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美股异动 | 台积电跌4% 高盛称明年产能利用率仅90%

Changes in US stocks | TSMC fell by 4% Goldman Sachs Group said that the utilization rate of capacity next year was only 90%.

Gelonghui Finance ·  Jun 30, 2022 22:45
Taiwan Semiconductor Manufacturing Co Ltd (TSM.US) fell 4.22% to US $80.12 on June 30, with a total market capitalization of US $415.5 billion, down nearly 80 per cent from its peak in mid-January 2022. This week, people in the industry said Taiwan Semiconductor Manufacturing Co Ltd would start in January and the prices of most processes would rise by 6 per cent. Goldman Sachs Group Securities yesterday believed that with the fluctuation of terminal demand, the capacity utilization of Taiwan Semiconductor Manufacturing Co Ltd's 8-inch and 12-inch wafer factories will fall to 89% and 91% respectively next year. Goldman Sachs Group is the first securities firm that believes that Taiwan Semiconductor Manufacturing Co Ltd's capacity utilization will decline. In spite of this, Goldman Sachs Group is still optimistic that Taiwan Semiconductor Manufacturing Co Ltd will be able to raise prices, and Taiwan Semiconductor Manufacturing Co Ltd is expected to maintain a growth rate of 14.2% in 2023. In addition, Samsung Electronics announced on its website that the company's Huacheng factory in South Korea has begun mass production of 3nm process semiconductor chips, which is the first company in the world to mass produce 3nm chips. Market analysis believes that on the node of the new generation of chip technology, Samsung successfully overtook Taiwan Semiconductor Manufacturing Co Ltd in the corner and won the 3nm chip market first.

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