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TSM Taiwan Semiconductor

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171.870
+0.670+0.39%

Close Jul 18 16:00 ET

172.900
+1.030+0.60%

Post 19:59 ET

891.32BMarket Cap31.12P/E (TTM)

Taiwan Semiconductor Key Stats

Taiwan Semiconductor Earnings Date

Currency: TWD

Period

Q2 2024 Earnings

Jul 18, 2024

Revenue(YoY)

673.51B

+40.07%

EPS(YoY)

47.79

+36.35%

Analyst Rating

Strong Buy

Jul 18, 2024

Taiwan Semiconductor Earnings Call

Taiwan Semiconductor Earnings Call Q&A

Q1: It seems that everyone today, AI accelerators and advanced packaging is queuing at TSMC to ask for capacity. So the question is, when do the company expect supply demand to reach a balance both for the accelerator side and then for the CoWoS. And, the company said CoWoS capacity will grow at a 60% CAGR the next few years. What are the company planning to build or increase for 2025 CoWoS?

Q2: About gross margin. I think second half guidance already seems to be better than what originally we were thinking, that gross margin could drop in second half, but it looks like it's actually going up. And it looks like a lot of the headwinds on gross margin is coming in this year. So, how should we think about gross margin looking forward for TSMC? Are we going to get back to the high 50%, 60% gross margin that we saw in 2022?

非常感谢您对我们公司的关注。

在过去的一年中，我们公司取得了非常出色的业绩表现。

我们的销售额实现了XX%的增长，净利润同比增长了XX%。

这主要得益于我们公司在产品研发、市场推广、客户服务等方面的不断努力和创新。

我们将继续秉承稳健的经营理念，不断提升产品质量和服务水平，为客户创造更大的价值。

Taiwan Semiconductor Earnings Estimates

Revenue

EPS

EBIT

Revenue is based on 21 analyst forecasts. Estimate data is from S&P, and actual data is from Income Statement

Currency: TWD

Actual

Estimate

Date	Period	Revenue/Estimate	Earnings Call
--	2024/Q4	-- / 793.641B	--
--	2024/Q3	-- / 742.927B	--
Jul 18, 2024	2024/Q2	673.510B / 655.997B	--
Apr 18, 2024	2024/Q1	592.644B / 584.456B	--
Jan 18, 2024	2023/Q4	625.529B / 617.314B	--