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.
台積電（NYSE：TSMC）第二季度的營業收入和收益增長強勁，高於預期，受到用於超級計算的人工智能芯片強勁需求的支持。該公司還發布了第三季度樂觀的指引。
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.
台積電：重要Q2數據，總部位於臺灣新竹的台積電報告，第二季度合併營收爲NT $ 673.51億美元（208.2億美元），同比增長40.1％。環比增長13.6％。以美元計算，營收同比增長32.8％，環比增長10.3％。
Revenue topped the NT$657.58 billion LSEG consensus estimates, according to CNBC.
根據CNBC的說法，收入超過了NT $6575.80億的LSEG共識估計.
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.
該公司表示，對3納米和5納米技術的強需求在一定程度上抵消了持續的智能手機季節性需求，幫助連續收入增長。
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%.
高性能計算和智能手機終端市場分別佔淨收入的52％和33％。物聯網，汽車，數字消費電子和其他佔5％，2％和2％，分別。 HPC的收入環比增長28％，而智能手機的收入下降了1％。
North American-based customers contributed 65% of the total revenue, China 16%, Asia-Pacific 9%, Japan 6% and EMEA 4%.
以北美爲基礎的客戶貢獻了總收入的65％，中國16％，亞太地區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.
淨利潤和每股收益分別增長了36.3％，同爲NT $ 247.85億和NT $ 9.56 /股（每個ADR單位1.48美元）。季度環比淨利潤上漲了9.9％。平均而言，分析師預計淨利潤爲NT$ 2388億。
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.
利潤率概要：該公司在聲明中表示，其毛利率，營業利潤率和淨利率分別爲53.2％，42.5％和36.8％。以下是利潤率與上年同期的比較。
| 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 收購 | 2024年第一季度 | 2023年第二季度 | |
| 毛利率 | 53.2% | 53.1% | 54.1% |
| 營業利潤率 | 42.5% | 42.0% | 42.0% |
| 淨利潤率 | 36.8% | 38.0% | 37.8% |
Source: Company release
來源：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.
最先進的3納米處理器節點技術的出貨量佔總晶圓收入的15％，而5納米和7納米處理器分別佔收入的35％和17％。這些先進的和更先進的技術總共佔總晶圓收入的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.
台積電主席兼首席執行官魏哲家在業績會上表示：“我也盡力達到供需平衡，但我做不到。今天，需求非常高，我必須努力滿足客戶需求。” CNBC說：“我希望在2025年或2026年的某個時候，我能達到平衡。”
"I hope sometime in 2025 or 2026, I can reach the balance."
“我希望在2025年或2026年的某個時候，我能達到平衡。”
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."
高層預計，第三季度將有強勁的智能手機和與AI相關的需求來支持業務，並補充說他們繼續預計2024年是“台積電的強勁增長年”。
The company guided third-quarter revenue of $22.4 billion to $23.3 billion, up from the $17.3 billion reported a year ago.
該公司指導第三季度營收爲224億美元至233億美元，高於一年前報告的173億美元。
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.
在人工智能推動的牛市中，台積電最近達到了1萬億美元的市值，但該股已經下跌了。 根據Benzinga Pro的數據，週三，該公司在紐交所上市的ADR股下跌7.98％，至171.20美元，受到共和黨總統候選人唐納德•特朗普（Donald Trump）關於他對臺灣立場的立場以及拜登政府對芯片限制的進一步警告的影響，這深深地影響了該行業的前景。
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照片：Ivan Marc通過Shutterstock拍攝