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IEObserve 國際經濟觀察@ieobserve P.2064
IEOBSERVE Telegram 2064
台積電Q1營收年增 16.5% 至188.7億,高於財測上緣188億。毛利率53.1%,淨利年增8.8%至71.7億,EPS $1.38 皆優於預期。

技術平台來看,$TSM 佔比最高46%的HPC高效能運算季增3%,佔38%的智慧型手機季減-16%,車用電子持平,IoT季增5%。

製程的營收占比來看,蘋果用到的3奈米製程佔比從15%降低到9%,5奈米製程佔比37%,7奈米製程則佔19%。
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台積電預計24Q2營收在196-204億換算約年增27%,季增6.3%。毛利率預估在51-53%。營業利潤率預估在40%-42%。

更多詳細內容看這篇
https://ieobserv.com/Semi_24Q1



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台積電Q1營收年增 16.5% 至188.7億,高於財測上緣188億。毛利率53.1%,淨利年增8.8%至71.7億,EPS $1.38 皆優於預期。

技術平台來看,$TSM 佔比最高46%的HPC高效能運算季增3%,佔38%的智慧型手機季減-16%,車用電子持平,IoT季增5%。

製程的營收占比來看,蘋果用到的3奈米製程佔比從15%降低到9%,5奈米製程佔比37%,7奈米製程則佔19%。
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台積電預計24Q2營收在196-204億換算約年增27%,季增6.3%。毛利率預估在51-53%。營業利潤率預估在40%-42%。

更多詳細內容看這篇
https://ieobserv.com/Semi_24Q1

BY IEObserve 國際經濟觀察




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Administrators There have been several contributions to the group with members posting voice notes of screaming, yelling, groaning, and wailing in different rhythms and pitches. Calling out the “degenerate” community or the crypto obsessives that engage in high-risk trading, Co-founder of NFT renting protocol Rentable World emiliano.eth shared this group on his Twitter. He wrote: “hey degen, are you stressed? Just let it out all out. Voice only tg channel for screaming”. How to create a business channel on Telegram? (Tutorial) So far, more than a dozen different members have contributed to the group, posting voice notes of themselves screaming, yelling, groaning, and wailing in various pitches and rhythms. Hui said the time period and nature of some offences “overlapped” and thus their prison terms could be served concurrently. The judge ordered Ng to be jailed for a total of six years and six months.
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