TSM Taiwan Semiconductor Manufacturing Company Limited 로딩 중... : 애널리스트의 강세 및 약세 의견
Q 실적 발표에서차트 로딩 중...
최고 콜
피드
12:00
8월 4일
8월 4일
Fab utilization rates for advanced logic are tracking in the mid-80% range, mainstream low-80s, DRAM high-80s, and NAND low-80s, indicating strong broad-based industry demand. — High utilization rates across logic and memory suggest strong demand for foundry services and memory products, potentially easing concerns about oversupply.
중간
13:00
2월 26일
2월 26일
Advanced packaging exposure is only ~10% of Qnity net sales, but is growing >20% and is one of the key growth drivers for 2026, indicating a significant content TAM expansion adjacent to the core semi business. — Indicates advanced packaging is a critical growth engine for the entire semiconductor supply chain, not just Qnity, and suggests supply chain adjustments are underway to support this growth.
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 2개를 추적합니다. 최근 발언자: John Kemp.