TSMC ADR imagunda kwambiri, Masheya anakwera molumikizana kuti amalize chidwi chodzaza

Wofufuza woyambitsa kufufuma wa TSMC ku America Deposational Receipts (ADR) adapitilira chizindikiro cha US $ 60, kusinthanso zochitika zam'mbuyomu, ndipo mtengo wamsitimu ku Taiwan udakwera molingana pa 3, mutangobwerera kumtunda wakale wa NT $ 345 (zomwe zimagwiranso ntchito ku unit yomweyo ), ndipo pomaliza pake 11 Dzazani chidwi pambuyo pa tsiku la malonda.

Nkhondo yotsatsa malonda ku Sino-US yasainidwa moyenerera pa 15 kuti isayine pangano la gawo loyamba kulimbikitsa masheya aku US kuti apitilize kukwera. Dow Jones Industrial Index idakwera 1.16%, Philadelphia Semiconductor Index idakwera kuposa 2%, ndipo TSMC ADR idakwera 3.3%, mbiri yayitali. Mtengo wanyimbo wa TSMC unakwera mosiyanasiyana pa 3, mpaka 345 yuan mumalonda oyambira, 6 yuan, kapena 1.77%.

TSMC idapereka ndalama za 2,5 zauan pa gawo lachiwiri, magawo ake pa Disembala 19, 2019, mtengo womwe udalipo anali 342 yuan, ndipo chidwi chidadzaza bwino pa 3, ndipo mtengo wapamwamba kwambiri lathyathyathya Pa 16, TSMC idzagawa magawo ndikukhala ndi lipoti la 4 la ndalama nthawi imodzi. Zikuyembekezeka kufotokozera zotsatira zogwirira ntchito mu 2019 ndikumasulira zokhudzana ndi msika monga kotala yoyamba ndi chaka chonse chakuwonetseratu ndikuwongolera njira zapamwamba.

Bwalo lakunja limakhulupirira kuti kufunikira kwa makasitomala akuluakulu Apple mu gawo loyamba kumatha kuchepa chifukwa cha nyengo, koma TSMC ikuyembekezeka kupitiliza kupindula ndi makasitomala akuluakulu monga Huawei, MediaTek ndi Supermicro akufuna kupitiliza njira ya 7-nanometer. zomwe zithandizira gawo loyamba la 2020. Si zoyipa, ndi lachigawo chachinayi cha 2019.

Kuphatikiza apo, ogulitsa akunja akuyembekezeranso kuti TSMC ipanga zipatso zochulukirapo 5nm m'chaka choyamba chazaka motsogozedwa ndi 5G, intelligence yaukadaulo (AI), komanso makina ogwiritsa ntchito kwambiri. Ikuyamba kugwira ntchito yamsika ndipo ndalama zake zapachaka zidzayendetsedwa ndi mphamvu ziwiri za 7,5nm, poyerekeza ndi chaka chatha. Kukula kwa 15-20%, kukhazikitsa cholembedwa chatsopano cha chaka.