Taiwan Semiconductor Manufacturing Company Ltd
- Taiwan Semiconductor Manufacturing Company increased 12% to $210.36 after the company reported sharply higher sales and earnings in the third quarter.
Revenue increased 36% to $23.5 billion, and gross margin expanded to 57.8% from 54.3% a year ago.
Net income in the quarter jumped to NT 325.08 billion, or $10.05 billion, from NT 210.8 billion a year ago.
Gross margin for the quarter was 57.8%, operating margin was 47.5%, and net profit margin was 42.8%.
In the third quarter, shipments of 3-nanometer accounted for 20% of total wafer revenue; 5-nanometer accounted for 32%; 7-nanometer accounted for 17%.
Advanced technologies, defined as 7-nanometer and smaller chip technologies, accounted for 69% of total wafer revenue.
The company guided fourth-quarter revenue to fall between $26.1 billion and $26.9 billion.
Oct 17, 2024 - Semiconductor shares plunged after a Bloomberg report suggested that President Joe Biden's administration is looking to impose a tougher penalty on companies sharing advanced technologies with China.
Nvidia declined 5.4% to $119.53, AMD dropped 7.1% to $165.03, ASML Holding plunged 10.9% to $953.52, and BE Semiconductor fell 5.7% to $174.45.
Taiwan Semiconductor decreased 7.2% to $172.66 after Republican Party U.S. President candidate and convicted felon said that Taiwan should pay the U.S. for defending the nation.
Jul 17, 2024 - Taiwan Semiconductor soared 6.6% to $109.83 after the company reported quarterly results that exceeded market expectations.
Revenue in the fourth quarter was flat at NT$ 625.5 million, but net income declined 19.3% to NT$ 237.8 million from NT$ 295.9 million, and diluted earnings per share dropped to NT$ 9.21 from NT$ 11.41 a year ago.
In U.S. dollars, fourth quarter revenue was $19.62 billion, which decreased 1.5% year-over-year but increased 13.6% from the previous quarter.
The company guided first quarter 2024 revenue between $18.0 billion and $18.8 billion, based on the exchange rate of 31.1 NT for one U.S. dollar.
Gross margin in the quarter is expected to range between 52% and 54%, and operating margin between 40% and 42%.
Capital expenditure in 2024 is estimated to range between $28 billion and $32 billion.
Jan 18, 2024 - Taiwan Semiconductor Manufacturing decreased 1.1% to $100.70 after the company reported December 2023 sales.
On a consolidated basis, revenue for December was approximately NT$176.30 billion, a decrease of 14.4% from November and a decline of 8.4% from a year ago.
Revenue for January through December 2023 totaled NT$2,161.74 billion, a decrease of 4.5% compared to the same period in 2022.
Jan 10, 2024 - Taiwan Semiconductor Manufacturing Company Ltd said first quarter revenue increased 3.6% to NT$508.6 billion and net income advanced 2.1% to NT$206.99 billion and diluted earnings per share edged up to NT$7.98 from NT$7.82 a year ago.
In the U.S. dollars, revenue in the first quarter declined 4.8% from a year ago to $16.72 billion, a decline of 16.1% from a year ago.
In the Taiwanese dollar, compared to the fourth quarter, revenue decreased 18.7% and net income dropped 30%.
In the first quarter, shipments of 5-nanometer accounted for 31% of total revenue and 7-nanometer 20%.
The advanced semiconductor company guided second quarter revenue between $15.2 billion and $16.0 billion and gross margin between 52% and 54%.
Apr 21, 2023
| Year | Mar | Jun | Sep | Dec | Annual | |
|---|---|---|---|---|---|---|
| 2023 | 1.31 | 1.14 | 1.29 | - | - | |
| 2022 | 1.4 | 1.55 | 1.78 | 1.50 | - | |
| 2021 | 0.96 | 0.93 | 1.08 | 1.15 | 4.12 | |
| 2020 | 0.75 | 0.78 | 0.9 | 1.08 | 3.51 | |
| 2019 | 0.39 | 12.85 | 0.63 | 0.85 | 14.72 | |
| 2018 | 0.59 | 0.47 | 0.56 | 0.67 | 2.29 | |
| 2017 | 0.54 | 0.42 | 0.57 | 0.64 | 2.17 | |
| 2016 | 0.38 | 0.43 | 0.59 | 0.61 | 2.01 | |
| 2015 | 0.48 | 0.50 | 0.46 | 0.43 | 1.87 | |
| 2014 | 0.31 | 0.38 | 0.49 | 0.37 | 1.55 | |
| 2013 | 0.26 | 0.34 | 0.34 | 0.26 | 1.19 | |
| 2012 | 0.23 | 0.27 | 0.32 | 0.28 | 1.1 | |
| 2011 | 0.24 | 0.24 | 0.20 | 0.20 | 0.88 | |
| 2010 | 0.20 | 0.24 | 0.28 | 0.26 | 0.99 | |
| 2009 | 0.01 | 0.14 | 0.18 | 0.19 | 0.52 | |
| 2008 | 0.17 | 0.18 | 0.19 | 0.07 | 0.61 | |
| 2007 | 0.11 | 0.15 | 0.17 | 0.20 | 0.63 | |
| 2006 | 0.19 | 0.20 | 0.19 | 0.16 | 0.76 | |
| 2005 | 0.10 | 0.12 | 0.14 | 0.20 | 0.59 |