Capital expenditure is expected to increase

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Morgan Stanley predicts that TSMC's first-quarter revenue may decline by 5% due to the seasonality of the iPhone. Despite this, the company expects full-year revenue to still grow, but the growth rate may be lower than 20%.

"TSMC typically provides conservative guidance at the beginning of the year, but then exceeds expectations," wrote analyst Charlie Chan . The company raised its growth forecast for 2024, and TSMC may take a more conservative stance again at the beginning of the new year.

In the long term, TSMC is pursuing rapid international expansion and expects capital spending to increase by 2025 from about $30 billion last year.

TSMC plans to build more factories in Europe, focusing on the artificial intelligence chip market, according to a senior Taiwanese official. In addition, TSMC is also building new factories in Japan, Arizona and Germany .

In terms of stock price performance, TSMC's market value gambling data russia has almost doubled in the past year , and TSMC's stock has risen by 92% in total in 2024 .

The stock price rose by more than 247%! Junwei Electronics was listed on the Growth Enterprise Market, with a total market value of over 9.6 billion yuan

Glodon learned that on January 10, Junwei Electronics (301458) was listed on the Growth Enterprise Market with an issue price of 10.4 yuan per share. The issue price-earnings ratio was 32.82 times, which was lower than the industry price-earnings ratio of 40.4 times. After the call-back, the winning rate of this online issuance was about 0.022%, and the effective subscription multiple exceeded 4456 times. As of press time, its stock price has risen by more than 247%, and its latest market value exceeds 9.6 billion yuan.

Junwei Electronics was established in 2014. Since its establishment, it has focused on the research, development, production and sales of current sensing precision resistors and chip-type chip fuse products. Its main customer groups include companies in multiple fields including smartphone terminals, computer terminals, home appliances, batteries, PD fast charging, power supplies, and industry. Its products have been successfully used in products of brands such as Samsung, Xiaomi, Lenovo, Gree, and Hikvision.