According to Taiwan media reports, TSMC announced last week that its consolidated revenue in April was 22.45 billion yuan (NTD, the same below), a monthly increase of 58.1%, in line with corporate expectations. JPMorgan Securities believes that TSMC's May revenue will continue to grow by about 25%, and it will be flat or slightly down in June. It is estimated that the operation will be weak in the second half of the year. TSMC's closing price yesterday was 56.2 yuan, down 0.1 yuan, with a volume of 77,200.
TSMC estimates that the second quarter consolidated revenue will reach between 71 billion yuan and 74 billion yuan, up more than 80% from the previous quarter; the gross profit margin of products is expected to reach 43.5% to 45.5%; the operating profit rate will be between 30.5%. 32.5%. Inspired by the substantial growth of operations, coupled with the stock market funds, JP Morgan Chase Securities estimates that TSMC's recent share price will likely see 65 yuan, but due to operating factors in the second half of the year, there will be selling out, the stock price may fall 3% to 6% .
TSMC is actively developing 40/45 nanometer advanced processes, but JP Morgan Chase Securities believes that 40/45 nanometer advanced process is in the initial stage of development, and its contribution to operations is still small. It is difficult to support the investment value of TSMC in the second half of the year. The operation may turn weak and maintain a neutral investment rating.
TSMC CEO Cai Lixing accepted an interview with the Financial Times. The company said that it is considering a decline in IC manufacturing profits. It is currently evaluating the possibility of entering the renewable energy industry and plans to produce solar energy and other energy-saving and environmentally friendly products, but no specific conclusions have been reached. This is the first time that TSMC has announced its intention to cross the non-IC chip manufacturing business since its establishment.
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