Re: [心得] 從蘋果發表會看台積電三率三降

看板Stock作者soulism (soulism)時間3年前 (2021/04/21 22:57)推噓6(7推 1噓 5→)

留言13則, 9人參與討論串2/2 (看更多)

法說會解釋毛利下降的原因. let me explain to you. The sequential decline is mainly due to mix as the contribution from N5 will increase, but it still carries a dilutive effect. And secondly, we see a slower rate of cost improvement as our fabs continue to run at a very high level of utilization, leaving less time to do cost improvement activities. And lastly, and more technical thing is the absence of a positive inventory revaluation in the quarter. 法說會提到關於毛利還有這一段.他們會提高價格,降低成本,來維持毛利. And therefore, we are taking actions to ensure that we earn a proper return by firming up our price, working with the supplier to drive the cost improvement. We expect that the 50% gross margin remains our target and is achievable. 台積電的定價策略 C.C. Wei -- Chief Executive Officer Sebastian, let me answer that. For more than 30 years, TSMC has provided stable and predictable pricing, and we have reframed from opportunistic -- from opportunistic or short-term actions. But now as I said in my statement, the core structures start to change. Structural change, because of -- we have to invest on the leading edge technology which is more complex than ever and we also increased the mature technology node capacity, which a lot of them already been fully depreciated. And now we have to invest in new tools. So we refrain from our opportunistic and short-term action, but we also have to share our value. So we are working with our customer closely, and we want to firm up our wafer pricing to a reasonable level. And we are also working with our supplier to deliver the cost reduction, and we want to earn a proper return that enable us to continue to invest to support our customers of course. And in today's terms, capacity support is the most important one they are looking for. Okay. -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 218.166.236.38 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1619017062.A.976.html

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※ 編輯: soulism (218.166.236.38 臺灣), 04/21/2021 23:04:05

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