Por que o preço das ações de TAIWAN SEMICONDUCTOR MANUFACTURING CO. está subindo?
Os otimistas dizem
Artificial intelligence demand
Analyst notes rising demand for artificial intelligence accelerators and related chips is expected to drive stronger long-term sales prospects for the company.
Advanced process node ramp
Analyst highlights a rapid ramp of the newest process nodes and higher utilization from product refresh cycles is materially boosting manufacturing revenue.
Advanced packaging expansion
Analyst points to expansion of advanced packaging offerings and increased packaging capacity as a way to capture demand from high-performance and artificial intelligence customers.
Depreciation and margin pressure
Analyst warns elevated depreciation from new capacity and dilution from overseas fabs could compress gross margins and pressure profitability.
Capital expenditure and cash flow
Analyst cautions rising equipment costs and aggressive capital spending may force higher capital expenditures and strain free cash flow.
I/O and system performance risk
Analyst highlights a potential imbalance between compute scaling and input/output capability that could constrain system performance if connectivity and photonics solutions do not scale as expected.
