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Technology Stocks : Semi Equipment Analysis
SOXX 309.40+1.0%Dec 5 4:00 PM EST
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To: Julius Wong who wrote (93653)1/16/2025 11:14:27 AM
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Taiwan Semiconductor Manufacturing beats on EPS and revs

6:01 AM ET 1/16/25 | Briefing.com

Reports Q4 (Dec) earnings (per ADS) of $2.24 per share, excluding non-recurring items vs $2.19 FactSet consensus; revenues rose 36.9% year/year to $26.88 bln vs $26.237 bln FactSet Consensus.Co issues upside guidance for Q1, sees Q1 revs of $25-25.8 bln vs. $24.92 bln FactSet Consensus. Gross profit margin is expected to be between 57% and 59%; Operating profit margin is expected to be between 46.5% and 48.5%. The management further expects the 2025 capital budget to be between US$38 billion and US$42 billion.In the fourth quarter, shipments of 3-nanometer accounted for 26% of total wafer revenue; 5-nanometer accounted for 34%; 7-nanometer accounted for 14%. Advanced technologies, defined as 7-nanometer and more advanced technologies, accounted for 74% of total wafer revenue."Our business in the fourth quarter was supported by strong demand for our industry-leading 3nm and 5nm technologies," said Wendell Huang, Senior VP and Chief Financial Officer of TSMC. "Moving into first quarter 2025, we expect our business to be impacted by smartphone seasonality, partially offset by continued growth in AI-related demand."
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