TSM Taiwan Semiconductor Manufacturing Company Limited 로딩 중... : 애널리스트의 강세 및 약세 의견
AAPL 실적 발표에서차트 로딩 중...
최고 콜
피드
21:00
7월 30일
7월 30일
Apple's supply constraints on advanced SOC nodes are driven by demand exceeding expectations for iPhone and Mac, with limited supply chain flexibility. — Strong iPhone/Mac demand is straining TSMC's advanced node capacity, likely benefiting TSMC but could limit Apple's ability to meet demand.
중간
21:00
4월 30일
4월 30일
Apple's commitment to purchase well over 100 million advanced chips from TSMC's Arizona facility indicates a multi-year, multi-billion-dollar anchor order for leading-edge nodes, strengthening TSMC's fab utilization and pricing leverage. — Reinforces TSMC's revenue visibility and U.S. fab ramp, while also signaling Apple's de-risking of geopolitical supply chain exposure.
높음
22:00
1월 29일
1월 29일
Apple's iPhone supply for the March quarter is constrained not by memory but by a shortage of capacity for advanced nodes (e.g., 3nm) needed for its latest SOCs. The constraint is a direct result of the 23% growth in Q1, which left less flexibility in the supply chain. — This confirms TSMC's advanced node capacity (especially 3nm) is the bottleneck for Apple's flagship smartphone, suggesting TSMC retains exceptional pricing power and is likely sold out for the first half of the year.
중간
TSM 애널리스트 커버리지
Buzzberg는 1개 소스에서 TSM (Taiwan Semiconductor Manufacturing Company Limited)을 추적합니다. 애널리스트 1명의 강세 콜 0개와 약세 콜 0개가 있습니다. 심리가 팽팽하게 나뉘었습니다. 총 거래 아이디어 3개를 추적합니다. 최근 7일: 관찰 1개. 최근 발언자: Tim Cook.