Apple, Nvidia Supplier TSMC Reports Strong Q2 Results Amid Booming Demand For AI Chips, Guides Q3 Above Consensus: 2024 To Be 'Strong Growth Year,' Says CEO
Apple, Nvidia Supplier TSMC Reports Strong Q2 Results Amid Booming Demand For AI Chips, Guides Q3 Above Consensus: 2024 To Be 'Strong Growth Year,' Says CEO
Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSMC) reported strong revenue and earnings growth for the second quarter, which came in above estimates, buoyed by robust demand for AI chips used in hyper-performance computing. The company also issued upbeat guidance for the third quarter.
台积电（NYSE：TSMC）第二季度的营业收入和收益增长强劲，高于预期，受到用于超级计算的人工智能芯片强劲需求的支持。该公司还发布了第三季度乐观的指引。
TSMC's Key Q2 Numbers: Hsinchu, Taiwan-based TSMC reported consolidated second-quarter revenue of NT$673.51 billion ($20.82 billion), up 40.1% year-over-year. Sequentially, the top line expanded by 13.6%. In dollar terms, the revenue growth was 32.8% year-over-year and 10.3% quarter-over-quarter.
台积电：重要Q2数据，总部位于台湾新竹的台积电报告，第二季度合并营收为NT $ 673.51亿美元（208.2亿美元），同比增长40.1％。环比增长13.6％。以美元计算，营收同比增长32.8％，环比增长10.3％。
Revenue topped the NT$657.58 billion LSEG consensus estimates, according to CNBC.
根据CNBC的说法，收入超过了NT $6575.80亿的LSEG共识估计.
The sequential revenue growth was aided by strong demand for 3-nanometer and 5-nm technologies, partly offset by continued smartphone seasonality, the company said.
该公司表示，对3纳米和5纳米技术的强需求在一定程度上抵消了持续的智能手机季节性需求，帮助连续收入增长。
High-performance computing and smartphone end markets accounted for 52% and 33% of net revenue, respectively. IoT, automotive, digital consumer electronics and others made up of 5%, 2% and 2%, respectively. HPC revenue climbed 28% sequentially, while smartphone revenue declined 1%.
高性能计算和智能手机终端市场分别占净收入的52％和33％。物联网，汽车，数字消费电子和其他占5％，2％和2％，分别。 HPC的收入环比增长28％，而智能手机的收入下降了1％。
North American-based customers contributed 65% of the total revenue, China 16%, Asia-Pacific 9%, Japan 6% and EMEA 4%.
以北美为基础的客户贡献了总收入的65％，中国16％，亚太地区9％，日本6％和EMEA的4％。
Net income and earnings per share climbed a more modest 36.3% each to NT$247.85 billion and NT$9.56 per share ($1.48 per ADR unit), respectively. On a quarter-over-quarter basis, net income rose 9.9%. Analysts, on average, expected a net profit of NT $238.8 billion.
净利润和每股收益分别增长了36.3％，同为NT $ 247.85亿和NT $ 9.56 /股（每个ADR单位1.48美元）。季度环比净利润上涨了9.9％。平均而言，分析师预计净利润为NT$ 2388亿。
Margin Profile: The company said in a statement that its gross margin, operating and net profit margin were at 53.2%, 42.5% and 36.8%, respectively. Here's how margins compare to the prior-year period.
利润率概要：该公司在声明中表示，其毛利率，营业利润率和净利率分别为53.2％，42.5％和36.8％。以下是利润率与上年同期的比较。
| Q2'24 | Q1'24 | Q2'23 | |
| Gross Margin | 53.2% | 53.1% | 54.1% |
| Operating Margin | 42.5% | 42.0% | 42.0% |
| Net Profit Margin | 36.8% | 38.0% | 37.8% |
| Carrols 收购 | 2024年第一季度 | 2023年第二季度 | |
| 毛利率 | 53.2% | 53.1% | 54.1% |
| 营业利润率 | 42.5% | 42.0% | 42.0% |
| 净利润率 | 36.8% | 38.0% | 37.8% |
Source: Company release
来源：公司公告
Shipments of the most advanced 3-nanometer processor node tech accounted for 15% of the total wafer revenue, while 5-nm and 7-nm processors made up 35% and 17% of the revenue, respectively. These advanced and more advanced technologies together made up 67% of the total wafer revenue.
最先进的3纳米处理器节点技术的出货量占总晶圆收入的15％，而5纳米和7纳米处理器分别占收入的35％和17％。这些先进的和更先进的技术总共占总晶圆收入的67％。
Look Ahead: Chairman and CEO C.C. Wei said on the earnings call that "I also try to reach the supply and demand balance, but I cannot. Today, the demand is so high I had to work very hard to meet customer demand," CNBC said.
台积电主席兼首席执行官魏哲家在业绩会上表示：“我也尽力达到供需平衡，但我做不到。今天，需求非常高，我必须努力满足客户需求。” CNBC说：“我希望在2025年或2026年的某个时候，我能达到平衡。”
"I hope sometime in 2025 or 2026, I can reach the balance."
“我希望在2025年或2026年的某个时候，我能达到平衡。”
The top brass expects business to be supported by strong smartphone and AI-related demand in the third quarter, adding that they continue to expect 2024 to be "a strong growth year for TSMC."
高层预计，第三季度将有强劲的智能手机和与AI相关的需求来支持业务，并补充说他们继续预计2024年是“台积电的强劲增长年”。
The company guided third-quarter revenue of $22.4 billion to $23.3 billion, up from the $17.3 billion reported a year ago.
该公司指导第三季度营收为224亿美元至233亿美元，高于一年前报告的173亿美元。
TSMC recently hit the $1-trillion market-cap mark amid an AI-fueled rally, but the stock has comes off its recent peak. Wednesday, the NYSE-listed ADR of the company ended down 7.98% at $171.20, according to Benzinga Pro data, weighed down by comments from Republican presidential nominee Donald Trump regarding his stance on Taiwan, and the Biden administration's warning of further China chip curbs, which clouded the outlook for the sector.
在人工智能推动的牛市中，台积电最近达到了1万亿美元的市值，但该股已经下跌了。 根据Benzinga Pro的数据，周三，该公司在纽交所上市的ADR股下跌7.98％，至171.20美元，受到共和党总统候选人唐纳德•特朗普（Donald Trump）关于他对台湾立场的立场以及拜登政府对芯片限制的进一步警告的影响，这深深地影响了该行业的前景。
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照片：Ivan Marc通过Shutterstock拍摄