Investors will want to get a glimpse into TSMC's outlook for the broader industry when it releases its full earnings report on Jan. 16.
Morgan Stanley predicts that TSMC's first-quarter revenue may decline by 5% due to the seasonality of the iPhone. Despite this, the company expects full-year revenue to still grow, but the growth rate may be lower than 20%.
"TSMC typically provides conservative guidance at the beginning of the year, but then exceeds expectations," wrote analyst Charlie Chan . The company raised its growth forecast for 2024, and TSMC may take a more conservative stance again at the beginning of the new year.
In the long term, TSMC is pursuing rapid international kazakhstan telegram data expansion and expects capital spending to increase by 2025 from about 30 billion last year.
TSMC plans to build more factories in Europe, focusing on the artificial intelligence chip market, according to a senior Taiwanese official. In addition, TSMC is also building new factories in Japan, Arizona and Germany .
In terms of stock price performance, TSMC's market value has almost doubled in the past year , and TSMC's stock has risen by 92% in total in 2024 .
The stock price rose by more than 247%! Junwei Electronics was listed on the Growth Enterprise Market, with a total market value of over 9.6 billion yuan
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Glodon learned that on January 10, Junwei Electronics 301458 was listed on the Growth Enterprise Market with an issue price of 10.4 yuan per share. The issue price-earnings ratio was 32.82 times, which was lower than the industry price-earnings ratio of 40.4 times.