From Breakingviews - TSMC foots the bill for global chip supremacy
. Notably, operating profit margin for the period is forecast to be as low as 41.5%, higher than rivals but more than 10 percentage points less than in the three months to December.
Fewer customer orders, cost inflation and unfavourable exchange-rate movements are factors. But TSMC also flagged R&D expenses will rise by a fifth this year, as developing next-generation technology gets pricier. Moreover, the company's new factories in the United States are adding to TSMC's expenses: executives said that construction costs are five times higher in America than in Taiwan.
日本 最新ニュース, 日本 見出し
Similar News:他のニュース ソースから収集した、これに似たニュース記事を読むこともできます。
Breakingviews - Breakingviews: Microsoft’s AI bet: heads I win, tails I also winMicrosoft is mulling a heads-I-win, tails-I-also win, AI deal. A mooted $10 billion investment, reported by Semafor, in the maker of the popular ChatGPT, could reshape Microsoft’s software business. Even if it flops, CEO Satya Nadella will slow a rival, and possibly regain much of its investment.
続きを読む »
Taiwan Semiconductor warns of falling revenue, deteriorating marginsContract chipmaker Taiwan Semiconductor Manufacturing Co. on Thursday warned weak macroeconomic conditions and inventory adjustments would result in falling...
続きを読む »
TSMC Q4 profit rises 78%, helped by advanced chip salesTaiwanese chipmaker TSMC posted a 78% rise in fourth-quarter net profit on Thursday, posting yet another quarterly record, as strong sales of advanced chips helped it defy a broader industry downturn that battered cheaper commodity chips.
続きを読む »
Breakingviews - Sunken oil tanker merger leaves CEO adriftPromising to lock his main shareholder in a “gilded prison” may not have been the best way to win support for a controversial merger. So now Euronav Chief Executive Hugo De Stoop will not head the $6 billion oil tanker empire that would have resulted from a deal with rival Frontline . The slightly smaller suitor on Monday called off an all-share deal that dated back to last April, when the parties agreed to merge. Shares in Frontline jumped 25% on the cancellation news, while Euronav sank 15%.
続きを読む »
Breakingviews - First Abu Dhabi and StanChart may have second actTahnoon bin Zayed al-Nahyan may not be done with Standard Chartered . First Abu Dhabi Bank (FAB) , the $50 billion Gulf lender that the brother of the United Arab Emirates’ president chairs, last week said it had considered a bid for the $23 billion UK-listed bank. With StanChart shares still above their pre-speculation level it’s not impossible FAB, 38% owned by state investment fund Mubadala, tries again.
続きを読む »
Can the U.S. Bring Chip Manufacturing Home?Microchips are a matter of national security. Is the Biden administration’s $280 billion bill enough to level the chip playing field?
続きを読む »