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GoogleBot | / | ✔ |
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BaiduSpider | / | ✔ |
YandexBot | / | ✔ |
# See http://www.robotstxt.org/robotstxt.html for documentation on how to use the robots.txt file # # To ban all spiders from the entire site uncomment the next two lines: # User-agent: * # Disallow: |
Title | 定錨產業筆記 |
Description | --> 訪客Guest 註冊/登入 定錨簡介 文章列表 企業經營 法人說明會 產業洞見 雜筆隨記 產業地圖 訂閱方案 註冊/登入 --> c.name --> 定錨文章 查看更多 台積電(2330):法說會報告 2023-04-20 營收結構 法說會簡評 1. 2023Q1營收167.2億 |
Keywords | 產業分析,法人說明會,定錨產業筆記 |
WebSite | investanchors.com |
Host IP | 172.104.76.139 |
Location | - |
Site | Rank |
US$768,284
Last updated: 2023-04-27 00:41:54
investanchors.com has Semrush global rank of 13,776,568. investanchors.com has an estimated worth of US$ 768,284, based on its estimated Ads revenue. investanchors.com receives approximately 88,649 unique visitors each day. Its web server is located in -, with IP address 172.104.76.139. According to SiteAdvisor, investanchors.com is safe to visit. |
Purchase/Sale Value | US$768,284 |
Daily Ads Revenue | US$710 |
Monthly Ads Revenue | US$21,276 |
Yearly Ads Revenue | US$255,307 |
Daily Unique Visitors | 5,910 |
Note: All traffic and earnings values are estimates. |
Host | Type | TTL | Data |
investanchors.com. | A | 1798 | IP: 172.104.76.139 |
investanchors.com. | NS | 1800 | NS Record: dns2.registrar-servers.com. |
investanchors.com. | NS | 1800 | NS Record: dns1.registrar-servers.com. |
investanchors.com. | TXT | 1799 | TXT Record: gfs884k5rdehb9boh9sojce567 |
--> 訪客Guest 註冊/登入 定錨簡介 文章列表 企業經營 法人說明會 產業洞見 雜筆隨記 產業地圖 訂閱方案 註冊/登入 --> c.name --> 定錨文章 查看更多 台積電(2330):法說會報告 2023-04-20 營收結構 法說會簡評 1. 2023Q1營收167.2億美元,達前次財測區間167.0~175.0億美元下緣;折合新台幣5,086億元,QoQ -18.7%、YoY +3.6%,營業毛利2,865億元(GM=56.3%),營業利益2,312億元(OPM=45.5%),稅前淨利2,442億元,稅後淨利2,069億元,EPS 7.98元。 a. 以終端應用別來看,僅車用電子營收較前一季度維持成長,高效能運算(HPC)、智慧型手機、物聯網、消費性電子皆較前一季度下滑,反映PC/NB、手機市場需求持續疲弱,以及伺服器市場庫存修正幅度大於預期。 b. 毛利率優於前次財測區間53.5~55.5%,主因成本控管得宜,抵銷產能利用率下滑的衝擊。 c. 經營層表示,由於中國解封後需求復甦力道低於預期,以及IC設計客戶庫存堆積情況較原先預期嚴重,導致庫存調整期將延長至2023下半年。 2. 展望2023Q2,財測營收區間152.0~160.0億美元,假設USD/TSD=30.7,預估毛利率區間52.0~54.0%,營業利益率區間39.5~41.5%。 a. 經營層表示,2023上半年美元計價營收從YoY -4~6%下修至YoY -10%,2023Q2營收應會是全年谷底,2023下半年可望迎來復甦。根據定錨研調,近期六大客戶之中,以NVIDIA最為積極,AMD、Qualcomm維持穩健,Apple、聯發科下修幅度相對較大,Intel仍處於少量投片階段。 i. NVIDIA:受惠於AI伺服器急單需求,持續上修A100、H100投片量,目前已成為N5/4製程主力客戶,CoWoS封裝同步受惠;此外,近期推出消費性顯示卡RTX 4070,已開始在各大通路鋪貨,預計接下來將陸續推出RTX 4060、RTX 4050,投片量可望進一步擴大。 ii. AMD:Desktop CPU ── Ryzen 7000系列,受惠於Gaming NB備貨需求,以及NB品牌業者庫存調整告一段落,拉貨動能逐漸恢復,投片量維持穩定;Server CPU ── Epyc |
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Domain Name: INVESTANCHORS.COM Registry Domain ID: 1982115658_DOMAIN_COM-VRSN Registrar WHOIS Server: whois.namecheap.com Registrar URL: http://www.namecheap.com Updated Date: 2020-10-20T07:06:21Z Creation Date: 2015-11-19T07:57:27Z Registry Expiry Date: 2021-11-19T07:57:27Z Registrar: NameCheap, Inc. Registrar IANA ID: 1068 Registrar Abuse Contact Email: abuse@namecheap.com Registrar Abuse Contact Phone: +1.6613102107 Domain Status: clientTransferProhibited https://icann.org/epp#clientTransferProhibited Name Server: DNS1.REGISTRAR-SERVERS.COM Name Server: DNS2.REGISTRAR-SERVERS.COM DNSSEC: unsigned >>> Last update of whois database: 2021-09-08T22:22:30Z <<< |