capital expenditure 結果共4筆

Goldman Sachs predicts that Taiwan Semiconductor Manufacturing Company (TSMC) will double its CoWoS production capacity by 2025, leading to a raised target price of NT$975. The forecast includes plans for advanced CoWoS packaging plants in Chiayi and potential expansion to Japan. Customer demand for advanced packaging, especially CoWoS, is expected to rise with the adoption of 2-nanometer process technology. Goldman Sachs also revised TSMC’s capital expenditure forecast and profit outlook for major AI companies, reflecting a positive growth trend in the industry.

AU Optronics Corp’s Chief Financial Officer, Benjamin Tseng, announced that the company’s capital expenditures for 2023 are likely to be revised downward to around NT$30 billion. This represents a decrease of NT$5 billion, or 14.3%, from the initial target of NT$35 billion. Tseng also mentioned that AUO’s capacity utilization rate reached approximately 80% in the third quarter of this year but expects a slight decrease in the final quarter.

Taiwan Semiconductor Manufacturing Co. (TSMC) announced its financial results for the third quarter of 2023, revealing a capital expenditure projection of NT＄226.6 billion for the year. The company plans to allocate 70% of this capital outlay to advanced processes, 20% to specialized processes, and 10% to packaging and other related sectors. TSMC’s consolidated revenue for the third quarter decreased by 10.8% compared to the same period last year, reaching approximately NT＄546.73 billion. The earnings per share (EPS) stood at NT＄8.14.

TSMC has experienced an 11% drop in its stock price over the past five months, making it the most significant decline among Asian stocks. Goldman Sachs Group has lowered its capital expenditure expectations for TSMC for next year by over 20%, citing concerns about the postponement of its overseas capacity expansion plan.