
At its board meeting on Tuesday, TSMC approved a second-quarter cash dividend of NT$5 per share and capital expenditures totaling NT$619.8 billion. Though the company’s shares surged to a new high of NT$1,200 on Wednesday, media attention focused on three issues that were conspicuously missing from the meeting agenda. They are the recent alleged trade secret leak, the company’s expanded investments in the US, and a rumored joint venture with Intel. Let’s hear more.
Jefferey Chiu
Ansforce
Trump seems to be insisting that TSMC invest in Intel. But that’s just media speculation. TSMC has no interest in that kind of move, so naturally the issue wasn’t brought up at the board meeting. And the leak is already being investigated by the judiciary, so the company won’t make any public statements on it or provide more information on the matter.
Wang Chieh-min
Financial analyst
Foreign investors are trying to push up TSMC shares to NT$1,300. But that’s over the course of a year. TSMC is very confident about the future, especially with its new capital expenditures. Now that shares are beyond the NT$1,200 mark, there could be even more gains.
The company also announced that it plans to fully phase out production of 6-inch wafers within the next two years. Meanwhile, it will continue to consolidate production capacity of 8-inch wafers. The company reiterated that the move would not impact its financial targets, and expects a 30% revenue increase this year.
For more Taiwan news, tune in:
Mon to Fri at 9:30 pm on Channel 152
Tue to Sat at 1 am on Channel 53
#tsmc #tech #semiconductors #chips #finance #boardmeeting
台積電召開董事會,會中決議第二季發放現金股利5元、資本支出6198億,同時還宣布,未來2年內退出6吋晶圓製造。股價今天(13日)衝上歷史新高,收在1200元。眾所矚目的2奈米洩密案、加碼美國投資、合資英特爾三大議題則都沒有列進董事會報告,引發關注。
[[知識力科技公司執行長 曲建仲]]
“川普總統似乎有意要讓台積電去投資英特爾,但畢竟這個是媒體的臆測啦,對台積電來說他對這些事情一定是完全沒有興趣,董事會當然不會去談這件事情啦。洩密案目前是已經進入司法調查程序,那以公司的立場,當然不會特別針對這個案子,再提供任何的資訊。”
[[財經專家 汪潔民]]
“外資的看法都一致性是朝向1300塊的方向進行,不過這是以一年的角度來計算。台積電是信心滿滿,因為它又提出了新的資本支出。一旦突破1200塊錢,它可能還有更好的一個空間。
台積電也宣布未來2年內逐步退出6吋晶圓製造,持續整併8吋晶圓產能,強調不僅不會影響財報目標,今年營收還會成長3成。
更多新聞內容,請鎖定:
民視台灣台(152頻道)週一至週五晚上9:30
民視新聞台(53頻道)週二至週六凌晨1:00
Related News