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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>台积电股价下跌，台湾淡化英特尔200亿美元的扩张挑战</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>台积电股价下跌，台湾淡化英特尔200亿美元的扩张挑战</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200亿美元的计划来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，将在亚利桑那州建设两家工厂，并向外部客户开放工厂，直接挑战全球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代工芯片制造商，其客户包括苹果公司和高通公司，其股价周三上午下跌了3.9%，而大盘的跌幅约为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工厂，耗资120亿美元，这显然是当时的特朗普政府在从中国夺回全球科技供应链方面取得的胜利。</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表示，英特尔的计划对台湾强大的半导体行业“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>“首先，我相信我们的整个半导体生态系统非常好，其次我们的制造商很棒，并且不断进步他们的技术，”她说。</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，她很高兴看到台美关系。半导体方面的合作，“但我们当然还是希望他们能增加对台投资”。</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·基辛格(Pat Gelsinger)此举旨在恢复英特尔在去年制造业失误导致股价暴跌后的声誉。</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Sherman Shang表示，英特尔以前曾尝试过这样做，但没有取得多大成功，“从根本上”新计划没有什么不同，这意味着台积电应该不会受到影响，而且其先进技术很难在任何情况下都能匹配。</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>“英特尔首席执行官生活在一个以前的时代，他们很难赶上制造业，”他说。</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更为谨慎。</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>“随着英特尔新芯片工厂的上线，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，”他说。</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，因为人们争相购买笔记本电脑、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>一月份，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“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的生产和开发上创纪录的资本支出在250亿至280亿美元之间，高达60%比2020年的支出金额高出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 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.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>台积电股价下跌，台湾淡化英特尔200亿美元的扩张挑战</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200亿美元的计划来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，将在亚利桑那州建设两家工厂，并向外部客户开放工厂，直接挑战全球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代工芯片制造商，其客户包括苹果公司和高通公司，其股价周三上午下跌了3.9%，而大盘的跌幅约为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工厂，耗资120亿美元，这显然是当时的特朗普政府在从中国夺回全球科技供应链方面取得的胜利。</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表示，英特尔的计划对台湾强大的半导体行业“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>“首先，我相信我们的整个半导体生态系统非常好，其次我们的制造商很棒，并且不断进步他们的技术，”她说。</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，她很高兴看到台美关系。半导体方面的合作，“但我们当然还是希望他们能增加对台投资”。</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·基辛格(Pat Gelsinger)此举旨在恢复英特尔在去年制造业失误导致股价暴跌后的声誉。</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Sherman Shang表示，英特尔以前曾尝试过这样做，但没有取得多大成功，“从根本上”新计划没有什么不同，这意味着台积电应该不会受到影响，而且其先进技术很难在任何情况下都能匹配。</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>“英特尔首席执行官生活在一个以前的时代，他们很难赶上制造业，”他说。</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更为谨慎。</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>“随着英特尔新芯片工厂的上线，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，”他说。</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，因为人们争相购买笔记本电脑、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>一月份，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“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的生产和开发上创纪录的资本支出在250亿至280亿美元之间，高达60%比2020年的支出金额高出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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