https://www.cnbc.com/2018/04/19/app...y-asian-chip-partner-gives-weak-guidance.html
Apple, Nvidia shares fall after a key Asian chip partner gives weak guidance
Published 7:54 AM ET Thu, 19 April 2018 Updated 17 Hours Ago CNBC.com
Apple, Nvidia shares fall after a key Asian chip partner gives weak guidance 20 Hours Ago | 00:52
A major Asian chip manufacturer's weaker-than-expected guidance for the June quarter drove technology stocks lower.
Taiwan Semiconductor Manufacturing said Thursday its revenue forecast range for the second quarter is $7.8 billion to $7.9 billion versus the Wall Street estimate of $8.8 billion.
"Moving into second quarter 2018, continued weak demand from our mobile sector will negatively impact our business despite strength in cryptocurrency mining," Chief Financial Officer Lora Ho said in a statement.
Report: Apple plans to move away from Intel chips in Macs as early as 2020 2:40 PM ET Mon, 2 April 2018 | 02:01
TSMC is the world's largest semiconductor foundry company, manufacturing chips for leading technology firms including Apple and Nvidia.
Morgan Stanley said Apple's iPhone was a big reason for TSMC's poor guidance.
"Smartphone semi weakness [is] the main reason for the revenue shortfall," analyst Charlie Chan wrote in a note to clients Thursday. "Beside the order cuts from the current Apple iPhone X processor, we attribute the major revenue shortfall in the smartphone segment to key customer MediaTek ... and around a month's delay of Apple's new 7nm processor to July."
Apple shares declined 2.8 percent Thursday, while Nvidia dropped 3.1 percent. Taiwan Semiconductor Manufacturing shares fell 5.7 percent.
TSMC on its conference call blamed "softening" demand in the high-end smartphone market and being more conservative over the cryptocurrency mining industry for its disappointing forecast.
The company said it had 56 percent market share of the global chip foundry market last year. Its revenue split for 2017 was 10 percent from computers, 59 percent from communications, 8 percent from consumer products and 23 percent from the industrial sector.
Apple did not immediately respond to a request for comment.
https://tw.news.yahoo.com/台積電收盤重挫6-34-市值蒸發4-019億元-104813211.html
台積電收盤重挫6.34% 市值蒸發4,019億元
聯合新聞網
3.6k 人追蹤
聯合線上
2018年4月20日 下午6:48
台積電（2330）本季展望不如市場預期，昨ADR收挫5.7%，今（20）日開盤跳空大跌16.5元，創下史上單日最大跌點，跌幅近7%，市值瞬間蒸發發4,278億元，成為台股最弱勢指標，終場收在229元、下跌15.5元，跌幅6.34%，創五年來單日最大跌幅，單日市值蒸發4,019億元，創下單一個股紀錄。
台股今日受台積電重挫拖累，昨日全部站回的均場也全失守，連半年線10,792點也跌破。
台積電昨（19）日召開法說會，上季業績雖符合預期，卻大幅下調第2季展望，並下修全年營收增幅至10%，拖累美國存託憑證（ADR）重挫近6%。
台積電第1季獲利如期創高，但預估第2季合併營收78~79億美元，季減6.6~7.8%，毛利率估47%~49%，營益率35%~37%，均較上季減少。
對比先前外資預估，台積電本季營收最低季減5%，毛利率49.6%~51.4%，營益率38.5%~40%，三項數據皆不如預期。
台積電同時基於智慧手機與虛擬貨幣動能疲軟，下修全年營收增幅10~15%至10%，並對晶圓市場表現持審慎觀點，令外界頗感驚訝。
❗️ 重要公告 Yahoo奇摩服務條款更新通知
台股收盤大跌" data-reactid="18"> 台股收盤大跌
都是台積電惹的禍 大盤重挫失守
https://tw.news.yahoo.com/台股盤後-都是台積電惹的禍-大盤重挫191-84點失守半年線-064029956.html
台股盤後─都是台積電惹的禍 大盤重挫191.84點失守半年線
鉅亨網
110 人追蹤
鉅亨網記者楊伶雯 台北
2018年4月20日 下午2:40
台積電 (2330-TW) 法說會對智慧手機市況保守看待，下修今年營運目標，外資預估來自蘋果的營收恐將減少 3 成，股價今日重挫 6.33%，拖累大盤指數開低走低，盤中一度重挫 201.17 點，終場收在 10779.38 點，大跌 191.84 點，成交 1553.36 億元，周線收黑下跌 186 點，周跌幅 1.7%；證券分析師張陳浩認為，下周有機會蘊釀反彈，但仍要觀察國際股市表現，短線可能在半年線、季線間橫向擴底。
美股周四收跌，道瓊收跌 83.18 點，NASDAQ 指數收跌 57.18 點，S&P500 指數收跌 15.51 點，費城半導體指數收跌 57.9 點，台股今日以 10802.42 點開出，大跌 168.8 點，盤中最高點落在 10831.56 點，低點則下探至 10770.05 點。
權王台積電重挫，是拖累大盤大跌的主要原因，股價終場收 229 元，成交量爆出 12 萬 8292 張，另外，蘋果 iPhone 銷量表現不如預期，也讓蘋概股表現續弱，重要指標大立光 (3008-TW) 及鴻海 (2317-TW) 同樣收黑，不過觸控雙雄 TPK-KY、GIS-KY 則出現止穩跡象，雙雙反彈上揚。
除了蘋概相關相關權值走跌之外，聯發科 (2454-TW)、友達 (2409-TW)、群創 (3481-TW) 也是下跌表現，但非蘋陣營宏達電 (2498-TW) 股價逆勢小漲；盤面上強勢族群主以缺料題材的被動元件，原物料相關塑化、水泥，還有生技股表現較強。
張陳浩表示，台積電盤中雖然企圖上拉，但終場還是收低，主要是受到法說會所釋出訊息的影響，不過在今日一次性賣壓宣洩後，下周賣壓可望相對減輕；雖然台積電大跌影響大盤重挫，但預期最應是今日，下周有機會蘊釀反彈。
台積電重挫
Apple, Nvidia shares fall after a key Asian chip partner gives weak guidance
- Taiwan Semiconductor Manufacturing says its revenue forecast range for the second quarter is $7.8 billion to $7.9 billion versus the Wall Street estimate of $8.8 billion.
- The key chip partner for Apple and Nvidia blames "softening" high-end smartphone demand and being more conservative on the cryptocurrency mining market for its weak guidance.
- Morgan Stanley says Apple's iPhone was a big reason for TSMC's poor guidance.
Published 7:54 AM ET Thu, 19 April 2018 Updated 17 Hours Ago CNBC.com
Apple, Nvidia shares fall after a key Asian chip partner gives weak guidance 20 Hours Ago | 00:52
A major Asian chip manufacturer's weaker-than-expected guidance for the June quarter drove technology stocks lower.
Taiwan Semiconductor Manufacturing said Thursday its revenue forecast range for the second quarter is $7.8 billion to $7.9 billion versus the Wall Street estimate of $8.8 billion.
"Moving into second quarter 2018, continued weak demand from our mobile sector will negatively impact our business despite strength in cryptocurrency mining," Chief Financial Officer Lora Ho said in a statement.
Report: Apple plans to move away from Intel chips in Macs as early as 2020 2:40 PM ET Mon, 2 April 2018 | 02:01
TSMC is the world's largest semiconductor foundry company, manufacturing chips for leading technology firms including Apple and Nvidia.
Morgan Stanley said Apple's iPhone was a big reason for TSMC's poor guidance.
"Smartphone semi weakness [is] the main reason for the revenue shortfall," analyst Charlie Chan wrote in a note to clients Thursday. "Beside the order cuts from the current Apple iPhone X processor, we attribute the major revenue shortfall in the smartphone segment to key customer MediaTek ... and around a month's delay of Apple's new 7nm processor to July."
Apple shares declined 2.8 percent Thursday, while Nvidia dropped 3.1 percent. Taiwan Semiconductor Manufacturing shares fell 5.7 percent.
TSMC on its conference call blamed "softening" demand in the high-end smartphone market and being more conservative over the cryptocurrency mining industry for its disappointing forecast.
The company said it had 56 percent market share of the global chip foundry market last year. Its revenue split for 2017 was 10 percent from computers, 59 percent from communications, 8 percent from consumer products and 23 percent from the industrial sector.
Apple did not immediately respond to a request for comment.
https://tw.news.yahoo.com/台積電收盤重挫6-34-市值蒸發4-019億元-104813211.html
台積電收盤重挫6.34% 市值蒸發4,019億元
聯合新聞網
3.6k 人追蹤
聯合線上
2018年4月20日 下午6:48
台積電（2330）本季展望不如市場預期，昨ADR收挫5.7%，今（20）日開盤跳空大跌16.5元，創下史上單日最大跌點，跌幅近7%，市值瞬間蒸發發4,278億元，成為台股最弱勢指標，終場收在229元、下跌15.5元，跌幅6.34%，創五年來單日最大跌幅，單日市值蒸發4,019億元，創下單一個股紀錄。
台股今日受台積電重挫拖累，昨日全部站回的均場也全失守，連半年線10,792點也跌破。
台積電昨（19）日召開法說會，上季業績雖符合預期，卻大幅下調第2季展望，並下修全年營收增幅至10%，拖累美國存託憑證（ADR）重挫近6%。
台積電第1季獲利如期創高，但預估第2季合併營收78~79億美元，季減6.6~7.8%，毛利率估47%~49%，營益率35%~37%，均較上季減少。
對比先前外資預估，台積電本季營收最低季減5%，毛利率49.6%~51.4%，營益率38.5%~40%，三項數據皆不如預期。
台積電同時基於智慧手機與虛擬貨幣動能疲軟，下修全年營收增幅10~15%至10%，並對晶圓市場表現持審慎觀點，令外界頗感驚訝。
❗️ 重要公告 Yahoo奇摩服務條款更新通知
台股收盤大跌" data-reactid="18"> 台股收盤大跌
都是台積電惹的禍 大盤重挫失守
https://tw.news.yahoo.com/台股盤後-都是台積電惹的禍-大盤重挫191-84點失守半年線-064029956.html
台股盤後─都是台積電惹的禍 大盤重挫191.84點失守半年線
鉅亨網
110 人追蹤
鉅亨網記者楊伶雯 台北
2018年4月20日 下午2:40
台積電 (2330-TW) 法說會對智慧手機市況保守看待，下修今年營運目標，外資預估來自蘋果的營收恐將減少 3 成，股價今日重挫 6.33%，拖累大盤指數開低走低，盤中一度重挫 201.17 點，終場收在 10779.38 點，大跌 191.84 點，成交 1553.36 億元，周線收黑下跌 186 點，周跌幅 1.7%；證券分析師張陳浩認為，下周有機會蘊釀反彈，但仍要觀察國際股市表現，短線可能在半年線、季線間橫向擴底。
美股周四收跌，道瓊收跌 83.18 點，NASDAQ 指數收跌 57.18 點，S&P500 指數收跌 15.51 點，費城半導體指數收跌 57.9 點，台股今日以 10802.42 點開出，大跌 168.8 點，盤中最高點落在 10831.56 點，低點則下探至 10770.05 點。
權王台積電重挫，是拖累大盤大跌的主要原因，股價終場收 229 元，成交量爆出 12 萬 8292 張，另外，蘋果 iPhone 銷量表現不如預期，也讓蘋概股表現續弱，重要指標大立光 (3008-TW) 及鴻海 (2317-TW) 同樣收黑，不過觸控雙雄 TPK-KY、GIS-KY 則出現止穩跡象，雙雙反彈上揚。
除了蘋概相關相關權值走跌之外，聯發科 (2454-TW)、友達 (2409-TW)、群創 (3481-TW) 也是下跌表現，但非蘋陣營宏達電 (2498-TW) 股價逆勢小漲；盤面上強勢族群主以缺料題材的被動元件，原物料相關塑化、水泥，還有生技股表現較強。
張陳浩表示，台積電盤中雖然企圖上拉，但終場還是收低，主要是受到法說會所釋出訊息的影響，不過在今日一次性賣壓宣洩後，下周賣壓可望相對減輕；雖然台積電大跌影響大盤重挫，但預期最應是今日，下周有機會蘊釀反彈。
台積電重挫
