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$Taiwan Semiconductor (TSM.US)$
TSMC's initial purchase of its own pilot stock was a double bagger. But I don't need that self-satisfaction, I want to buy more, and I won't sell for another 4 years. Isn't there a stock with growth so easy to understand, where sales = number of factories🏭?![]()
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TSMC's initial purchase of its own pilot stock was a double bagger. But I don't need that self-satisfaction, I want to buy more, and I won't sell for another 4 years. Isn't there a stock with growth so easy to understand, where sales = number of factories🏭?
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Set a live reminder
$Taiwan Semiconductor (TSM.US)$ will hold the earnings call for the third quarter of 2024 on Thursday, October 17, 2024 at 3:00 PM Japan time.
This presentation will be conducted in subtitled translation format.Will be delivered. If you wish to watch,"Reservation"Please click the button.
◆Notes
The content of this live is provided by the subtitle translation service for the convenience of customers. The subtitles are generated using Microsoft Azure and Amazon Translate. Regardless of whether the accuracy, reliability, or correctness of machine translation from English to Japanese, no type of guarantee is made explicitly or implicitly. We are not responsible for any damages caused by the translated content. Please be aware of this when viewing.
This presentation will be conducted in subtitled translation format.Will be delivered. If you wish to watch,"Reservation"Please click the button.
◆Notes
The content of this live is provided by the subtitle translation service for the convenience of customers. The subtitles are generated using Microsoft Azure and Amazon Translate. Regardless of whether the accuracy, reliability, or correctness of machine translation from English to Japanese, no type of guarantee is made explicitly or implicitly. We are not responsible for any damages caused by the translated content. Please be aware of this when viewing.
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Taiwan Semiconductor 2024 Q3 earnings call (subtitle translation)
Oct 17 01:00
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● $Taiwan Semiconductor (TSM.US)$is Japan timeThe announcement of the third quarter earnings for 2024 is scheduled for the afternoon of October 17.Planning to do.
According to moomoo, the market is TSMC's 24Q3 revenue is 750.211 billion Taiwan dollars, with an EPS of 56.8 Taiwan dollarsand financial estimates.
Q2 results exceeded expectations, driven by demand for 3nm and 5nm products, with a 36.3% increase in net profit and a 40.1% increase in revenue.
Noteworthy: growth outlook for Q4 and full year, price increases for advanced processes and CoWos, progress in expanding production capacity, and capital expenditures.
Supported by AI and smartphone demand, the company's stock is expected to reach an all-time high.
Taiwan Semiconductor Manufacturing Company (TSMC) Q2 net profit increased by 36.3% to 247.85 billion Taiwan dollars, while revenue increased by 40.1% to 673.51 billion Taiwan dollarsAccording to management comments, negative factors in the smart phone segment include TSMC's 5 nanometer and 3 nanometer manufacturing...
According to moomoo, the market is TSMC's 24Q3 revenue is 750.211 billion Taiwan dollars, with an EPS of 56.8 Taiwan dollarsand financial estimates.
Q2 results exceeded expectations, driven by demand for 3nm and 5nm products, with a 36.3% increase in net profit and a 40.1% increase in revenue.
Noteworthy: growth outlook for Q4 and full year, price increases for advanced processes and CoWos, progress in expanding production capacity, and capital expenditures.
Supported by AI and smartphone demand, the company's stock is expected to reach an all-time high.
Taiwan Semiconductor Manufacturing Company (TSMC) Q2 net profit increased by 36.3% to 247.85 billion Taiwan dollars, while revenue increased by 40.1% to 673.51 billion Taiwan dollarsAccording to management comments, negative factors in the smart phone segment include TSMC's 5 nanometer and 3 nanometer manufacturing...
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![[Earnings Preview] TSMC, strong demand driving growth - possibility of returning to the "1 trillion dollar club" in market capitalization?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20241014/f4eae05a0b4dbbb5b6dcf28ff48f2ebd.png/thumb?area=105&is_public=true)
![[Earnings Preview] TSMC, strong demand driving growth - possibility of returning to the "1 trillion dollar club" in market capitalization?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20241014/af94d92a51a614b62fa3fe9bbcae4a1c.png/thumb?area=105&is_public=true)
![[Earnings Preview] TSMC, strong demand driving growth - possibility of returning to the "1 trillion dollar club" in market capitalization?](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20241014/15e77204bdd51fce0b0fd0c37763a6e3.png/thumb?area=105&is_public=true)
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$Micron Technology (MU.US)$
Profitable settlement, exceeding analyst financial estimates, is expected to rise in after-hours trading. Will the companies facing the earnings date put an end to irrational price movements that lead to a sharp decline regardless of the earnings content? nvidia is also expected to rise significantly after hours in relation.
Profitable settlement, exceeding analyst financial estimates, is expected to rise in after-hours trading. Will the companies facing the earnings date put an end to irrational price movements that lead to a sharp decline regardless of the earnings content? nvidia is also expected to rise significantly after hours in relation.
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Thank you for everything from yesterday to today. I thought SMCI could go halfway, but it stalled. I think it would be better to settle down with around 950 once. Then I think the real rise will begin when I get out of 1014, which I touched once the other day.
TSMC hasn't been close recently, so there was a great sense of incongruity. It looks like financial results are getting closer and some different molecules are mixed in, so are there any closing price movements? I think so.
After all, I'm worried about MU and want to look forward to an early recovery. Thank you![]()
TSMC hasn't been close recently, so there was a great sense of incongruity. It looks like financial results are getting closer and some different molecules are mixed in, so are there any closing price movements? I think so.
After all, I'm worried about MU and want to look forward to an early recovery. Thank you
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$Taiwan Semiconductor (TSM.US)$
💡 Morgan Stanley raised the target stock price of TSMC to 1,180 NT dollars.
1️⃣ Change in stock price target and rating
Morgan Stanley raised the target stock price of TSMC from 1,080 NT dollars to 1,180 NT dollars. This represents an upward revision of approximately 9.3%. They also maintain an "Overweight" rating.
2️⃣ Outlook for the second quarter of 2024
Analysts predict that TSMC's performance and outlook for the second quarter of 2024 will align with market expectations. This suggests a recovery in the semiconductor market and the maintenance of TSMC's technological advantage.
3️⃣ Price and demand outlook
Morgan Stanley expresses an optimistic view on the following two points:
- Rising trend in wafer prices
- Strong demand for SoIC (System on Integrated Chips) 3D IC technology
4️⃣ The trend of major customers
TS...
💡 Morgan Stanley raised the target stock price of TSMC to 1,180 NT dollars.
1️⃣ Change in stock price target and rating
Morgan Stanley raised the target stock price of TSMC from 1,080 NT dollars to 1,180 NT dollars. This represents an upward revision of approximately 9.3%. They also maintain an "Overweight" rating.
2️⃣ Outlook for the second quarter of 2024
Analysts predict that TSMC's performance and outlook for the second quarter of 2024 will align with market expectations. This suggests a recovery in the semiconductor market and the maintenance of TSMC's technological advantage.
3️⃣ Price and demand outlook
Morgan Stanley expresses an optimistic view on the following two points:
- Rising trend in wafer prices
- Strong demand for SoIC (System on Integrated Chips) 3D IC technology
4️⃣ The trend of major customers
TS...
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$Taiwan Semiconductor (TSM.US)$On July 18th, we announced our earnings and analysts expect the following financial estimates:
1. The demand for AI continues to be strong, and there is high demand for chips for HPC and smart phones. The performance in the second quarter (Q2) exceeded expectations, with revenue surpassing 20 billion dollars.
2. Sales in the third quarter are expected to grow by more than 10% compared to the second quarter, and annual sales are projected to grow between 21% and 26%.
3. The price of chip manufacturing and CoWoS advanced packaging has increased. Therefore, the amount of investment in equipment for next year will be higher than in 2024.
1. The demand for AI continues to be strong, and there is high demand for chips for HPC and smart phones. The performance in the second quarter (Q2) exceeded expectations, with revenue surpassing 20 billion dollars.
2. Sales in the third quarter are expected to grow by more than 10% compared to the second quarter, and annual sales are projected to grow between 21% and 26%.
3. The price of chip manufacturing and CoWoS advanced packaging has increased. Therefore, the amount of investment in equipment for next year will be higher than in 2024.
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While semiconductors and semiconductor manufacturing brands have been unstable for a while, I think the power to drive market prices as flower stocks will decline. Of course, it goes without saying that these companies must not stop competing for development with an eye on the future.
As an example, MU completed chip orders in 2025. So, since stock prices have already been incorporated, they are not growing contrary to the sharp rise in the previous quarterly financial results.
There are high-performance chips, and aren't there companies that don't want to miss out on buying those high-performance chips? I can make that prediction.
How will these high-performance chips be utilized, and how will they be operated and developed?
Am I being dumb? I can't see this part very close at all.
There are announcements and information that such a future awaits due to AI, but...
What I want to say about AI is that we cannot expect a sharp rise in chips at the moment,
If you expect it, it means that software-related stocks that can make effective use of chips may be more delicious for stock management.
If the software system starts to go well, high-performance chip brands may rise further without being able to pop...
As an example, MU completed chip orders in 2025. So, since stock prices have already been incorporated, they are not growing contrary to the sharp rise in the previous quarterly financial results.
There are high-performance chips, and aren't there companies that don't want to miss out on buying those high-performance chips? I can make that prediction.
How will these high-performance chips be utilized, and how will they be operated and developed?
Am I being dumb? I can't see this part very close at all.
There are announcements and information that such a future awaits due to AI, but...
What I want to say about AI is that we cannot expect a sharp rise in chips at the moment,
If you expect it, it means that software-related stocks that can make effective use of chips may be more delicious for stock management.
If the software system starts to go well, high-performance chip brands may rise further without being able to pop...
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① 成長株の失速
エムコアグループ（EME） と デッカーズアウトドア（DECK） は、市場の期待に応えられず、株価が伸び悩みました。 特にDECKの株価が下落傾向が続くことから、ポートフォリオから一度外しました。
② エヌビディア (NVDA) の株価調整
人工知能 (AI) 関連銘柄として注目を集める エヌビディア (NVDA) ですが、6月後半に株価が失速しました。
③ マイクロンテクノロジー (MU) への期待
半導体メーカーの マイクロンテクノロジー (MU) は、高性能DRAMと高帯域幅メモリ (HBM) に対する期待が高まっています。 AIやデータセンター需要の拡大が、今後の収益拡大の追い風となる可能性があります。
夏入り一度下落相場が続くと仮定し、市場全体の下落に悲観的にならず、秋以降の株価上昇に期待したいと思います。
$NVIDIA (NVDA.US)$
$Micron Technology (MU.US)$
$S&P 500 Index (.SPX.US)$
2024年
※月末時点
年初来+58.99%
月...
エムコアグループ（EME） と デッカーズアウトドア（DECK） は、市場の期待に応えられず、株価が伸び悩みました。 特にDECKの株価が下落傾向が続くことから、ポートフォリオから一度外しました。
② エヌビディア (NVDA) の株価調整
人工知能 (AI) 関連銘柄として注目を集める エヌビディア (NVDA) ですが、6月後半に株価が失速しました。
③ マイクロンテクノロジー (MU) への期待
半導体メーカーの マイクロンテクノロジー (MU) は、高性能DRAMと高帯域幅メモリ (HBM) に対する期待が高まっています。 AIやデータセンター需要の拡大が、今後の収益拡大の追い風となる可能性があります。
夏入り一度下落相場が続くと仮定し、市場全体の下落に悲観的にならず、秋以降の株価上昇に期待したいと思います。
$NVIDIA (NVDA.US)$
$Micron Technology (MU.US)$
$S&P 500 Index (.SPX.US)$
2024年
※月末時点
年初来+58.99%
月...
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