TSMC Shares Tumble As Margin Concerns Outweigh Strong Demand

Bloomberg2021-07-16

Third-quarter margin guidance a disappointment: Morgan Stanley. Chipmaker said sales will rise more than 20% in 2021. Taiwan Semiconductor Manufacturing Co.shares dropped the most in two months after...

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精彩评论

LnP
2021-07-16
LnP
I’ve sold out TSMC … yes it starts going down.
Shan_2021
2021-07-16
Shan_2021
Manipulation .too late townidentify less margin
bzlim
2021-07-16
bzlim
Please sell down for me. I want to continue accumulating
SunSandSea
2021-07-16
SunSandSea
👍
jk0726
2021-07-16
jk0726
👍🏻
Yawyaw
2021-07-16
Yawyaw
Good entry point now
- jk0726:
  👍🏻

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Gross margin for the second quarter was 50%, below the roughly 51% average predicted by analysts, in part because of the appreciation in the Taiwan dollar during the period. For the September quarter, TSMC forecast gross margin of 49.5% to 51.5%. Analysts from Morgan Stanley called the third-quarter guidance a “disappointment,” warning that gross margins could fall below 50% as early as next year.\nTSMC, the world’s largest contract manufacturer, has faced increasing pressure to boost capacity to help alleviate a supply crunch that has plagued the automobile and other industries. The Taiwanese company earlier this year pledged to spend $100 billion over three years to build new fabs and invest in more advanced nodes, as rivals likeIntel Corp.andSamsung Electronics Co.seek to catch up. 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Revenue in the current quarter may rise to between $14.6 billion and $14.9 billion, in line with the $14.7 billion average of analyst estimates.\nSomeanalysts saidTSMC had failed to meet outsized expectations. 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I want to continue accumulating&nbsp;","listText":"Please sell down for me. I want to continue accumulating&nbsp;","text":"Please sell down for me. I want to continue accumulating","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170352413","repostId":1199782604,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":170335607,"gmtCreate":1626403747409,"gmtModify":1633927048454,"author":{"id":"3568276413163668","authorId":"3568276413163668","name":"SunSandSea","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3568276413163668","authorIdStr":"3568276413163668"},"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170335607","repostId":1199782604,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":170336793,"gmtCreate":1626403617712,"gmtModify":1631893368548,"author":{"id":"4087884674407470","authorId":"4087884674407470","name":"jk0726","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4087884674407470","authorIdStr":"4087884674407470"},"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170336793","repostId":1199782604,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":170391570,"gmtCreate":1626402831490,"gmtModify":1633927058389,"author":{"id":"3586086275235518","authorId":"3586086275235518","name":"Yawyaw","avatar":"https://static.tigerbbs.com/7e37500d21b3a116d9d16255fc15aa18","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3586086275235518","authorIdStr":"3586086275235518"},"htmlText":"Good entry point now","listText":"Good entry point now","text":"Good entry point now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/170391570","repostId":1199782604,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5235899,"gmtCreate":1626403612043,"gmtModify":1635228086752,"authorId":4087884674407470,"author":{"id":4087884674407470,"idStr":"4087884674407470","authorId":4087884674407470,"name":"jk0726","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":170391570,"type":1,"supId":0,"prevId":0,"content":"👍🏻","text":"👍🏻","html":"👍🏻"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":79,"commentSize":17,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1199782604"}