【米国株】TSMC決算：米アリゾナ工場へ1000億ドルの追加投資。収益悪化で目標株価引き下げへ【決算レポート】（今中能夫）【楽天証券トウシル】

トウシル [楽天証券]

チャンネル登録者数 40万人

5705 回視聴・ 162いいね・ 2025/04/21

【米国株】TSMC決算：米アリゾナ工場へ1000億ドルの追加投資。収益悪化で目標株価引き下げへ【決算レポート】（今中能夫）【楽天証券トウシル】

*This video was recorded on Monday, April 21, 2025.

👇Click here for Toushiru's article
TSMC financial results: Additional investment of $100 billion in Arizona plant. Lowering target share price due to deteriorating profits
media.rakuten-sec.net/articles/-/48608

🕒Time schedule
00:00 Opening
00:29 TSMC performance (quarterly)
02:45 TSMC sales by field: Compared to previous quarter / TSMC sales composition by field
03:43 TSMC sales by technology 1
04:17 TSMC sales by technology 2
05:07 TSMC wafer shipment volume, sales per wafer
05:25 TSMC: Quarterly capital expenditures, annual capital expenditures
06:01 TSMC AI semiconductor sales
08:26 TSMC performance (fiscal year)
11:19 Plan to make additional investment of about US$100 billion in Arizona factory 1
14:00 Plan to make additional investment of about US$100 billion in Arizona factory 2
15:31 Plan to make additional investment of about US$100 billion in Arizona factory 3
17:34 Plan to make additional investment of about US$100 billion in Arizona factory 4
19:28 TSMC (TSM, Taiwan, NYSE ADR)

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