TSM leads semiconductor stocks higher
TSM leads semiconductor stocks higher
Joel Baglole
乔尔·巴格洛
Chip and semiconductor stocks are rising today after $Taiwan Semiconductor Manufacturing(TSM.US)$, the world's biggest chipmaker, posted a record net profit for the second quarter.
芯片和半导体类股今日上涨，此前$台积电(TSM.US)$全球最大的芯片制造商高通公布了第二季度创纪录的净利润。
Taiwan Semiconductor reported revenue of 534.14 billion Taiwanese dollars ($18.16 billion) for the quarter, up almost 44% year-over-year (YOY) and beating analyst expectations. Further, a net income of 237.03 billion Taiwanese dollars was up 76% YOY, marking a record quarter for the company.
台积电公布本季度营收为5,341.4亿新台币(合181.6亿美元)，同比增长近44%，超出分析师预期。此外，该公司净利润为2370.3亿新台币，同比增长76%，创下该公司创纪录的季度业绩。
These stellar results are now alleviating concerns that weak demand from high inflation will hurt the semiconductor sector this year. Currently, TSM stock is down 32% year-to-date (YTD) at just over $81 per share.
这些出色的业绩现在缓解了人们的担忧，即高通胀导致的需求疲软将在今年损害半导体行业。目前，新浪台积电的股价年初至今下跌了32%，仅略高于每股81美元。
Semiconductors Stocks: What's Happening With TSM Stock?
半导体类股：台积电股票怎么了？
In addition to the strong Q2 results, Taiwan Semiconductor — which is a top chip supplier for $Apple(AAPL.US)$ — forecast revenue between $19.8 billion and $20.6 billion for Q3. That's up substantially from the $14.8 billion in Q3 revenue it saw in 2021. Still, CEO CC Wei warned about "greater challenges in the supply chains" in a post-earnings call.
除了强劲的第二季度业绩外，台积电-它是$苹果(AAPL.US)$-预计第三季度收入在198亿至206亿美元之间。与2021年第三季度148亿美元的收入相比，这一数字大幅上升。尽管如此，首席执行官CC魏在财报公布后的电话会议上警告称，“供应链面临更大的挑战”。
Taiwan Semiconductor makes chips and semiconductors for other companies and has some of the most specialized manufacturing processes in the sector. The company says it is seeing growing weakness among consumers and "softening demand" for products like smartphones, even as demand strengthens for data centers and automotive chips. Wei believes inventory levels are coming down to represent a "typical cycle" for semiconductors.
台积电为其他公司生产芯片和半导体，拥有业内最专业的一些制造工艺。该公司表示，尽管对数据中心和汽车芯片的需求增强，但消费者的需求日益疲软，对智能手机等产品的“需求”也在“疲软”。魏认为，库存水平正在下降，代表着半导体的“典型周期”。
Overall, TSMC's Q2 report is positive news for semiconductor stocks at large. Worries about rising prices, waning consumer demand and elevated chip supply have all hurt most major chip players this year. Both $NVIDIA(NVDA.US)$ and $Advanced Micro Devices(AMD.US)$ have fallen 40% in the past six months. Now, though, this latest Q2 report is alleviating some of these concerns. If other chipmakers also report strong Q2 results, it could add momentum to the recovery.
总体而言，台积电第二季度报告对半导体类股总体来说是个利好消息。对价格上涨、消费者需求减弱和芯片供应增加的担忧，今年都损害了大多数主要芯片制造商的利益。两者都有$NVIDIA(NVDA.US)$和$Advanced Micro Devices(AMD.US)$在过去的六个月里下跌了40%。然而，现在，这份最新的第二季度报告正在缓解其中的一些担忧。如果其他芯片制造商也公布强劲的第二季度业绩，可能会为复苏增添动力。
What's Next
接下来是什么？
TSM stock and other semiconductor stocks are getting a reprieve today, moving higher on Taiwan Semiconductor's strong financial Q2 results. How long this rise in share prices lasts remains to be seen. However, any improvement in sentiment toward semiconductors stocks is welcome at this point.
台积电和其他半导体类股今天得到喘息之机，由于台积电第二季度财务业绩强劲，它们走高。这波股价涨势能持续多久还有待观察。然而，在这一点上，对半导体类股的任何情绪改善都是受欢迎的。