TSMC’s Q3 gross margin beats expectations at almost 58%

TSMC’s Q3 gross margin beats expectations at almost 58%

2024-10-17

TSMC unveiled record high Q3 figures at its earnings call on Thursday. Consolidated sales hit a new high of NT$759.6 billion, an almost 40% growth from the same quarter last year. The gross margin exceeded expectations, at 57.8%. Earnings per share stood at NT$12.54, the highest quarterly figure ever for the company. TSMC CEO and Chair C. C. Wei says that amid strong demand for artificial intelligence, figures for the fourth quarter are expected to be good. Let’s hear from him.

Voice of C. C. Wei
TSMC CEO
Whether this AI demand is real or not. In my judgment, it’s real. We are talking to our customers all the time. We’ve probably got the deepest and widest look of anyone in this industry. And I believe it’s just the beginning. As one of my key customers said: “The demand right now is insane.”

TSMC estimates that rising inflation costs and the two electricity price hikes for industrial users will knock off 1 percentage point from its gross margin in the future.

For more Taiwan news, tune in:
Sun to Fri at 9:30 pm on Channel 152
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台積電Q3優於財測! 毛利率近58% 魏哲家:AI需求是真的

2024-10-17

台積電法說會帶來利多消息，第三季營收超過7596億台幣，年增近4成，毛利率優於預期、高達57.8%，EPS 12.54元更創下單季新高。董事長魏哲家更親自回答，AI需求是真的，預估第四季依舊強勁。

[[聲源:台積電董事長暨總裁魏哲家]]
“無論大家說AI需求是真是假，我的判斷是真的。台積電一直與客戶保持聯繫，可能比產業中的任何人，有最深、最廣的觀點。我相信這只是需求的開端，就像我一位關鍵客戶說的，(AI晶片)需求瘋狂。

至於今年國內工業用電兩次調漲，加上通膨成本，台積電預估影響毛利率1個百分點。

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Exhibition shows international links in Taiwan’s journey to democracy

A new exhibition highlights Taiwan’s long journey towards democracy. It’s on at the National 228 Memorial Museum, to celebrate the 50-year anniversary of the World Federation of Taiwanese Associations. Visitors can see many historical documents on display in Taiwan for the first time, such as journals of Taiwanese Independence groups that operated outside Taiwan, during the period of martial law. It highlights the international connections that helped Taiwanese activists push for democracy, which was implemented in Taiwan in the 1990s.

Taiwanese singer Chu Yueh-hsin, better known by his stage name Pigheadskin, sings about longing for Taiwan while living overseas. This was the opening of the 50-year anniversary retrospective exhibition for the World Federation of Taiwanese Associations, held at the National 228 Memorial Museum. Lots of veteran democracy advocates turned out to mark the occasion.

Yao Chia-wen
Presidential Office advisor
Taiwan got lots of wrong ways of thinking from KMT education. It gave us lots of wrong ideas. Luckily, while we were abroad, our compatriots abroad gave us new ideas. Some of the guiding concepts and methods of the Formosa movement were brought back from overseas and taught to us.

Cheng Shao-fang
World Federation of Taiwanese Associations head
If it weren’t for you, we wouldn’t be here today. Let’s use this opportunity. There are 50 years of experience that we can take our time to look at and learn from. The most important thing is that we continue to fight with all our might for the spirit of this movement, to work together for this land, for Taiwan.

Throughout Taiwan’s half-century of martial law, overseas Taiwanese activists supported the democracy movement in Taiwan. The power of civil society gradually turned Taiwan from an oppressive authoritarian state into a free and democratic country. The exhibition includes never-before shown in Taiwan reproductions of the WTFA publication, “Taiwan Season Journal,” as well as “Courrier des Formosans,” the journal of the European Federation of Taiwanese Associations. There are also many documents about the movement by politically “blacklisted” expatriates to force their way back into Taiwan.

Hsu Ya-ling
Tour guide
Many people went on the blacklist for no apparent reason. So this shows what was happening behind the scenes, how they were monitored, how moles infiltrated their associations and reported their whereabouts to the authorities. “So-and-so got on such-and-such a bus, at this time, going to this destination,” and so on. They were obviously following their targets very closely.

Tour guides at the exhibition will show visitors around, hoping the event will raise awareness about the history of democracy in Taiwan.

For more Taiwan news, tune in:
Sun to Fri at 9:30 pm on Channel 152
Tue to Sat at 1 am on Channel 53

2024-10-17

TR launches healthier versions of nostalgic railway bentos

For decades, the Taiwan Railway’s bentos have been a staple of any good day trip around Taiwan. And now, new options have become available for health-conscious travelers. The railway has launched a lighter lunchbox featuring more veggies and less fried foods in collaboration with the Health Promotion Administration. The star of the dish is a tea-smoked chicken thigh, making for a tasty but less oily meal.

A massive pork chop, fried to perfection, seasoned and slathered in delicious gravy. Then there’s this mouthwatering slab of braised pork belly. The Taiwan Railway bentos have something for everyone, and now, there are even options for health-conscious passengers.

A tea-smoked chicken thigh is joined by greens and corn in the lunchbox. The Taiwan Railway has joined forces with the Health Promotion Administration to create this delicious and healthy chicken bento that does away with fried foods and processed meats. It has 25% more veggies, offers a fiber content 176% higher than other options, and contains 32% less fats.

Member of public
I tend to go for healthier options. It’s quite good and it’s not greasy.

Member of public
It’s a little too healthy and bland for my taste. For me, I’d pick the pork chop, it’s more flavorful, and I like stronger flavors.

Healthier food on the go is trending, and the TR is trying to reverse the public perception of oily railway bentos. The lighter meals are now for sale at the Taipei, Banqiao and Taoyuan railway stations. Only 100 sets will be available at lunch and dinner, twice each day.

Chang Wei-shan
TR bento nutritionist
We want this to be a continuation of the railway lunchboxes, nostalgic and delicious. The general public appreciates the old-timey taste of the bentos, and our goal is to make them more nutritious and tastier.

Healthy and delicious. But whether travelers will give up the heavier meals they’re used to remains to be seen.

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Sun to Fri at 9:30 pm on Channel 152
Tue to Sat at 1 am on Channel 53

2024-10-17

Annual military village festival in Taoyuan, to last until Oct. 20

The 2024 Taoyuan Military Village Festival kicked off on Oct. 5 this year. It’s now in its 24th edition, and will last until Oct. 20. The annual event commemorates a unique culture: that belonging to veterans and their dependents who’d come to Taiwan with the Nationalist government after World War II. During the first week of the festival, visitors participated in a street march at the Matsu New Village. This was only one of the many events that’ll allow visitors a glimpse into a bygone but unforgotten era.

The kids are all wearing a T-shirt and an afro wig with the national flag’s colorway, and waving the national flag. They’re all here to take part in the street march that’s part of the program in the 2024 Taoyuan Military Village Festival.

The current edition of the festival is centered on three themes: co-creation, re-evoking memories, and unlocking the secrets of military dependents’ villages. Events take place in the area formed by the three most famous military dependents’ villages in Taoyuan over the course of 16 days.

Su Chun-pin
Taoyuan deputy mayor
The annual military village festival kicks off on the eve of National Day. We’d like to express gratitude to the military personnel who’ve defended our country, the ROC. Because of the military villages and the many veterans and their dependents, Taoyuan is all the more diverse.

The festival kicked off its first week at the Matsu New Village, while the second week focuses on culinary experiences at the Taiwu New Village. In the final days of the festival, visitors can experience a typical day for former residents at the Xianguang Second Village.

Su Chun-pin
Taoyuan deputy mayor
From the Kamezilla public artwork to the street march, we’ve planned a series of events. We want to preserve the best of military village culture in Taiwan, whether it’s the cuisine, literature, culture, street plans and landscapes, and of course defending our country and our homes. We want these to be passed down from one generation to the next.

The history of military dependants’ villages is kept alive in Taoyuan, thanks to the many events during the annual military village festival.

For more Taiwan news, tune in:
Sun to Fri at 9:30 pm on Channel 152
Tue to Sat at 1 am on Channel 53

2024-10-17

Annual shopping extravaganza kicks off Oct. 24 in Taichung

The 2024 Taichung Shopping Festival will kick off on Oct. 24 and run until Dec. 25, just in time for the year-end holiday season. The sixth edition of the shopping extravaganza is setting its sights beyond Taiwan’s borders, with endorsements from the representatives of Japan, Belgium and Singapore in Taiwan. It’s not just any spending spree: the grand prize of the event is a property worth NT$10 million, and everyone regardless of nationality is eligible to win.

Together with the representatives of Belgium and Singapore on her either side, Taichung Mayor Lu Shiow-yen dances along to the theme music. This is the presser for the 2024 Taichung Shopping Festival, which has been a boon to the local economy every year. Now, for the sixth edition, Taichung is reaching out to the rest of the world, having even invited foreign representatives in Taiwan for endorsement.

The de facto ambassadors of Japan, Belgium and Singapore are the spokespersons this year, promoting delicacies from their home countries. In the past five editions, the festival created combined revenue of over NT$100 billion. This time, Taichung is looking to create a new record with enticing lucky draws, which are open to everyone, including international visitors. The biggest prize, as in previous years, is a property in the city.

Lu Shiow-yen
Taichung mayor
The grand prize is a property worth NT$10 million, and the smallest are cash prizes of NT$3,000 every day. We welcome everyone, not just international travelers, because that way we can learn more about foreign cultures. Taichung is filled with foreign cultures, that’s what characterizes us. This year’s edition is really special, it’s probably the first time in the ROC’s history that we’ve invited so many diplomatic representatives to feature in the promotional video, and also serve as event ambassadors.

With cash prizes every single day, and even bigger cash prizes every week, shoppers can sure win big. This year’s shopping festival will be even bigger and more international, with over 10,000 participating businesses offering discounts of their own of up to 50% off. It’ll sure make an exciting shopping spree!

For more Taiwan news, tune in:
Sun to Fri at 9:30 pm on Channel 152
Tue to Sat at 1 am on Channel 53

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Taiwanese girl band GENBLUE makes a big splash in the world of K-pop

The Taiwanese girl band GENBLUE has made quite a splash in the South Korean entertainment industry. GENBLUE is the first group of mainly Taiwanese performers to debut in the notoriously competitive K-pop industry. Its six members are mostly still in their teens. They’re living and working in Korea, going through a rigorous training program. And their first song garnered 12 million plays in one month – a promising start. The group members sat down for an interview, in which they shared about the joys and struggles of getting into K-pop.

The members of GENBLUE greet fans in Taiwanese. They’re incredible dancers, but their natural, unaffected interviews have won many fans’ hearts.

Ayeon is the only South Korean member of the group. She shares that her favorite Taiwanese food is mango ice, in Taiwanese. All the members of the group have a gruelling regime of training every day in South Korea.

Yuan
Member of GENBLUE
Sometimes we’ve done a single move many times but I will still forget it. So I have to rely on them to help me, and maybe tell me, “You should do this part like this, it will be better.” That’s the only way I can realize, “Oh! It’s like that!” And then once I’ve seen it I can make progress.

Nico
Member of GENBLUE
There are so many lessons prepared for us each day! When we first started training, I really felt like, “This is tiring! I miss home!”

Ayako is known for her endlessly sunny attitude. But she shared the top thing that has bothered her so far.

Ayako
Member of GENBLUE
I don’t really mind if people criticize me. I just think, “Okay, no biggie.” But what really stuck with me was, once someone wrote this huge article, and praised everyone in the group one by one. And I thought at the end of the article it would be my turn. But it just said, “Ayako is pretty.” Period. I was devastated for ages! I thought, “Am I really that invisible?!”

XXIN
Member of GENBLUE
We just have to keep getting closer and closer toward our long-term goals, no matter how the process goes. And I hope that we can all support each other on this journey.

Lili
Member of GENBLUE
I’ve suddenly got all these new sisters! I really think of them like my family. So I’m very grateful to you all for your company in this time, and from here on let’s work hard together!

The group has broken into the top six pop music shows in South Korea. Their first song in Korean gained over 12 million plays in just one month. These performers are still, on average, under the age of 20. Their many fans are wondering what kind of spectacular performances they might come out with, as their careers blossom.

For more Taiwan news, tune in:
Sun to Fri at 9:30 pm on Channel 152
Tue to Sat at 1 am on Channel 53

2024-10-17