bullish
TSMC Expects Stronger Sales but Lower Capex Density, Implying Room to Raise Cash Dividends
411 Views18 Jan 2018 18:01
SummaryDespite much in line 1Q18 guidance (8-10% q/q sales decline, 49.5-51.5% gross margin, 38-40% operating margin), most of the incremental new...
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 3-minute read)
Discussions
(Paid Plans Only)
Andrew Lu
Asia and Global Semiconductor and Tech Research
Price Chart(Sign Up to Access)
- TSMC Trend Break and Action Levels15 May 2018
- All Three Smartphone IC Vendors Miss 1Q18 Expectation; Suggesting to Avoid01 Feb 2018
- MediaTek - Headwinds Ahead to Drive the Likely Consensus Cut for 201821 Jan 2018
- MediaTek's Key Customer - Gionee Chairman's Assets Were Frozen by the Court?17 Jan 2018
- TSMC - Seasonal Sales Cut Coming; News Said 30% A11 Cut16 Dec 2017
- TSMC: Strong 2H but Most in Line; Hiking Capex and Pulling in 7nm for Qualcomm?19 Oct 2017
x