TSMC continued to sell more than 10,000 copies in foreign capital today, and its stock price closed lower, reaching NT$455, down 9.5 yuan. This week, it fell 17 yuan, and its market value shrank by 440.8 billion yuan to 11.79 trillion yuan, and affected the broader market by regarding 141 yuan. point.
TSMC’s process technology leads the world. Nikkei reported on the 23rd that according to TSR, a research institute, TSMC is the world’s largest supplier of 4nm and 5nm processes, with a market share of more than 60%; Apple is TSMC’s 4th The largest customer of nanometer and 5nm process, accounting for more than 50%.
American foreign investors pointed out that Apple’s iPhone 14 is not the entire series using TSMC’s most advanced process, and it is expected that only some models of next year’s iPhone 15 will use TSMC’s upgraded 3-nanometer (N3E) process, which may affect next year’s revenue performance. In addition, TSMC Gross profit margin is facing downward pressure.
Foreign investors continued to sell over 10,977 TSMC sheets today, and sold more than 26,400 TSMC sheets for three consecutive trading days. TSMC’s share price opened lower today and closed at 455 yuan, a new low in more than 2 months, down 9.5 yuan; TSMC fell a total of 17 yuan this week, and its market value shrunk by 440.8 billion yuan to 11.79 trillion yuan, and affected the broader market by regarding 141 points .
