芯片市场前景不乐观台积电(TSM.US)发出警告

智通财经网04-19

台积电(TSM.US)下调了对芯片市场扩张的展望，警告智能手机及PC电脑市场仍旧疲软。这家全球最大的先进芯片制造商将2024年半导体市场(不包括存储芯片)增长预期由超10%下调至10%左右。首席执行官魏哲家也下调了对台积电主导的代工行业的增长预期。与此同时，该公司维持了对今年产能扩张和升级支出在280亿至320亿美元之间的预期。“宏观经济和地缘政治的不确定性依然存在，可能会影响消费者信心和终端...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2428563885?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-04-19 16:28","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2428563885","market":"hk","top_or_hot":-1,"title":"芯片市场前景不乐观 台积电(TSM.US)发出警告","media":"智通财经网","content":"<div>\n<p>台积电(TSM.US)下调了对芯片市场扩张的展望，警告智能手机及PC电脑市场仍旧疲软。这家全球最大的先进芯片制造商将2024年半导体市场(不包括存储芯片)增长预期由超10%下调至10%左右。首席执行官魏哲家也下调了对台积电主导的代工行业的增长预期。与此同时，该公司维持了对今年产能扩张和升级支出在280亿至320亿美元之间的预期。“宏观经济和地缘政治的不确定性依然存在，可能会影响消费者信心和终端...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/ggscyd/2024-04-19/doc-inaskezs9620798.shtml\">网页链接</a>\n\n</div>\n","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>芯片市场前景不乐观 台积电(TSM.US)发出警告</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n芯片市场前景不乐观 台积电(TSM.US)发出警告\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-19 16:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/hkstock/ggscyd/2024-04-19/doc-inaskezs9620798.shtml><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>台积电(TSM.US)下调了对芯片市场扩张的展望，警告智能手机及PC电脑市场仍旧疲软。这家全球最大的先进芯片制造商将2024年半导体市场(不包括存储芯片)增长预期由超10%下调至10%左右。首席执行官魏哲家也下调了对台积电主导的代工行业的增长预期。与此同时，该公司维持了对今年产能扩张和升级支出在280亿至320亿美元之间的预期。“宏观经济和地缘政治的不确定性依然存在，可能会影响消费者信心和终端...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/ggscyd/2024-04-19/doc-inaskezs9620798.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0572939691.SGD","symbol_name":"Janus Henderson Horizon Asian Dividend Income A2 SGD","start_time":0,"source_url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2024-04-19/doc-inaskezs9620798.shtml","article_id":"2428563885","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2024-04-19/doc-inaskezs9620798.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2428563885","pubTimestamp":1713515280,"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"台积电下调了对芯片市场扩张的展望，警告智能手机及PC电脑市场仍旧疲软。但台积电发布的这一前景为预期收入的强劲表现蒙上了阴影。据悉，包括英特尔在内的多家公司将于下周公布财报。因市场押注该公司将成为全球AI热潮中最为明显的赢家之一，自2022年10月跌至谷底以来，台积电市值已增长约3400亿美元。台积电今年1月表示，该公司的人工智能业务营收正以每年50%的速度增长。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159813":"芯片","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","BK4505":"高瓴资本持仓","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","BK4581":"高盛持仓","03145":"华夏亚洲高息股","BK4512":"苹果概念","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","BK4548":"巴美列捷福持仓","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4591":"室温超导概念","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","BK4527":"明星科技股","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","BK4588":"碎股","BK4526":"热门中概股","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","BK4550":"红杉资本持仓","EWT":"台湾ETF-iShares MSCI","BK4141":"半导体产品","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","TSM":"台积电","BK4503":"景林资产持仓","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc"},"translate_title":"The outlook for the chip market is not optimistic, TSMC (TSM.US) issued a warning","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159813":1,"TSM":1,"TWmain":1,"03145":0.6,"EWT":0.6},"content_text":"台积电(TSM.US)下调了对芯片市场扩张的展望，警告智能手机及PC电脑市场仍旧疲软。这家全球最大的先进芯片制造商将2024年半导体市场(不包括存储芯片)增长预期由超10%下调至10%左右。首席执行官魏哲家也下调了对台积电主导的代工行业的增长预期。与此同时，该公司维持了对今年产能扩张和升级支出在280亿至320亿美元之间的预期。“宏观经济和地缘政治的不确定性依然存在，可能会影响消费者信心和终端市场需求，”魏哲家在电话会议上对分析师说。今日，台积电在中国台湾股价一度下跌超6%，创下约18个月以来最大盘中跌幅。此前，台积电和其他芯片制造商从AI各式需求中窥见增长潜能，新的销售预测同样凸显出不同路径公司命运的不同，如为消费品制造芯片以及与为人工智能处理设计和制造最先进芯片公司的差异。但台积电发布的这一前景为预期收入的强劲表现蒙上了阴影。值得注意的是，台积电的营收预测也很可能成为其他芯片巨头所预备发布财报的一个信号。阿斯麦(ASML.US)周三公布的第一季度财报显示，该公司第一季度的预订额同比下降了22%。据悉，包括英特尔(INTC.US)在内的多家公司将于下周公布财报。做出该预测前，该公司首次实现一年以来季度利润增长。这家英伟达(NVDA.US)和苹果(AAPL.US)的主要芯片制造商还预计，二季度营收将在196亿美元至204亿美元之间，高于预期的约191亿美元。这一前景或有助于缓解部分投资者对AI需求无法支撑或智能手机复苏需更长时间的担忧。台积电上周才披露了自2022年以来最快的销售增长，尽管全球宏观经济动荡不安，但随着半导体市场复苏，台积电仍预计今年的营收将至少增长20%。这也表明对加速人工智能发展的芯片的需求开始抵消智能手机市场低迷带来的影响。苹果公司在2023年的营收约占台积电营收的四分之一，不过在今年年初，iPhone销量大幅下滑。此外，台积电表示，将在2025年最后一个季度开始量产下一代2nm芯片，从明年开始时间范围将普遍缩小。魏哲家补充说，台积电的汽车业务今年将下降，此前预测是上升，但未对此做出详细说明。因市场押注该公司将成为全球AI热潮中最为明显的赢家之一，自2022年10月跌至谷底以来，台积电市值已增长约3400亿美元。本周四，该公司公布一季度净利润增长9%，达到2,255亿新台币(约合70亿美元)，好于预期。高管们表示，本月台湾发生的地震损坏了其芯片生产中使用的部分晶圆，使得二季度毛利率下降了约50个基点。从长远来看，投资者预计以人工智能为重点的芯片将逐渐占据营收的更大比例。台积电今年1月表示，该公司的人工智能业务营收正以每年50%的速度增长。不过，也有部分投资者警告称，从长远来看，目前人工智能芯片需求水平不可持续。魏哲家表示，目前市场对于人工智能芯片需求极高，公司将尽最大努力提高产能以缓解短缺，他称，“今年可能仍无法满足，但明年我们将尽力达成”。\n\n股市回暖，抄底炒股先开户！智能定投、条件单、个股雷达……送给你>>\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2428563885"}

芯片市场前景不乐观 台积电(TSM.US)发出警告

精彩评论

芯片市场前景不乐观台积电(TSM.US)发出警告