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TAIPEI: TSMC shares<\/a> jumped 3.7% on Friday outperforming the broader market, after the Taiwanese chipmaker announced forecast-beating second-quarter profit, with analysts buoyant on the firm's outlook despite some downside concern.
Taiwan Semiconductor Manufacturing Co Ltd<\/a> (TSMC<\/a>), a major Apple Inc supplier and the world's largest contract chipmaker, posted on Thursday a 76.4% leap in profit for the April-June period of 2022, to T$237.0 billion ($7.92 billion).
It said it was \"highly confident\" about its long-term prospects, though also signalled cooling demand from consumer electronics customers who it expects to reduce chip stockpiles over the next few quarters into 2023.
The market has been wary of a possible chip glut due to slowing consumer demand and soaring inflation, especially after Micron Technology Inc last month said a chip shortage<\/a> in some sectors was quickly turning into a glut.
TSMC's earnings<\/a> are likely to ease some of those worries for now.
Analysts at J.P. Morgan said TSMC acknowledging the downturn was a \"positive start\", expecting the chipmaker's stock price to move up modestly in the near term.
\"But confirmation of downturn from other semi companies in this earnings season is necessary for a definitive clearing event.\"
TSMC's shares are still down around 20% so far this year, in line with broader local market, as investors worry Taiwan's export-dependent economy will be hit by inflation and slowing consumer demand in China, the United States and Europe.
Morningstar analysts said they believed Qualcomm Inc and Nvidia Corp's increased allocation to TSMC would have cushioned the impact of most of the overall softened demand for the next 12 months.
\"We note that the duo has contracted TSMC as their primary foundry (if not sole) for most of 2023's consumer products because of low production yields at Samsung\" Electronics Co Ltd.
Taiwan's benchmark index closed up 0.8% on Friday.
($1 = 29.9410 Taiwan dollars)
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芯片制造商台积电股价跳后季度利润比估计
台湾半导体制造有限公司(台积电),苹果(aapl . o:行情)的主要供应商和全球最大的合同芯片制造商周四公布利润76.4%的飞跃2022年4 - 6月期间,2370亿元新台币(合79.2亿美元)。
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台北:台积电股票周五表现优于大盘上涨3.7%,台湾芯片制造商宣布超出预期的第二季度利润后,与分析师活跃公司的前景,尽管一些下行的担忧。
台湾半导体制造有限公司(台积电),苹果(aapl . o:行情)的主要供应商和全球最大的合同芯片制造商周四公布利润76.4%的飞跃2022年4 - 6月期间,2370亿元新台币(合79.2亿美元)。
它说,这是对其长期前景“非常有信心”,但也表示冷却消费类电子产品的顾客的需求,预计减少芯片库存在未来几个季度到2023年。
芯片可能过剩的市场一直保持警惕由于消费需求放缓和通货膨胀,尤其是在美光科技公司上个月说芯片短缺在某些领域很快转变为过剩。
台积电的收益可能会缓解一些担忧。
摩根大通(J.P. Morgan)分析师表示,台积电承认经济衰退是一个积极的开始,期待芯片制造商的股价小幅上升在短期内。
“但确认从其他半公司低迷的财报季为最终结算事件是必要的。”
台积电股价仍下跌约20%,今年迄今为止,与更广泛的本地市场,因投资者担心台湾的出口依赖型经济将遭受通货膨胀和中国消费需求放缓,美国和欧洲。
晨星公司分析师表示,他们认为高通(qcom . o:行情)和Nvidia公司的分配增加到台积电就能缓和这种影响的整体软化对未来12个月的需求。
“我们注意到,两台积电作为他们的主要铸造萎缩(如果不是唯一的话)2023年的大部分时间里的消费产品,因为较低的产量在三星电子有限公司。
台湾基准指数周五收盘上涨0.8%。
(1美元= 29.9410元)
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