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2021-03-24
Good, opportunity to buy.
TSMC shares slide, as Taiwan plays down Intel's $20 billion expansion challenge<blockquote>台湾淡化英特尔 200 亿美元扩张挑战，台积电股价下跌</blockquote>
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buy.","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/351171598","repostId":1101214616,"repostType":4,"repost":{"id":"1101214616","kind":"news","pubTimestamp":1616575902,"share":"https://www.laohu8.com/m/news/1101214616?lang=zh_CN&edition=full","pubTime":"2021-03-24 16:51","market":"us","language":"en","title":"TSMC shares slide, as Taiwan plays down Intel's $20 billion expansion challenge<blockquote>台湾淡化英特尔 200 亿美元扩张挑战，台积电股价下跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1101214616","media":"reuters","summary":"TAIPEI (Reuters) -Taiwan Semiconductor Manufacturing Co Ltd (TSMC) shares fell nearly 3% on Wednesda","content":"<p>TAIPEI (Reuters) -Taiwan Semiconductor Manufacturing Co Ltd (TSMC) shares fell nearly 3% on Wednesday after Intel Corp announced a $20 billion plan to expand its advanced chip manufacturing capacity, even as Taiwan’s economy minister sought to downplay the impact.</p><p><blockquote>台北（路透社）--台积电股份有限公司（TSMC）股价周三下跌近3%，此前英特尔公司宣布了一项200亿美元的计划，以扩大其先进芯片制造能力，尽管台湾经济部长试图淡化这一影响。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/48c2607f9c15869e7dfab9310342a994\" tg-width=\"853\" tg-height=\"649\">Intel said on Tuesday it will build two factories in Arizona and open its plants to outside customers, directly challenging the two other companies in the world that can make the most advanced chips - TSMC and South Korea’s Samsung Electronics Co Ltd.</p><p><blockquote>英特尔周二表示，它将在亚利桑那州建造两家工厂，并向外部客户开放工厂，这将直接挑战世界上另外两家能够制造最先进芯片的公司--台积电和韩国三星电子有限公司。</blockquote></p><p> Shares in TSMC, the world’s largest contract chip manufacturer with clients including Apple Inc and Qualcomm Inc, fell as much as 3.9% on Wednesday morning, compared with a drop of around 1% on the broader market.</p><p><blockquote>台积电是全球最大的合同芯片制造商，客户包括苹果公司和高通公司，该公司的股价周三上午下跌了 3.9%，而大盘下跌了约 1%。</blockquote></p><p> TSMC announced plans in May to build its own $12 billion factory in Arizona, in an apparent win by the then-Trump administration in its push to wrestle global tech supply chains back from China.</p><p><blockquote>台积电今年 5 月宣布计划在亚利桑那州建造自己的 120 亿美元工厂，这显然是当时的特朗普执政在推动全球科技供应链从中国夺回方面取得的胜利。</blockquote></p><p> Taiwan Economy Minister Wang Mei-hua said Intel’s plan was “not a challenge” to the island’s formidable semiconductor industry.</p><p><blockquote>台湾经济部长王美华说，英特尔的计划对台湾强大的半导体产业 “不是挑战”。</blockquote></p><p> “First of all I believe that our whole semiconductor ecosystem is very good, and secondly our manufacturers are awesome, and are continually advancing their technology,” she said.</p><p><blockquote>“她说：”首先，我相信我们的整个半导体生态系统非常好，其次，我们的制造商非常出色，并且正在不断进步他们的技术。</blockquote></p><p> Wang said she would be happy to see Taiwan-U.S. cooperation on semiconductors “but of course we still hope they can increase their investment in Taiwan”.</p><p><blockquote>王说她很高兴看到台湾和美国。半导体合作 “但我们当然还是希望他们能增加在台湾的投资”。</blockquote></p><p> LONG-TERM IMPACT?</p><p><blockquote>长期影响？</blockquote></p><p> The move by Intel’s new Chief Executive Pat Gelsinger aims to restore Intel’s reputation after manufacturing stumbles sent shares plunging last year.</p><p><blockquote>英特尔新任首席执行官帕特-基尔辛格（Pat Gelsinger）此举旨在恢复英特尔的声誉，因为去年制造业的失误导致股价暴跌。</blockquote></p><p> Sherman Shang, a research analyst at Fubon Securities Investment Services in Taipei, said Intel had tried to do this before without much success and that “fundamentally” the new plan was no different, meaning TSMC should be unaffected, and its advanced technology was difficult to match in any case.</p><p><blockquote>台北富邦证券投资服务公司（Fubon Securities Investment Services）的研究分析师谢尔曼-尚（Sherman Shang）说，英特尔以前也尝试过这样做，但没有取得太大成功，新计划 “从根本上 ”没有什么不同，这意味着台积电应该不会受到影响，而且其先进技术无论如何都很难与之匹敌。</blockquote></p><p> “The Intel CEO is living in a previous era, and it’s quite hard for them to catch up on manufacturing,” he said.</p><p><blockquote>“他说：”英特尔首席执行官生活在一个以前的时代，他们很难在制造业上迎头赶上。</blockquote></p><p> But Mega International Investment Services analyst Alex Huang was more circumspect.</p><p><blockquote>但 Mega International Investment Services 分析师 Alex Huang 则更加谨慎。</blockquote></p><p> “As Intel’s new chip fabs come online, TSMC will be under pressure to evaluate its future operating prospects and this will affect TSMC’s long-term competitiveness,” he said.</p><p><blockquote>“他说：”随着英特尔新芯片晶圆厂的投产，台积电将面临评估其未来运营前景的压力，这将影响台积电的长期竞争力。</blockquote></p><p> TSMC, like other technology firms, has benefited from the work-and-study-from-home trend globally during the COVID-19 pandemic, as people rushed to buy laptops, tablets and other equipment.</p><p><blockquote>与其他科技公司一样，台积电受益于 COVID-19 大流行期间全球在家工作和学习的趋势，人们纷纷购买笔记本电脑、平板电脑和其他设备。</blockquote></p><p> In January it posted its best-ever quarterly profit, for the fourth quarter of last year, and hiked revenue and capital spending estimates to record levels as it forecast “multiple years of growth opportunities”.</p><p><blockquote>今年 1 月，该公司公布了去年第四季度有史以来最好的季度利润，并将收入和资本支出预期上调至创纪录水平，因为它预测 “将有多年的增长机会”。</blockquote></p><p> It is hugely profitable thanks to its gold standard foundry technology, with a gross profit margin of more than 50%, and plans record capital spending on the production and development of advanced chips of between $25 billion-$28 billion this year, as much as 60% higher than the amount it spent in 2020.</p><p><blockquote>由于其黄金标准代工技术，该公司利润丰厚，毛利率超过50%，并计划今年在先进芯片生产和开发方面的资本支出创纪录，达到250亿至280亿美元，比2020年的支出高出60%。</blockquote></p><p> TSMC’s shares have gained almost 10% so far this year, giving it a market value of about $542 billion.</p><p><blockquote>今年迄今为止，台积电的股价已上涨近 10%，市值约为 5420 亿美元。</blockquote></p><p></p>","collect":0,"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>TSMC shares slide, as Taiwan plays down Intel's $20 billion expansion challenge<blockquote>台湾淡化英特尔 200 亿美元扩张挑战，台积电股价下跌</blockquote></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{ 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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: 12.5px; color: #7E829C; margin: 0;}\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\">\nTSMC shares slide, as Taiwan plays down Intel's $20 billion expansion challenge<blockquote>台湾淡化英特尔 200 亿美元扩张挑战，台积电股价下跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">reuters</strong><span class=\"h-time small\">2021-03-24 16:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>TAIPEI (Reuters) -Taiwan Semiconductor Manufacturing Co Ltd (TSMC) shares fell nearly 3% on Wednesday after Intel Corp announced a $20 billion plan to expand its advanced chip manufacturing capacity, even as Taiwan’s economy minister sought to downplay the impact.</p><p><blockquote>台北（路透社）--台积电股份有限公司（TSMC）股价周三下跌近3%，此前英特尔公司宣布了一项200亿美元的计划，以扩大其先进芯片制造能力，尽管台湾经济部长试图淡化这一影响。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/48c2607f9c15869e7dfab9310342a994\" tg-width=\"853\" tg-height=\"649\">Intel said on Tuesday it will build two factories in Arizona and open its plants to outside customers, directly challenging the two other companies in the world that can make the most advanced chips - TSMC and South Korea’s Samsung Electronics Co Ltd.</p><p><blockquote>英特尔周二表示，它将在亚利桑那州建造两家工厂，并向外部客户开放工厂，这将直接挑战世界上另外两家能够制造最先进芯片的公司--台积电和韩国三星电子有限公司。</blockquote></p><p> Shares in TSMC, the world’s largest contract chip manufacturer with clients including Apple Inc and Qualcomm Inc, fell as much as 3.9% on Wednesday morning, compared with a drop of around 1% on the broader market.</p><p><blockquote>台积电是全球最大的合同芯片制造商，客户包括苹果公司和高通公司，该公司的股价周三上午下跌了 3.9%，而大盘下跌了约 1%。</blockquote></p><p> TSMC announced plans in May to build its own $12 billion factory in Arizona, in an apparent win by the then-Trump administration in its push to wrestle global tech supply chains back from China.</p><p><blockquote>台积电今年 5 月宣布计划在亚利桑那州建造自己的 120 亿美元工厂，这显然是当时的特朗普执政在推动全球科技供应链从中国夺回方面取得的胜利。</blockquote></p><p> Taiwan Economy Minister Wang Mei-hua said Intel’s plan was “not a challenge” to the island’s formidable semiconductor industry.</p><p><blockquote>台湾经济部长王美华说，英特尔的计划对台湾强大的半导体产业 “不是挑战”。</blockquote></p><p> “First of all I believe that our whole semiconductor ecosystem is very good, and secondly our manufacturers are awesome, and are continually advancing their technology,” she said.</p><p><blockquote>“她说：”首先，我相信我们的整个半导体生态系统非常好，其次，我们的制造商非常出色，并且正在不断进步他们的技术。</blockquote></p><p> Wang said she would be happy to see Taiwan-U.S. cooperation on semiconductors “but of course we still hope they can increase their investment in Taiwan”.</p><p><blockquote>王说她很高兴看到台湾和美国。半导体合作 “但我们当然还是希望他们能增加在台湾的投资”。</blockquote></p><p> LONG-TERM IMPACT?</p><p><blockquote>长期影响？</blockquote></p><p> The move by Intel’s new Chief Executive Pat Gelsinger aims to restore Intel’s reputation after manufacturing stumbles sent shares plunging last year.</p><p><blockquote>英特尔新任首席执行官帕特-基尔辛格（Pat Gelsinger）此举旨在恢复英特尔的声誉，因为去年制造业的失误导致股价暴跌。</blockquote></p><p> Sherman Shang, a research analyst at Fubon Securities Investment Services in Taipei, said Intel had tried to do this before without much success and that “fundamentally” the new plan was no different, meaning TSMC should be unaffected, and its advanced technology was difficult to match in any case.</p><p><blockquote>台北富邦证券投资服务公司（Fubon Securities Investment Services）的研究分析师谢尔曼-尚（Sherman Shang）说，英特尔以前也尝试过这样做，但没有取得太大成功，新计划 “从根本上 ”没有什么不同，这意味着台积电应该不会受到影响，而且其先进技术无论如何都很难与之匹敌。</blockquote></p><p> “The Intel CEO is living in a previous era, and it’s quite hard for them to catch up on manufacturing,” he said.</p><p><blockquote>“他说：”英特尔首席执行官生活在一个以前的时代，他们很难在制造业上迎头赶上。</blockquote></p><p> But Mega International Investment Services analyst Alex Huang was more circumspect.</p><p><blockquote>但 Mega International Investment Services 分析师 Alex Huang 则更加谨慎。</blockquote></p><p> “As Intel’s new chip fabs come online, TSMC will be under pressure to evaluate its future operating prospects and this will affect TSMC’s long-term competitiveness,” he said.</p><p><blockquote>“他说：”随着英特尔新芯片晶圆厂的投产，台积电将面临评估其未来运营前景的压力，这将影响台积电的长期竞争力。</blockquote></p><p> TSMC, like other technology firms, has benefited from the work-and-study-from-home trend globally during the COVID-19 pandemic, as people rushed to buy laptops, tablets and other equipment.</p><p><blockquote>与其他科技公司一样，台积电受益于 COVID-19 大流行期间全球在家工作和学习的趋势，人们纷纷购买笔记本电脑、平板电脑和其他设备。</blockquote></p><p> In January it posted its best-ever quarterly profit, for the fourth quarter of last year, and hiked revenue and capital spending estimates to record levels as it forecast “multiple years of growth opportunities”.</p><p><blockquote>今年 1 月，该公司公布了去年第四季度有史以来最好的季度利润，并将收入和资本支出预期上调至创纪录水平，因为它预测 “将有多年的增长机会”。</blockquote></p><p> It is hugely profitable thanks to its gold standard foundry technology, with a gross profit margin of more than 50%, and plans record capital spending on the production and development of advanced chips of between $25 billion-$28 billion this year, as much as 60% higher than the amount it spent in 2020.</p><p><blockquote>由于其黄金标准代工技术，该公司利润丰厚，毛利率超过50%，并计划今年在先进芯片生产和开发方面的资本支出创纪录，达到250亿至280亿美元，比2020年的支出高出60%。</blockquote></p><p> TSMC’s shares have gained almost 10% so far this year, giving it a market value of about $542 billion.</p><p><blockquote>今年迄今为止，台积电的股价已上涨近 10%，市值约为 5420 亿美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.reuters.com/article/us-intel-manufacturing-taiwan/tsmc-shares-slide-as-taiwan-plays-down-intels-20-billion-expansion-challenge-idUSKBN2BG09F?il=0\">reuters</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"TSM":"台积电"},"source_url":"https://www.reuters.com/article/us-intel-manufacturing-taiwan/tsmc-shares-slide-as-taiwan-plays-down-intels-20-billion-expansion-challenge-idUSKBN2BG09F?il=0","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101214616","content_text":"TAIPEI (Reuters) -Taiwan Semiconductor Manufacturing Co Ltd (TSMC) shares fell nearly 3% on Wednesday after Intel Corp announced a $20 billion plan to expand its advanced chip manufacturing capacity, even as Taiwan’s economy minister sought to downplay the impact.\nIntel said on Tuesday it will build two factories in Arizona and open its plants to outside customers, directly challenging the two other companies in the world that can make the most advanced chips - TSMC and South Korea’s Samsung Electronics Co Ltd.\nShares in TSMC, the world’s largest contract chip manufacturer with clients including Apple Inc and Qualcomm Inc, fell as much as 3.9% on Wednesday morning, compared with a drop of around 1% on the broader market.\nTSMC announced plans in May to build its own $12 billion factory in Arizona, in an apparent win by the then-Trump administration in its push to wrestle global tech supply chains back from China.\nTaiwan Economy Minister Wang Mei-hua said Intel’s plan was “not a challenge” to the island’s formidable semiconductor industry.\n“First of all I believe that our whole semiconductor ecosystem is very good, and secondly our manufacturers are awesome, and are continually advancing their technology,” she said.\nWang said she would be happy to see Taiwan-U.S. cooperation on semiconductors “but of course we still hope they can increase their investment in Taiwan”.\nLONG-TERM IMPACT?\nThe move by Intel’s new Chief Executive Pat Gelsinger aims to restore Intel’s reputation after manufacturing stumbles sent shares plunging last year.\nSherman Shang, a research analyst at Fubon Securities Investment Services in Taipei, said Intel had tried to do this before without much success and that “fundamentally” the new plan was no different, meaning TSMC should be unaffected, and its advanced technology was difficult to match in any case.\n“The Intel CEO is living in a previous era, and it’s quite hard for them to catch up on manufacturing,” he said.\nBut Mega International Investment Services analyst Alex Huang was more circumspect.\n“As Intel’s new chip fabs come online, TSMC will be under pressure to evaluate its future operating prospects and this will affect TSMC’s long-term competitiveness,” he said.\nTSMC, like other technology firms, has benefited from the work-and-study-from-home trend globally during the COVID-19 pandemic, as people rushed to buy laptops, tablets and other equipment.\nIn January it posted its best-ever quarterly profit, for the fourth quarter of last year, and hiked revenue and capital spending estimates to record levels as it forecast “multiple years of growth opportunities”.\nIt is hugely profitable thanks to its gold standard foundry technology, with a gross profit margin of more than 50%, and plans record capital spending on the production and development of advanced chips of between $25 billion-$28 billion this year, as much as 60% higher than the amount it spent in 2020.\nTSMC’s shares have gained almost 10% so far this year, giving it a market value of about $542 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