![\"\"](\"\/Themes\/Release\/images\/responsive\/ettelecom-default.jpg\")
The world's biggest contract chipmaker, at an earnings briefing, said it is expanding capacity and working to keep pricing reasonable.
The comments come after the Taiwanese firm reported a 19.4% rise in first-quarter profit, beating market expectations, on strong chip demand<\/a> amid a global shift to home working.
TSMC, whose clients include Apple Inc<\/a> and Qualcomm Inc<\/a>, had already flagged \"multiple years of growth opportunities\" as the COVID-19 pandemic fuelled demand for advanced chips to power devices<\/a> such as smartphones and laptops.
Its business was boosted by the chip shortage that initially forced automakers to cut production, but is now also hurting manufacturers of smartphones, laptops and even appliances. On Thursday, TSMC said it expects the chip shortage for its auto clients to be greatly reduced from the next quarter.
\"Our first-quarter business was supported by HPC-related demand, balanced by a milder smartphone seasonality than in recent years,\" said Vice President and Chief Financial Officer Wendell Huang, referring to high performance chips.
\"Moving into second quarter 2021, we expect our revenue to be flattish, as HPC-related demand will continue to grow, offset by smartphone seasonality.\"
TSMC's net profit for January-March hit T$139.7 billion ($4.93 billion), versus the T$134.01 billion average of 22 analyst estimates compiled by Refinitiv.
Revenue rose 25.4% to a record $12.92 billion, in line with the company's earlier estimated range of $12.7 billion to $13 billion.
The firm forecast second-quarter revenue would be in a range of $12.9 billion to $13.2 billion, compared with $10.38 billion in the same period a year earlier. It also lifted its revenue growth forecast for 2021 to about 20%, versus an earlier forecast of a mid-teens percentage.
TSMC said this month it plans to invest $100 billion over the next three years to increase capacity at its plants, days after Intel Corp<\/a> announced a $20 billion plan to expand its advanced chip making capacity.
Chief Executive Officer C. C. Wei said the massive investment plan was driven by \"stronger engagement with more customers\" on the company's most advanced 5 nanometer node technology as well as its upcoming 3 nanometer node, which is scheduled to enter risk production later this year.
The Taiwanese company on Thursday lifted capital spending on the production and development of advanced chips to about $30 billion this year, up from a range of $25 billion to $28 billion it forecast in January.
Analysts are bullish about the company's massive expansion plan, expecting global demand for advanced chips to surge as fifth-generation telecommunications (5G) technology and artificial intelligence applications are adopted more widely.
TSMC shares have risen about 16% so far this year and have more than doubled over the past one year, giving TSMC a market value of $558 billion, more than twice that of Intel<\/a>'s and higher than that of South Korean technology giant Samsung Electronics Co Ltd.
The stock rose 1.14% on Thursday, compared with 1.25% for the benchmark index.
<\/body>","next_sibling":[{"msid":82079829,"title":"Tower body seeks frontline worker status for field engineers for vaccination on priority","entity_type":"ARTICLE","link":"\/news\/tower-body-seeks-frontline-worker-status-for-field-staff-for-vaccination-on-priority\/82079829","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":82080147,"entity_type":"ARTICLE","title":"TSMC books 19% first-quarter profit growth; says chip shortage likely last into 2022","synopsis":"TSMC's net profit for January-March hit T$139.7 billion ($4.93 billion), versus the T$134.01 billion average of 22 analyst estimates compiled by Refinitiv.","titleseo":"telecomnews\/tsmcs-q1-profit-rises-19-on-strong-chip-demand","status":"ACTIVE","authors":[],"Alttitle":{"minfo":""},"artag":"Reuters","artdate":"2021-04-15 12:17:06","lastupd":"2021-04-15 13:28:36","breadcrumbTags":["TSMC Q1","taipei","Qualcomm Inc","Intel Corp","Devices","strong chip demand","international","Intel","Apple Inc"],"secinfo":{"seolocation":"telecomnews\/tsmcs-q1-profit-rises-19-on-strong-chip-demand"}}" data-authors="[" "]" data-category-name="" data-category_id="" data-date="2021-04-15" data-index="article_1">
- Telecom乐动扑克News
- 3分钟阅读
台积电书第一季度利润增长19%;说芯片短缺可能持续到2022年
台积电1的净利润达到1397亿元新台币(合49.3亿美元),与1340.1亿元新台币的平均22 Refinitiv编纂的分析师预期。
全球最大的合同芯片制造商在业绩发布会上表示,扩大产能,努力保持价格合理。
此前台湾公司公布一季度利润上升19.4%,优于市场预期,强劲的芯片需求在全球转向在家工作。
台积电,其客户包括苹果(aapl . o:行情)和高通(qcom . o:行情)已经标记“多年的增长机遇”COVID-19流行需求推动先进的芯片设备如智能手机和笔记本电脑。
其业务增加了芯片短缺,最初迫使汽车制造商削减产量,但现在也伤害智能手机制造商,甚至笔记本电脑和电器。周四,台积电表示,预计芯片短缺的汽车客户从下个季度大大减少。
“我们第一季度业务支持HPC-related需求,平衡由温和比近年来智能手机的季节性,”副总裁兼首席财务官温德尔·黄说,他指的是高性能芯片。
”进入2021年第二季度,我们期望收入平平,HPC-related需求将继续增长,智能手机的季节性所抵消。”
台积电1的净利润达到1397亿元新台币(合49.3亿美元),与1340.1亿元新台币的平均22 Refinitiv编纂的分析师预期。
收入增长25.4%,达到创纪录的129.2亿美元,符合公司的早些时候估计127亿美元到130亿美元的范围。
该公司预计第二季度营收将在129亿美元至132亿美元,较去年同期的103.8亿美元。还上调了收入增长预期2021年约为20%,与早前预测的时候比例。
台积电(TSMC)本月表示,计划在未来三年投资1000亿美元在其工厂扩大产能,几天后英特尔(intc . o:行情)宣布了一项200亿美元的计划,扩大其先进的芯片制造能力。
首席执行官c·c·魏说,大规模的投资计划是由“更强”参与更多的客户对公司最先进的5纳米节点技术以及即将推出3纳米节点,计划今年晚些时候进入生产风险。
这家台湾公司周四解除资本支出的生产和发展先进的芯片到今年的300亿美元,从250亿美元到280亿美元的范围在1月份的预测。
分析师看好公司的大规模扩张计划,预计全球先进的芯片需求激增,第五代电信(5克)技术和人工智能应用更广泛的采用。
台积电股票今年迄今为止已上涨约16%,过去一年增加了一倍多,台积电的市值为5580亿美元,超过的两倍英特尔的和高于韩国科技巨头三星电子有限公司。
该公司股价周四上涨1.14%,相比之下,1.25%的基准指数。
评论
现在评论 阅读评论(1)所有评论
找到这个评论进攻?
下面选择你的理由并单击submit按钮。这将提醒我们的版主采取行动