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McWes

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- McWesMcWes
  ·2021-08-04
  EV Stock!!
  非常抱歉，此主贴已删除
  538 1
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- McWesMcWes
  ·2021-07-25
  Agreed
  非常抱歉，此主贴已删除
  631 1
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- McWesMcWes
  ·2021-07-22
  Thank for the info
  Nasdaq Sees $1.5 Billion of Demand for New Trading Platform
  (Bloomberg) -- Nasdaq Inc.’s new trading venue for closely held companies has plans to grow quickly
  Nasdaq Sees $1.5 Billion of Demand for New Trading Platform
  416 评论
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- McWesMcWes
  ·2021-07-22
  Like pls
  非常抱歉，此主贴已删除
  639 3
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- McWesMcWes
  ·2021-07-21
  Like pls
  非常抱歉，此主贴已删除
  545 评论
  5
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- McWesMcWes
  ·2021-07-15
  It is really promising.
  Taiwan Semiconductor Manufacturing Reports Earnings Thursday. Here’s What to Expect.
  With any luck, investors will get some fresh insight about the global chip shortage Thursday when Ta
  Taiwan Semiconductor Manufacturing Reports Earnings Thursday. Here’s What to Expect.
  533 评论
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- McWesMcWes
  ·2021-07-13
  Like and comment pls
  非常抱歉，此主贴已删除
  417 1
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- McWesMcWes
  ·2021-07-12
  Like and share
  非常抱歉，此主贴已删除
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- McWesMcWes
  ·2021-07-12
  Good move Elon!
  非常抱歉，此主贴已删除
  721 评论
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- McWesMcWes
  ·2021-07-11
  No point to replace. But a new one is their objective.
  非常抱歉，此主贴已删除
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Stock!!","listText":"EV Stock!!","text":"EV Stock!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/890026353","repostId":"2156282201","repostType":4,"isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177997172,"gmtCreate":1627174418596,"gmtModify":1631891476142,"author":{"id":"3575537958076350","authorId":"3575537958076350","name":"McWes","avatar":"https://static.tigerbbs.com/d5e2759867585d32f8e2f72ef14a0a59","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575537958076350","idStr":"3575537958076350"},"themes":[],"htmlText":"Agreed","listText":"Agreed","text":"Agreed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/177997172","repostId":"1109439356","repostType":4,"isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172361241,"gmtCreate":1626937287683,"gmtModify":1631891476151,"author":{"id":"3575537958076350","authorId":"3575537958076350","name":"McWes","avatar":"https://static.tigerbbs.com/d5e2759867585d32f8e2f72ef14a0a59","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575537958076350","idStr":"3575537958076350"},"themes":[],"htmlText":"Thank for the info","listText":"Thank for the info","text":"Thank for the info","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172361241","repostId":"1196003219","repostType":4,"repost":{"id":"1196003219","kind":"news","pubTimestamp":1626937070,"share":"https://www.laohu8.com/m/news/1196003219?lang=&edition=full","pubTime":"2021-07-22 14:57","market":"us","language":"en","title":"Nasdaq Sees $1.5 Billion of Demand for New Trading Platform","url":"https://stock-news.laohu8.com/highlight/detail?id=1196003219","media":"Bloomberg","summary":"(Bloomberg) -- Nasdaq Inc.’s new trading venue for closely held companies has plans to grow quickly ","content":"<p>(Bloomberg) -- Nasdaq Inc.’s new trading venue for closely held companies has plans to grow quickly and go global, Chief Executive Officer Adena Friedman said Wednesday.</p>\n<p>The platform could capture $500 million to $1.5 billion of market demand, Friedman said in a Bloomberg Television interview Wednesday. Nasdaq announced the joint venture with SVB Financial Group, Citigroup Inc., Goldman Sachs Group Inc. and Morgan Stanley on Tuesday.</p>\n<p>We “see a huge opportunity in the private-liquidity landscape,” Friedman said. Companies are looking at staying private longer while finding ways to provide liquidity for investors and employees, she said. The total opportunity has yet to be determined but is “very large.”</p>\n<p>Demand for investing in private companies has grown in recent years along with a boom in novel ways to bring them public, including the use of blank-check firms. Nasdaq said its platform will give closely held companies, brokers and investors the ability to access, manage and execute their stock transactions through a global marketplace, which will in turn increase liquidity.</p>\n<p>Nasdaq is considering expanding the joint venture over time with additional banks who can contribute investment dollars to the business, particularly overseas, executives said on a call with analysts earlier Wednesday. The New York-based company is looking to eventually take the platform worldwide, which would require accreditation for institutional investors, they said.</p>\n<p>The program isn’t yet “a global platform at this point, but it’s certainly something we have on the agenda,” Friedman said on the call.</p>\n<p>Nasdaq, which is contributing its Nasdaq Private Market to the joint venture, will remain the largest shareholder of the standalone company after the deal is completed, Friedman said. The business reported $20 million in revenue over the past 12 months.</p>\n<p>The joint venture should be completed quickly, with approval already underway, Friedman said. “We’re seeing a lot of interesting and additional interest from institutional investors and other shareholders to use the Nasdaq Private Market for price discovery, continuous trading” and other programs, she said.</p>\n<p>Shares of Nasdaq rose as much as 3.4% Wednesday morning after the company reported that second-quarter revenue climbed 21% from a year earlier, supported by growth in its market-services and solutions divisions.</p>\n<p>Looking ahead, Nasdaq hopes to have a more “direct relationship” with retail brokers and have order flow come directly to Nasdaq, Friedman said on Bloomberg Television. In Europe, where the company owns and operates markets in Nordic countries, most retail volume comes directly, and those orders “get to be part of the price discovery,” she said.</p>\n<p>Also among Friedman’s comments from the television interview:</p>\n<p>Demand for public-market listings is “as strong” as it was six months ago, she said.China’s reworked foreign listing rules may have an impact on Nasdaq “in the short term” as new criteria are developed, Friedman said. “But we continue to have very active dialog with Chinese companies expecting to be able to come to the U.S. markets in the second half of the year.”</p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nasdaq Sees $1.5 Billion of Demand for New Trading Platform</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNasdaq Sees $1.5 Billion of Demand for New Trading Platform\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 14:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/nasdaq-sees-1-5-billion-143354547.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Nasdaq Inc.’s new trading venue for closely held companies has plans to grow quickly and go global, Chief Executive Officer Adena Friedman said Wednesday.\nThe platform could capture $...</p>\n\n<a href=\"https://finance.yahoo.com/news/nasdaq-sees-1-5-billion-143354547.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/nasdaq-sees-1-5-billion-143354547.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196003219","content_text":"(Bloomberg) -- Nasdaq Inc.’s new trading venue for closely held companies has plans to grow quickly and go global, Chief Executive Officer Adena Friedman said Wednesday.\nThe platform could capture $500 million to $1.5 billion of market demand, Friedman said in a Bloomberg Television interview Wednesday. Nasdaq announced the joint venture with SVB Financial Group, Citigroup Inc., Goldman Sachs Group Inc. and Morgan Stanley on Tuesday.\nWe “see a huge opportunity in the private-liquidity landscape,” Friedman said. Companies are looking at staying private longer while finding ways to provide liquidity for investors and employees, she said. The total opportunity has yet to be determined but is “very large.”\nDemand for investing in private companies has grown in recent years along with a boom in novel ways to bring them public, including the use of blank-check firms. Nasdaq said its platform will give closely held companies, brokers and investors the ability to access, manage and execute their stock transactions through a global marketplace, which will in turn increase liquidity.\nNasdaq is considering expanding the joint venture over time with additional banks who can contribute investment dollars to the business, particularly overseas, executives said on a call with analysts earlier Wednesday. The New York-based company is looking to eventually take the platform worldwide, which would require accreditation for institutional investors, they said.\nThe program isn’t yet “a global platform at this point, but it’s certainly something we have on the agenda,” Friedman said on the call.\nNasdaq, which is contributing its Nasdaq Private Market to the joint venture, will remain the largest shareholder of the standalone company after the deal is completed, Friedman said. The business reported $20 million in revenue over the past 12 months.\nThe joint venture should be completed quickly, with approval already underway, Friedman said. “We’re seeing a lot of interesting and additional interest from institutional investors and other shareholders to use the Nasdaq Private Market for price discovery, continuous trading” and other programs, she said.\nShares of Nasdaq rose as much as 3.4% Wednesday morning after the company reported that second-quarter revenue climbed 21% from a year earlier, supported by growth in its market-services and solutions divisions.\nLooking ahead, Nasdaq hopes to have a more “direct relationship” with retail brokers and have order flow come directly to Nasdaq, Friedman said on Bloomberg Television. In Europe, where the company owns and operates markets in Nordic countries, most retail volume comes directly, and those orders “get to be part of the price discovery,” she said.\nAlso among Friedman’s comments from the television interview:\nDemand for public-market listings is “as strong” as it was six months ago, she said.China’s reworked foreign listing rules may have an impact on Nasdaq “in the short term” as new criteria are developed, Friedman said. “But we continue to have very active dialog with Chinese companies expecting to be able to come to the U.S. markets in the second half of the year.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172361923,"gmtCreate":1626937235362,"gmtModify":1631891476162,"author":{"id":"3575537958076350","authorId":"3575537958076350","name":"McWes","avatar":"https://static.tigerbbs.com/d5e2759867585d32f8e2f72ef14a0a59","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575537958076350","idStr":"3575537958076350"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/172361923","repostId":"2153477496","repostType":4,"isVote":1,"tweetType":1,"viewCount":639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178868779,"gmtCreate":1626797913891,"gmtModify":1631891476176,"author":{"id":"3575537958076350","authorId":"3575537958076350","name":"McWes","avatar":"https://static.tigerbbs.com/d5e2759867585d32f8e2f72ef14a0a59","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575537958076350","idStr":"3575537958076350"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178868779","repostId":"2152657163","repostType":4,"isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147052867,"gmtCreate":1626322540859,"gmtModify":1631891476200,"author":{"id":"3575537958076350","authorId":"3575537958076350","name":"McWes","avatar":"https://static.tigerbbs.com/d5e2759867585d32f8e2f72ef14a0a59","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575537958076350","idStr":"3575537958076350"},"themes":[],"htmlText":"It is really promising.","listText":"It is really promising.","text":"It is really promising.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147052867","repostId":"1138248041","repostType":4,"repost":{"id":"1138248041","kind":"news","pubTimestamp":1626319474,"share":"https://www.laohu8.com/m/news/1138248041?lang=&edition=full","pubTime":"2021-07-15 11:24","market":"us","language":"en","title":"Taiwan Semiconductor Manufacturing Reports Earnings Thursday. Here’s What to Expect.","url":"https://stock-news.laohu8.com/highlight/detail?id=1138248041","media":"Barron's","summary":"With any luck, investors will get some fresh insight about the global chip shortage Thursday when Ta","content":"<p>With any luck, investors will get some fresh insight about the global chip shortage Thursday when Taiwan Semiconductor Manufacturing reports earnings—and about whether the company is still on track to pour billions into meeting demand.</p>\n<p>But if the chip maker’s executives stick with their tradition of being tight-lipped, investors might not get much more than the numbers for insight.</p>\n<p>Wall Street has high expectations for Taiwan Semi (ticker: TSM), which is set to release second-quarter results before the opening bell.</p>\n<p>The consensus calls for earnings to grow nearly 13% to NT$5.24 a share on revenue of NT$371.7 billion ($13.3 billion), an increase of 19% compared to the year-ago period. Revenue is all but a lock because Taiwan Semi discloses its monthly figure every month—that sum is about NT$372 billion.</p>\n<p>Earlier this year, Taiwan Semi executives increased the company’s 2021 capital spending plan to $30 billion, from an expected $25 billion to $28 billion—and put the three-year figure at $100 billion.</p>\n<p>The company will divert most of the capital spending cash to building manufacturing capacity for its most advanced processors used by Advanced Micro Devices (AMD), Apple (AAPL), and Intel (INTC).</p>\n<p>J.P. Morgan analyst Gokul Hariharan expects Apple to contribute a hefty amount to Taiwan Semi’s sales since Apple’s new iPhone and Mac processors are manufactured by Taiwan chip giant. The analyst didn’t offer an dollar estimate, though.</p>\n<p>Bernstein analyst Mark Li sees a risk for Taiwan Semi in the possible slowing of demand for smartphone and cryptocurrency mining chips. He softened his assessment, however, by pointing out that the company’s older processing manufacturing capacity would be full, and that Apple could be expected to make a big contribution to third-quarter revenue. Li predicts Taiwan Semi may grow revenue about 15% in 2022.</p>\n<p>If Taiwan Semi executives do talk about the future, they could touch on the company’s new 3-nanometer production technology. Intel and Apple may be the first two companies to adopt the technology, according to Nikkei Asia, a financial news website. Mass production is set to begin in 2022, with Intel taking more chip volume than Apple, the report said.</p>\n<p>New Street Research analyst Pierre Ferragu writes that Intel’s decision to outsource production to Taiwan Semi “remains more tactical than strategic.” Given the report in Nikkei, Intel appears to be adopting the production technology ahead of AMD, Ferragu said.</p>\n<p>Of the analysts that cover Taiwan Semi, 34 rate the stock a Buy, and three have Hold ratings. There are no Sell ratings. The average target price for American depositary receipts is $146.18, which implies upside of about 17%.</p>\n<p>Taiwan Semi shares advanced roughly 90% this year, as the PHLX Semiconductor index, or Sox, gained about 63%.</p>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Taiwan Semiconductor Manufacturing Reports Earnings Thursday. Here’s What to Expect.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTaiwan Semiconductor Manufacturing Reports Earnings Thursday. Here’s What to Expect.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-15 11:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/taiwan-semiconductor-manufacturing-earnings-51626299252?mod=hp_LATEST><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>With any luck, investors will get some fresh insight about the global chip shortage Thursday when Taiwan Semiconductor Manufacturing reports earnings—and about whether the company is still on track to...</p>\n\n<a href=\"https://www.barrons.com/articles/taiwan-semiconductor-manufacturing-earnings-51626299252?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"https://www.barrons.com/articles/taiwan-semiconductor-manufacturing-earnings-51626299252?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138248041","content_text":"With any luck, investors will get some fresh insight about the global chip shortage Thursday when Taiwan Semiconductor Manufacturing reports earnings—and about whether the company is still on track to pour billions into meeting demand.\nBut if the chip maker’s executives stick with their tradition of being tight-lipped, investors might not get much more than the numbers for insight.\nWall Street has high expectations for Taiwan Semi (ticker: TSM), which is set to release second-quarter results before the opening bell.\nThe consensus calls for earnings to grow nearly 13% to NT$5.24 a share on revenue of NT$371.7 billion ($13.3 billion), an increase of 19% compared to the year-ago period. Revenue is all but a lock because Taiwan Semi discloses its monthly figure every month—that sum is about NT$372 billion.\nEarlier this year, Taiwan Semi executives increased the company’s 2021 capital spending plan to $30 billion, from an expected $25 billion to $28 billion—and put the three-year figure at $100 billion.\nThe company will divert most of the capital spending cash to building manufacturing capacity for its most advanced processors used by Advanced Micro Devices (AMD), Apple (AAPL), and Intel (INTC).\nJ.P. Morgan analyst Gokul Hariharan expects Apple to contribute a hefty amount to Taiwan Semi’s sales since Apple’s new iPhone and Mac processors are manufactured by Taiwan chip giant. The analyst didn’t offer an dollar estimate, though.\nBernstein analyst Mark Li sees a risk for Taiwan Semi in the possible slowing of demand for smartphone and cryptocurrency mining chips. He softened his assessment, however, by pointing out that the company’s older processing manufacturing capacity would be full, and that Apple could be expected to make a big contribution to third-quarter revenue. Li predicts Taiwan Semi may grow revenue about 15% in 2022.\nIf Taiwan Semi executives do talk about the future, they could touch on the company’s new 3-nanometer production technology. Intel and Apple may be the first two companies to adopt the technology, according to Nikkei Asia, a financial news website. Mass production is set to begin in 2022, with Intel taking more chip volume than Apple, the report said.\nNew Street Research analyst Pierre Ferragu writes that Intel’s decision to outsource production to Taiwan Semi “remains more tactical than strategic.” Given the report in Nikkei, Intel appears to be adopting the production technology ahead of AMD, Ferragu said.\nOf the analysts that cover Taiwan Semi, 34 rate the stock a Buy, and three have Hold ratings. There are no Sell ratings. The average target price for American depositary receipts is $146.18, which implies upside of about 17%.\nTaiwan Semi shares advanced roughly 90% this year, as the PHLX Semiconductor index, or Sox, gained about 63%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142386138,"gmtCreate":1626132698124,"gmtModify":1631891476210,"author":{"id":"3575537958076350","authorId":"3575537958076350","name":"McWes","avatar":"https://static.tigerbbs.com/d5e2759867585d32f8e2f72ef14a0a59","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575537958076350","idStr":"3575537958076350"},"themes":[],"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/142386138","repostId":"2151537170","repostType":4,"isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142011652,"gmtCreate":1626103463176,"gmtModify":1631891476221,"author":{"id":"3575537958076350","authorId":"3575537958076350","name":"McWes","avatar":"https://static.tigerbbs.com/d5e2759867585d32f8e2f72ef14a0a59","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575537958076350","idStr":"3575537958076350"},"themes":[],"htmlText":"Like and share","listText":"Like and share","text":"Like and share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/142011652","repostId":"2150314405","repostType":4,"isVote":1,"tweetType":1,"viewCount":545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142013674,"gmtCreate":1626103403898,"gmtModify":1631891476232,"author":{"id":"3575537958076350","authorId":"3575537958076350","name":"McWes","avatar":"https://static.tigerbbs.com/d5e2759867585d32f8e2f72ef14a0a59","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575537958076350","idStr":"3575537958076350"},"themes":[],"htmlText":"Good move Elon!","listText":"Good move Elon!","text":"Good move Elon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/142013674","repostId":"2150313455","repostType":4,"isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148716343,"gmtCreate":1626016332682,"gmtModify":1631883982880,"author":{"id":"3575537958076350","authorId":"3575537958076350","name":"McWes","avatar":"https://static.tigerbbs.com/d5e2759867585d32f8e2f72ef14a0a59","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575537958076350","idStr":"3575537958076350"},"themes":[],"htmlText":"No point to replace. But a new one is their objective.","listText":"No point to replace. But a new one is their objective.","text":"No point to replace. But a new one is their objective.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/148716343","repostId":"1166379040","repostType":4,"isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}