of Contents

線上法說連結

https://reurl.cc/xGXL5z

GPM 50% 略低於預期

5nm 18% 7nm 31% of salse

三季度財測營收 USD 14.6 ~ 14.9bn
全年還是預估 20%以上營收增長(美元計價)

車用MCU比2020增產20%，這一季汽車半導體缺貨緩解

4nm(5nm加強版)明年量產，3nm明年下半年量產

HPC/IOT/汽車 2Q比較好，全年5nm/7nm各板塊應用需求都好
客戶庫存仍健康，不過整個產業目前可接受的庫存水平都比較高

毛利率受到台幣匯率影響 0.5%
三季度毛利率受產品組合影響可望略升

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Tags: 股票

All Comments

By Olga
at 2021-07-19T11:23

明天5字頭了

By Isla
at 2021-07-21T11:10

1樓可憐哪

By Aaliyah
at 2021-07-25T04:01

台股超級核彈

By Annie
at 2021-07-27T16:45

三樓可憐哪

By Olga
at 2021-07-29T15:41

5字頭可憐阿

By Jessica
at 2021-08-01T01:37

合理550

By Ursula
at 2021-08-03T16:38

看來第三季毛利不會差太多，營收增加11%

By Dinah
at 2021-08-08T10:28

三季度財測營收 14.6 ~ 14.9bn

By Dorothy
at 2021-08-11T10:12

完了才季增11%

By Eden
at 2021-08-15T16:25

550差不多可以接

By Margaret
at 2021-08-15T17:26

679要套到明年過完年
本來我預估679今年底解套的

By Aaliyah
at 2021-08-20T06:52

dead money 台股回萬3

By Rachel
at 2021-08-21T08:54

說的感覺蠻保守

By Caroline
at 2021-08-21T13:34

小妹快來救GG

By Isla
at 2021-08-24T01:22

完了 dead money

By Xanthe
at 2021-08-26T00:41

三率三減

By Enid
at 2021-08-29T10:01

這樣子看起來GGQ3的EPS大概會在5.5~6之間吧

By Dora
at 2021-09-01T02:08

Dead money

By Genevieve
at 2021-09-03T12:56

新廠沒蓋好前大概就這樣了

By Bennie
at 2021-09-04T18:09

還有花在疫苗的錢

By Iris
at 2021-09-08T13:11

但是台幣還是很強勢耶

By Blanche
at 2021-09-10T00:39

明天跌停板

By Elvira
at 2021-09-11T16:40

這表現撐的起600塊嗎?

By Sierra Rose
at 2021-09-16T06:35

丸子船票特價結束

By Ula
at 2021-09-20T21:47

明天還有6字頭趕快跑吧保證又要下去混了

By Daph Bay
at 2021-09-23T04:52

好難啊沒有第二季那麼慘但第三季也沒很亮眼

By Daniel
at 2021-09-25T06:35

今年可能賺不到23塊了@@

By Elvira
at 2021-09-28T09:30

600完全低估它了，可憐阿

By Tracy
at 2021-10-01T20:05

哈哈，還是買航運吧！

By Blanche
at 2021-10-05T00:36

第三季毛利率會持續衰退

By Irma
at 2021-10-09T01:04

抱台積好安心反正679T總有一天會解套

By Olive
at 2021-10-13T00:54

丸子台積要崩了

By Michael
at 2021-10-17T08:47

今年EPS最多21,合理股價450

By Michael
at 2021-10-17T18:11

上半年10.5 今年我猜最多碰到23吧

By Anonymous
at 2021-10-19T00:21

年初eps23是低標，現在變天花板了，幫QQ

By Ula
at 2021-10-22T00:18

今天套了好多人

By Tracy
at 2021-10-25T04:04

可惜GG不敢像聯電一樣漲價因為三星已經降價賣

By Kyle
at 2021-10-26T21:43

23*25=575 應該先回測這個價位吧

By Yuri
at 2021-10-28T20:12

本來eps上看25 現在看來20都很難了

By Callum
at 2021-10-29T00:21

575-600這段以EPS23 本益比給25-26來說

By Caitlin
at 2021-10-30T07:21

可憐齁拉高出貨
over booking

By Valerie
at 2021-11-02T22:50

慘了原來前幾天是GG死貓跳

By George
at 2021-11-05T20:43

台積上半年淨利2740.49億元，年增15.2%
一定緩漲

By Skylar DavisLinda
at 2021-11-09T09:33

Q3有夏季用電，gg準備下去吧

By Zenobia
at 2021-11-11T15:54

匯損

By Necoo
at 2021-11-14T03:57

年成長15%應該是可以達到

By Skylar DavisLinda
at 2021-11-18T20:04

只是沒有驚喜

By Skylar DavisLinda
at 2021-11-23T18:53

哪次不開法會

By Emily
at 2021-11-25T05:26

真的法會了

By Andy
at 2021-11-29T21:28

每次都是法會拉！

By Lucy
at 2021-11-30T18:19

這禮拜的台積電南柯一夢

By Leila
at 2021-12-01T14:09

我還是來繼續酸航運吧

By Mary
at 2021-12-03T10:10

七月700八月800九月900以此類推

By Bethany
at 2021-12-08T07:49

繼續當航酸看戲嗎

By Poppy
at 2021-12-11T12:58

600都嫌貴，下去吧

By Wallis
at 2021-12-11T20:22

航運貨櫃隨便都30,股票還在100多

By Audriana
at 2021-12-15T01:19

dead monkey 給我下台

By Agatha
at 2021-12-18T06:07

港覺要出事了！

By Candice
at 2021-12-20T22:04

問政治風險lol
還有疫苗

By Zora
at 2021-12-25T05:21

謝謝整理

By Rosalind
at 2021-12-26T01:00

說550的我貸款跟你買10張

By Aaliyah
at 2021-12-26T06:42

電子旺季會下去ㄏㄏ鄉民的判斷力

By Liam
at 2021-12-29T10:39

鴻海今天都紅K過高了你們是在看不起蘋果拉貨嗎

By Quanna
at 2022-01-03T08:31

679應該要等新廠蓋好才能解套了
600以下買 600以上賣我才今年區間震盪

By Steve
at 2022-01-05T04:15

電子去年下半年基期真的太高，今年數字很難有成長性

By Edwina
at 2022-01-09T04:59

台GG休息一年也好，慢慢平盤整理不是壞事

By Lydia
at 2022-01-11T07:46

謝謝整理，玩海運後買台積沒在怕跌的

台積電第2季營收創新高獲利微降、每股賺5.18元 - 股票

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