台積電 EPS 再創高!釣出過來人分享 - 工程師

By Gary
at 2023-01-15T10:32
at 2023-01-15T10:32
Table of Contents
科技新報
記者林妤柔
台積電 EPS 再創高!釣出過來人分享「砍成本多神」:英特爾完全被打趴
https://i.imgur.com/vHCa8eP.jpg
晶圓代工龍頭台積電 12 日召開法說會,2022 年第四季繳出創新高的亮眼成績,不只外
資頻頻按讚,連鄉民也現身說法,強調台積電降低成本非常厲害,「跟英特爾有指數級差
別」,並貼出對帳單呼籲大家一起買爆台積電。
台積電公布 2022 年第四季財務報告合併營收,約新台幣 6,255.3 億元,稅後純益約新
台幣 2,959 億元,每股 EPS 為新台幣 11.41 元,毛利率衝上 62.2%。至於 2023 年資
本支出,台積電預估介於 320 億到 360 億美元,較 2022 年持平或減少 12.5%。
https://i.imgur.com/2Rgv2Pk.jpg
有位 PTT 鄉民分享自己待過台積電跟英特爾兩間公司,見識過兩間降低成本(Cost Down
)功力,「這根本不是一、兩倍的等級, 可以說是指數等級!」表示以前 CPU 被壟斷、
英特爾還領先時,CPU 毛利高,做 Cost 根本幼稚園等級。
想不到後來台積電代工 CPU 後,蘋果、AMD 開始瓜分市占,台積電 HPC 逐漸上升,毛利
率也爆跳到 60%。這位 PTT 鄉民還表示,拿生產智慧手機的產線成本控制能力來生產高
毛利 CPU,根本暴利,且現在台積電每個 die(裸晶)都能賣錢,不需報廢。
他強調,即使台積電 7 奈米機台都快折舊光,現在產量還占 30%,即便產能鬆動, 還是
賺很大;反觀英特爾,14 奈米已要進入夕陽了仍不見客戶蹤影,「英特爾豈止輸,是完
全被打趴!」也推薦大家趕快進場台積電。「哪天誰都能對台積電下單伺服器 CPU,那台
積電也不是現在的台積電了。」
展望 2023 年第一季,台積電預計合併營收介於 167 億到 175 億美元,較 2022 年第四
季下滑 14.1%~18%,毛利率介於 53.5%~55.5%,營業利益率介於 41.5%~43.5%。
台積電今日以 507 元開出,隨後一度衝上 509 元,目前上漲 2.77%,股價暫報 500 元
。
https://technews.tw/2023/01/13/tsmc-2022-q4-stock/
--
記者林妤柔
台積電 EPS 再創高!釣出過來人分享「砍成本多神」:英特爾完全被打趴
https://i.imgur.com/vHCa8eP.jpg

晶圓代工龍頭台積電 12 日召開法說會,2022 年第四季繳出創新高的亮眼成績,不只外
資頻頻按讚,連鄉民也現身說法,強調台積電降低成本非常厲害,「跟英特爾有指數級差
別」,並貼出對帳單呼籲大家一起買爆台積電。
台積電公布 2022 年第四季財務報告合併營收,約新台幣 6,255.3 億元,稅後純益約新
台幣 2,959 億元,每股 EPS 為新台幣 11.41 元,毛利率衝上 62.2%。至於 2023 年資
本支出,台積電預估介於 320 億到 360 億美元,較 2022 年持平或減少 12.5%。
https://i.imgur.com/2Rgv2Pk.jpg

)功力,「這根本不是一、兩倍的等級, 可以說是指數等級!」表示以前 CPU 被壟斷、
英特爾還領先時,CPU 毛利高,做 Cost 根本幼稚園等級。
想不到後來台積電代工 CPU 後,蘋果、AMD 開始瓜分市占,台積電 HPC 逐漸上升,毛利
率也爆跳到 60%。這位 PTT 鄉民還表示,拿生產智慧手機的產線成本控制能力來生產高
毛利 CPU,根本暴利,且現在台積電每個 die(裸晶)都能賣錢,不需報廢。
他強調,即使台積電 7 奈米機台都快折舊光,現在產量還占 30%,即便產能鬆動, 還是
賺很大;反觀英特爾,14 奈米已要進入夕陽了仍不見客戶蹤影,「英特爾豈止輸,是完
全被打趴!」也推薦大家趕快進場台積電。「哪天誰都能對台積電下單伺服器 CPU,那台
積電也不是現在的台積電了。」
展望 2023 年第一季,台積電預計合併營收介於 167 億到 175 億美元,較 2022 年第四
季下滑 14.1%~18%,毛利率介於 53.5%~55.5%,營業利益率介於 41.5%~43.5%。
台積電今日以 507 元開出,隨後一度衝上 509 元,目前上漲 2.77%,股價暫報 500 元
。
https://technews.tw/2023/01/13/tsmc-2022-q4-stock/
--
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工程師
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