TSMC shares have taken a rare plunge, which has to do with Huawei.?
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2023-10-11 18:01:11
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Since June this year, TSMC's share price has been in a pattern of falling and falling.。TSMC's share price has now fallen 11% from its June high, wiping $77 billion off its market value.。You know, TSMC's market capitalization at the time of its IPO was only $45 billion, and its total revenue in fiscal 2022 was only $76 billion, so it can be said that TSMC lost its total revenue for the entire fiscal 2022 in just a few months.。Even if you look at all of Asia, there is no stock that has lost more than TSMC。However, as an artificial intelligence year, sitting on Apple, Qualcomm, Nvidia and other well-known enterprises contract orders TSMC, how can there be a rare plunge??One theory is that TSMC's plunge may be related to the maturity of related industrial chains in China, including the emergence of the Huawei Mate 60 series。As we all know, Huawei has been sanctioned by the United States in the past three years, which has also led to TSMC's inability to supply its own semiconductor products to this important customer.。Originally, Americans thought that as long as the chip is cut off, Huawei can no longer make decent mobile phone products in the short term, as a result, the emergence of the Huawei Mate 60 series completely shattered the beautiful fantasy of the old beauty.。Who would have thought that Huawei not only used the 5-nanometer process of the Kirin 9000S chip, but also after three years in the mobile phone products again equipped with 5G technology, which means that in China, it is likely to have produced a relatively mature industrial chain, can help Huawei effectively deal with the risk of "stuck neck" of the United States.。Learned apprentice starved to death master, Huawei built a 5-nanometer chip can be anxious to destroy TSMC, because this will mean that TSMC will permanently lose Huawei this important customer, making its already grim financial performance worse.。From January to August this year, TSMC's cumulative revenue fell by more than 5%, and August's revenue created TSMC's worst financial performance since its inception.。
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