TSM leads semiconductor stocks higher
TSM leads semiconductor stocks higher
Joel Baglole
喬爾·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.
芯片和半導體類股今日上漲，此前$臺積電(TSM.US)$全球最大的芯片製造商高通公佈了第二季度創紀錄的淨利潤。
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.
臺積電公佈本季度營收為5,341.4億新臺幣(合181.6億美元)，同比增長近44%，超出分析師預期。此外，該公司淨利潤為2370.3億新臺幣，同比增長76%，創下該公司創紀錄的季度業績。
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.
這些出色的業績現在緩解了人們的擔憂，即高通脹導致的需求疲軟將在今年損害半導體行業。目前，新浪臺積電的股價年初至今下跌了32%，僅略高於每股81美元。
Semiconductors Stocks: What's Happening With TSM Stock?
半導體類股：臺積電股票怎麼了？
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 $14.8 billion in Q3 revenue it saw in 2021. Still, CEO CC Wei warned about "greater challenges in the supply chains" in a post-earnings call.
除了強勁的第二季度業績外，臺積電-它是$蘋果(AAPL.US)$-預計第三季度收入在198億至206億美元之間。與2021年第三季度148億美元的收入相比，這一數字大幅上升。儘管如此，首席執行官CC魏在財報公佈後的電話會議上警告稱，“供應鏈面臨更大的挑戰”。
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.
臺積電為其他公司生產芯片和半導體，擁有業內最專業的一些製造工藝。該公司表示，儘管對數據中心和汽車芯片的需求增強，但消費者的需求日益疲軟，對智能手機等產品的“需求”也在“疲軟”。魏認為，庫存水平正在下降，代表着半導體的“典型週期”。
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.
總體而言，臺積電第二季度報告對半導體類股總體來説是個利好消息。對價格上漲、消費者需求減弱和芯片供應增加的擔憂，今年都損害了大多數主要芯片製造商的利益。兩者都有$NVIDIA(NVDA.US)$和$Advanced Micro Devices(AMD.US)$在過去的六個月裏下跌了40%。然而，現在，這份最新的第二季度報告正在緩解其中的一些擔憂。如果其他芯片製造商也公佈強勁的第二季度業績，可能會為復甦增添動力。
What's Next
接下來是什麼？
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.
臺積電和其他半導體類股今天得到喘息之機，由於臺積電第二季度財務業績強勁，它們走高。這波股價漲勢能持續多久還有待觀察。然而，在這一點上，對半導體類股的任何情緒改善都是受歡迎的。