TSMC discuta despre prima fabrica in Europa - 23 decembrie 2022: Diferență între versiuni

<p>Potrivit FT, Taiwan Semiconductor Manufacturing (TSMC) [https://www.ft.com/content/b006d898-0f46-460b-9abb-3281cdd097de este] in discutii avansate pentru constructia primei fabrici in Europa, mai precis in Dresda (Germania). TSMC a avut o prima runda de negocieri cu Uniunea Europeana in iunie.</p><p>La inceputul acestei luni, TSMC [https://www.engadget.com/tsmc-arizona-investment-40-billion-semiconductor-plant-135339516.html a anuntat] extinderea parteneriatului cu Apple si o investitie de 40 mld. USD in SUA, odata cu constructia fabricii din Phoenix, Arizona, la care vor fi produse cele mai noi generatii de cipuri. In paralel, TSMC [https://www.cnbc.com/2022/10/19/apple-chipmaker-tsmc-considers-expansion-in-japan-amid-china-tension-report.html intentioneaza] sa deschida o fabrica proprie si in Japonia.</p><p>TSMC [https://www.ig.com/en/news-and-trade-ideas/why-warren-buffett-is-investing-in-tsmc--221117#:~:text=TSMC%2C%20the%2035,the%20chipmaker%20struggle. produce] deja circa 50% din cipurile folosite peste tot in lume (si 90% din cele avansate). Compania taiwaneza este partener cheie pentru Apple si include drept clienti Qualcomm, AMD si Nvidia.</p><p>In ultimul an, TSMC [https://www.cnbc.com/quotes/TSM a strans] incasari de circa 70 mld. USD. Profitul net aproape ca [https://www.reuters.com/technology/tsmc-q3-profit-jumps-80-beats-market-expectations-2022-10-13/#:~:text=After%20posting%20an%2080%25%20surge%20in%20third%2Dquarter%20profit%2C%20the%20strongest%20growth%20in%20two%20years%2C%20TSMC%20said%20it%20was%20being%20more%20conservative%20in%20planning%20investments%20for%202023. s-a dublat] trimestrul trecut (vs perioada similara din 2021), marjele brute [https://www.ig.com/en/news-and-trade-ideas/why-warren-buffett-is-investing-in-tsmc--221117#:~:text=More%20importantly%2C%20despite%20the%20heightened%20global%20inflation%20pressure%2C%20TSMC%E2%80%99s%20gross%20margin%20improved%20from%2051%25%20last%20year%20to%2060.4%25%20in%20Q3%202022%2C%20an%20enviable%20figure%20for%20its%20competitors. depasind] 60%, cu mult peste cele ale majoritatii rivalilor. Cresterile anualizate ale veniturilor inregistrate in [https://focustaiwan.tw/business/202211100013 octombrie] si [https://www.cnbc.com/2022/12/09/tsmc-revenue-jumps-50percent-in-november-helped-by-apple-iphone-orders.html noiembrie] au fost de peste 50%.</p><p>La TSMC, valoarea dividendului [https://www.fool.com/investing/2022/12/04/3-high-yield-tech-stocks-to-buy-in-december/#:~:text=TSMC%20is%20going,years%20as%20well. s-a cvadruplat] pe parcursul ultimului deceniu. Compania este cotata in prezent la un multiplu de 13 relativ la profitul net estimat pentru urmatorul an, [https://www.bloomberg.com/news/articles/2022-11-21/warren-buffett-s-5-billion-tsmc-buy-signals-a-good-entry-point#:~:text=The%20stock%20has%20a,US%2Dlisted%20chip%20companies. fiind] din aceasta perspectiva mai ieftina decat multi dintre competitorii americani.</p><p>In noiembrie, Berkshire Hathaway [https://www.reuters.com/markets/deals/buffetts-berkshire-discloses-big-taiwan-semi-stake-2022-11-14/ a dezvaluit] o detinere de peste 4 mld. USD in TSMC, actiunile fiind cumparate candva in trimestrul 3. Pe bursa americana, actiunile TSMC s-au depreciat cu 42% in acest an.</p><p>(US.TSM) (US.AAPL) (US.BRKb)</p>