{"version":"1.0","provider_name":"Fortune Insight","provider_url":"https:\/\/prime.fortuneinsight.com\/web","author_name":"\u7a4dGod","author_url":"https:\/\/prime.fortuneinsight.com\/web\/posts\/author\/jakgod","title":"\u53f0\u7a4d\u96fb (TSM) 2021Q2\u696d\u7e3e\u4f30\u8a55\u53ca\u4f30\u503c\u8a08\u7b97( PE, DCF) - Fortune Insight","type":"rich","width":600,"height":338,"html":"<blockquote class=\"wp-embedded-content\"><a href=\"https:\/\/prime.fortuneinsight.com\/web\/posts\/563709\">\u53f0\u7a4d\u96fb (TSM) 2021Q2\u696d\u7e3e\u4f30\u8a55\u53ca\u4f30\u503c\u8a08\u7b97( PE, DCF)<\/a><\/blockquote>\n<script type='text\/javascript'>\n<!--\/\/--><![CDATA[\/\/><!--\n\t\t!function(c,d){\"use strict\";var e=!1,n=!1;if(d.querySelector)if(c.addEventListener)e=!0;if(c.wp=c.wp||{},!c.wp.receiveEmbedMessage)if(c.wp.receiveEmbedMessage=function(e){var t=e.data;if(t)if(t.secret||t.message||t.value)if(!\/[^a-zA-Z0-9]\/.test(t.secret)){for(var r,a,i,s=d.querySelectorAll('iframe[data-secret=\"'+t.secret+'\"]'),n=d.querySelectorAll('blockquote[data-secret=\"'+t.secret+'\"]'),o=0;o<n.length;o++)n[o].style.display=\"none\";for(o=0;o<s.length;o++)if(r=s[o],e.source===r.contentWindow){if(r.removeAttribute(\"style\"),\"height\"===t.message){if(1e3<(i=parseInt(t.value,10)))i=1e3;else if(~~i<200)i=200;r.height=i}if(\"link\"===t.message)if(a=d.createElement(\"a\"),i=d.createElement(\"a\"),a.href=r.getAttribute(\"src\"),i.href=t.value,i.host===a.host)if(d.activeElement===r)c.top.location.href=t.value}}},e)c.addEventListener(\"message\",c.wp.receiveEmbedMessage,!1),d.addEventListener(\"DOMContentLoaded\",t,!1),c.addEventListener(\"load\",t,!1);function t(){if(!n){n=!0;for(var e,t,r=-1!==navigator.appVersion.indexOf(\"MSIE 10\"),a=!!navigator.userAgent.match(\/Trident.*rv:11\\.\/),i=d.querySelectorAll(\"iframe.wp-embedded-content\"),s=0;s<i.length;s++){if(!(e=i[s]).getAttribute(\"data-secret\"))t=Math.random().toString(36).substr(2,10),e.src+=\"#?secret=\"+t,e.setAttribute(\"data-secret\",t);if(r||a)(t=e.cloneNode(!0)).removeAttribute(\"security\"),e.parentNode.replaceChild(t,e)}}}}(window,document);\n\/\/--><!]]>\n<\/script><iframe sandbox=\"allow-scripts\" security=\"restricted\" src=\"https:\/\/prime.fortuneinsight.com\/web\/posts\/563709\/embed\" width=\"600\" height=\"338\" title=\"&#8220;\u53f0\u7a4d\u96fb (TSM) 2021Q2\u696d\u7e3e\u4f30\u8a55\u53ca\u4f30\u503c\u8a08\u7b97( PE, DCF)&#8221; &#8212; Fortune Insight\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\" class=\"wp-embedded-content\"><\/iframe>","thumbnail_url":"https:\/\/prime.fortuneinsight.com\/web\/wp-content\/uploads\/2021\/02\/FI_Prime_FB_Share_cover-500x263.jpg","thumbnail_width":500,"thumbnail_height":263,"description":"TSM Q2\u71df\u6536\u96d6\u52dd\u9810\u671f\uff0c\u4f46\u5e02\u5834\u8f03\u95dc\u6ce8\u662f\u5b83\u7684\u76c8\u5229\u80fd\u529b\uff0c\u5373\u6bdb\u5229\u7387\uff0c\u8981\u77e5\u9053\u6bdb\u5229\u7387\u5347\u8dcc1%\u5176\u5be6\u5c0d\u6574\u9ad4\u6de8\u5229\u80fd\u529b\u90fd\u76f8\u5dee\u597d\u9060\u3002\u672c\u6587\u5c07\u91cd\u9ede\u7c21\u55ae\u5206\u4eab\u4e0b\u6211\u5c0dTSM Q2\u53caQ3\u9810\u671f\u71df\u6536\u53ca\u6bdb\u5229\u7747\u6cd5\u3001\u53e6\u5916\u9084\u6709\u4f30\u503c\u8a08\u7b97 (PE &amp; DCF)\u3002 \u5148\u770b2021Q2\u71df\u6536\u53ca\u6bdb\u5229\u7387\u53caQ3\u9810\u671f\u6307\u5f15\uff1a 1. Q2\u71df\u6536\u5831 132.89 \u5104\u7f8e\u5143\uff0cYoY +19.8%\uff0c\u52dd\u5e02\u5834\u9810\u671f129-132 \u5104\u7f8e\u5143\u3002\u4ee5\u71df\u6536\u4f86\u770b\uff0c\u5176\u5be6\u8868\u73fe\u4ecd\u662f\u76f8\u7576\u51fa\u8272\uff0c\u4e3b\u8981\u53d7\u60e0\u65bc HPC\u3001Automobile\u3001IoT \u7b49\u9700\u6c42\u63a8\u5347\u3001\u7522\u80fd\u5229\u7528\u7387\u7dad\u6301\u9ad8\u589e\u9577\u3002 2. Q2\u6bdb\u5229\u7387\u5831 50.0%\uff0c\u5c6c\u5e02\u5834\u9810\u671f 49.5-51.5%\u4f4e\u5340\u9593\u3002\u5c0e\u81f4\u6bdb\u5229\u7387\u4e0b\u8dcc\u7684\u539f\u56e0\u662f\u539f\u6599\u6210\u672c\u4e0a\u5347\u3001\u6298\u820a\u63d0\u9ad8\u3001\u532f\u7387\u8667\u640d\u7b49 3 \u5927\u56e0\u7d20\uff0c\u4ea6\u90fd\u597d\u660e\u986f\u5730\u7e7c\u7e8c\u5f71\u97ff\u5230 3Q21 \u7684\u8ca1\u6e2c\u3002 \u9810\u671f\u6307\u5f15: 1. Q3\u71df\u6536\u9810\u4f30\u5728 146-149 \u5104\u7f8e\u5143\u4e4b\u9593\uff0cYoY \u4f30\u6210\u9577 20-23%\uff0c\u5e02\u5834\u9810\u671f\u70ba 146.8 \u5104\u7f8e\u5143\uff0cYoY \u4f30\u6210\u9577 21%\u3002 2. Q3\u6bdb\u5229\u7387\u9810\u4f30\u5728 49.5-51.5%\uff0c\u5e02\u5834\u9810\u671f\u70ba 50.5%\uff1b\u9577\u671f\u6bdb\u5229\u7387\u53f0\u7a4d\u96fb\u4ecd\u7dad\u6301 50.0%\u3002 3. \u7dad\u6301 2021-2023 \u5e74 CAPEX \u898f\u6a21 1000 \u5104\u7f8e\u5143\u4e0d\u8b8a\uff0c\u4e3b\u8981\u7528\u65bc 3nm \u88fd\u7a0b\u6295\u8cc7\u3001\u5148\u9032\u5c01\u88dd\u6295\u8cc7\u3001\u5176\u4ed6\u6295\u8cc7\u8b6c\u5982\u65e5\u672c\u8a2d\u5ee0\u7b49\u3002 4. \u516c\u53f8\u9810\u4f30 2022-2025 \u71df\u6536 CAGR \u5c07\u843d\u5728 [&hellip;]"}