Wafer foundry leader TSMC (2330-TW)(TSM-US) will announce July revenue on the 10th. Looking forward to this quarter, TSMC continues to be optimistic regarding the continued strong demand for automotive and high-performance computing, and revenue is expected to continue to grow, while Hon Hai (2317-TW) will also hold a legal meeting on the same day. In addition to the announcement of the financial report, the operating outlook for the second half of the year is also the focus of the outside world. On the other hand, the Ministry of Finance will also announce the tax statistics results for July on Wednesday (10th). The following is the announcement of major events this week:
TSMC announced July revenue on the 10th
Wafer foundry leader TSMC will announce July revenue on the 10th. Looking forward to the third quarter, TSMC believes that the demand for 5nm and 7nm processes will continue to grow. Although applications such as mobile phones, PCs and consumer electronics have slowed down, automotive The demand for high-efficiency computing continues to increase.
TSMC also estimates that the revenue in the third quarter will reach 19.8-20.6 billion US dollars, which is equivalent to a quarterly increase of 9-13%, and is converted to 1 US dollar.New Taiwan Dollar Calculated at 29.7 yuan, the revenue is estimated to reach 588.06-611.82 billion yuan, which is equivalent to a quarterly increase of 10-14.5%, the gross profit rate is estimated to be 57.5-59.5%, and the profit rate is 47-49%. %, and continue to move towards 60%.
In general, TSMC believes that although consumer electronics demand is weak in the second half of the year and some customers are facing inventory adjustments, the demand for automobiles and data centers is stable, so it still raises the US dollar revenue forecast, which is expected to exceed the original 24-29. %, revised up to 34-36% growth, and reiterated its revenue compound annual growth rate (CAGR) target of 15-20% in the next few years.
Listed cabinet company law said peak season Hon Hai held on Wednesday
Entering the peak season for the semi-annual report announcement of listed companies, major companies will hold legal seminars one following another this week. Among them, Hon Hai will debut on Wednesday (10th). The market will not only pay attention to the second quarter and the first half of the financial report, but also pay attention to the operation in the second half of the year. Looking forward, Hon Hai also recently announced that its revenue in July reached 475.099 billion yuan, a monthly decrease of 9.71% and an annual increase of 13.66%. The cumulative revenue in the first seven months was 3.39 trillion yuan, an annual increase of 8.83%. Both single-month and cumulative revenue hit new highs for the same period. .
In addition to Honghai Overseas, on Monday (8th), including Jiasda and Synnex, there will also be a legal seminar. KY, Asus, Lizhi, etc., as well as Quanta, Compal, etc. on Friday (12th), due to the chaos of the consumer electronics market in the second half of the year, the market is also highly concerned regarding the major manufacturers’ operating prospects for the second half of the year.
The Ministry of Finance announced on the 10th tax statistics that the tax payment may continue to decline
The Ministry of Finance on Wednesday (10th) will announce the July tax statistics. Since the securities tax has been declining for six consecutive months, the outside world is concerned regarding whether the securities tax will continue to decline. In this regard, the Ministry of Finance said that following the Russian-Ukrainian war, interest rate hikes and Under the interference of uncertain factors such as inflation, Taiwan stocks are facing greater shock pressure, which in turn affects securities taxation, but this year’s GDP is still expected to grow by 3%, which is a positive factor.
Looking back on last month, due to the decline in the volume of Taiwan stocks and the decline in the price of the securities and taxes, the number of securities and tax payments in June was 15.4 billion yuan, a decrease of 11.6 billion yuan compared with the same period last year, and an annual decrease of 43%. A total of 95.2 billion yuan, a year-on-year decrease of 30.4%. However, despite the decrease in securities tax revenue compared with last year, there was still 95.2 billion yuan in tax revenue in the first six months, the second highest in the same period of the previous year.