尽管在出口管制方面存在挑战,但技术控制中心在AI芯片需求、能力扩大和增加其红利等方面取得了强有力的Q3成果。 TSMC posted strong Q3 results on AI chip demand, expanded capacity, and raised its dividend, despite export control challenges.

TSMC报告Q3收入强劲,EPS为3.11美元,收入为306.5亿美元, TSMC reported strong Q3 earnings with $3.11 EPS and $30.65 billion in revenue, driven by high demand for AI chips, while expanding its southern Taiwan "mega fab" to boost advanced node capacity. 尽管美国-中国的出口管制在减少中国货物和一些机构销售方面面临着近期挑战,但该公司仍然保持着坚实的基本面、1.83万亿美元的市场上限以及协商一致的“Buy”评级391.43美元的目标。 Despite near-term challenges from U.S.-China export controls reducing China-bound shipments and some institutional selling, the company maintains solid fundamentals, a $1.83 trillion market cap, and a consensus "Buy" rating with a $391.43 target. 它宣布季度红利为0.9503美元,收益率为1.1%。 It declared a $0.9503 quarterly dividend, yielding 1.1%.