Recently, TSMC has been making continuous news. First, TSMC released its revenue data for July, and then TSMC announced that it had raised the chip foundry price.
After taking action on CCTV and other aspects, TSMC announced that it would shelve the price increase resolution indefinitely, and also actively reduced the foundry price of chips such as 28nm, and accelerated the expansion of the production line of the 28nm chip production line in the Nanjing factory.
The most important thing is that TSMC's stock price hit a new high, once exceeding US$570 billion, equivalent to RMB 3.7 trillion, becoming the company with the highest market value in Asia.
TSMC's market value is 3.7 trillion
Xu Jiayin Loss of 300 million a day, and TSMC makes 300 million a day. Recently, foreign authoritative institutions ranked the market value of global semiconductor companies once, and TSMC ranked first with 3.7 trillion yuan.
You should know that Evergrande has a debt of nearly 2 trillion yuan, and you have to pay 300 million yuan in interest every day when you open your eyes. It sounds scary, but it's nothing compared to TSMC.
If TSMC is sold, Xu Jiayin can not only pay off the debt, but also have 1 trillion left. Via's fine is 1.341 billion, and TSMC's market value is enough to pay more than 2,800 Via's fine.
Some people say that no matter how high the market value is, it is not cash flow . TSMC's second quarter revenue this year was 372.1 billion yuan, and its profit was 134.3 billion NT$2, equivalent to RMB 31.1 billion.
That is to say, based on 90 days in a quarter, TSMC can earn an average of RMB 345 million per day. Xu Jiayin lost 300 million yuan a day, and TSMC made 300 million yuan a day. One underground and one world is the truest portrayal of the prospects of real estate and semiconductors.
TSMC has only been developing for 34 years since its establishment in 1987. Although it has not been developing for a long time, its strength is far ahead in the industry.
Anyone who knows about TSMC knows that it is the world's largest wafer manufacturing foundry, and its main business is to produce chips for global customers.
Relying on its own strength, its company alone has a market share in this field of more than 50%. Even though the powerful Korean company Samsung is closely behind, it still has a big gap with TSMC in terms of strength.
The United States wants to monopolize semiconductors. TSMC ranks first in the semiconductor company market value rankings, far surpassing Nvidia with a advantage of 3.7 trillion yuan. Among the top ten in the world, except for ASML and TSMC, the others are all American companies, so this purpose is obvious.
Why did TSMC's market value soar
Global chip shortage is of course the direct fuse. Because the global supply chain break caused by the epidemic directly triggered the automotive chip crisis, it then spread to the entire chip industry. The world is rushing to demand chip production capacity, and ultimately makes chip manufacturers the center of the universe, and each of them has exploded.
is the most beneficial to TSMC. As the world's largest and most advanced chip foundry, its customers include Apple , Qualcomm , AMD , Nvidia and other giants. The advanced process goes straight to 2nm, and the orders are exploding.
Due to the impact of the supply chain caused by the new crown epidemic and the surge in demand in industries such as automobiles and data centers, global semiconductors have been in severe shortage. Since the beginning of last year, TSMC's stock price has risen by more than 90%.
chip itself is the new oil in the information age and has great strategic significance. With the advancement of new technologies such as 5G, the Internet of Things, and smart cars, human demand for chips will continue to expand in the future.
The gradual decline of the real estate industry further highlights the good prospects of the semiconductor industry.Taking automotive chips as an example, the number of MCU chips used in traditional cars is about 70, while the MCU chips used in each smart car may exceed 300, and the demand has increased by more than 4 times. Therefore, chips are a technological highland that countries compete for in the future
The number of semiconductor companies in my country accounts for 50%, and Japan only accounts for 10%. Many netizens said that China's semiconductors will definitely rise. The foundation is indeed much thicker than ours, but if we can't become fat in one bite, we should be self-reliant!
