Double Week Company (2022.6.1—2022.6.15)

TSMC turned to 1.4 nanometer

Recently, some Taiwan media reported that the TSMC's 3 -nanometer process will be mass -produced in August this year, but in order to obtain hegemony to obtain the hegemony and prevent Intel from killing the order, TSMC decided to switch to the 1.4 nanometer development of the 3 -nanometer. The new page of history was unveiled in the nanometer era.

Next, TSMC must suppress Intel in the development of advanced process development to break through the 2 -nanometer technology to strive for the threat of Apple's new generation processor to continue to maintain its leading advantage in the field of wafer foundry.

Semiconductor manufacturers' competition for advanced processes has reached the extreme. Wei Zhejia, President of TSMC, said at the financial report that the company's 2NM process is under research and development. If according to preliminary planning, the trial production will be at the end of 2024, and the fastest will be invested in mass production in 2025. However, Intel said earlier that it would complete the design of Intel 18A (about 1.8nm) in the second half of this year, and the original mass production time was advanced from 2025 to 2024. It is not difficult to understand, TSMC's source of concern.

In the first quarter of TSMC's financial report, the company realized revenue of NT $ 491.08 billion (about RMB 111.32 billion), an increase of 35.5%year -on -year, exceeding the previous expected upper limit; net profit was NT $ 202.77 billion (about RMB 45.96 billion). , Year -on -year increased by 45.1%. At the TSMC investor meeting on June 8, Liu Deyin, chairman of TSMC, said that as the digital process accelerated and TSMC maintained technical leadership in the semiconductor field, the company was entering the stage of high -structural growth. In the second quarter, the merger revenue was approximately 17.6 billion to 18.2 billion US dollars, with a gross profit margin of 56%to 58%, and a net interest rate of 45%to 47%.

BYD's market value surpasses the public, ranking third in the world

On June 7, the latest list of market value of global car companies showed that BYD surpassed Volkswagen Group and jumped to third place, with a total market value of US $ 127.23 billion, becoming the only Chinese car company in the top 10 lists. In the list, Tesla still dominated the list with a market value of US $ 740.58 billion. Followed by the old car company Toyota Motor, the market value was 227.52 billion US dollars. After the Volkswagen Group ranked after BYD, the market value was $ 116.86 billion. Recently, BYD has a strong momentum. While the monthly sales have continuously exceeded the "100,000+", the company's stock price has also risen continuously. As of the closing of June 7, BYD A shares reported 314.89 yuan/share, which was close to historical highs, and rebounded more than 50 % from the previous low.

Ali Pictures first achieved a profit for the first time in fiscal year in fiscal year

On June 1, Ali Pictures released the 2021/2022 fiscal year. As of March 31, 2022, Alibaba Pictures achieved revenue of 3.652 billion yuan, with revenue of 2.859 billion yuan in the same period last year, an increase of 28%year -on -year; net profit was 154 million yuan. Essence The performance announcement shows that benefiting from continuous injection of high -quality content, fiscal year 2021/2022, Ali Films has increased in the revenue of film and episodes content, technology business, IP derivation and commercialization business. However, the contents of the film and episodes have not increased their income in the contents of the content of the film and episodes. Only IP derivatives and commercialization business have achieved dual growth in revenue profits.

Shell announced a $ 1 billion stock repurchase plan, and revenue in the first quarter decreased by 39.4% year -on -year

On May 31, the shell was released in the first quarter of 2022. The financial report shows that the turnover of the shell in the first quarter (GTV) was 586 billion yuan, a year -on -year decrease of 45.2%; the operating income was 12.5 billion yuan, a year -on -year decrease of 39.4%, which was the same as the performance guidelines, which exceeded the market unanimous expectations; the net profit after adjustment was 2800 2800. 10,000 yuan. At the same time, shells announced their proposal to establish a share repurchase plan, which will repurchase up to $ 1 billion (US deposit certificates) within 12 months. The plan will start as soon as possible after the general authorization of the company's shareholders' meeting is approved.

Weibo: In the first quarter, revenue of $ 485 million

On June 1, Weibo released the 2022 Q1 financial report. The financial report showed that Weibo's revenue maintained a steady growth. In the first quarter, the total revenue reached 485 million US dollars, an increase of 6%year -on -year. %, The proportion of the mobile terminal reached 94%from the mobile terminal. In the first quarter, the company's post -adjusted operating profit reached $ 142 million. Wang Gaofei, CEO of Weibo, said that the first quarter of the financial report showed that the overall opening of Weibo in 2022 was good. In addition, as of the end of the first quarter, the monthly active users of Weibo reached 582 million, a net increase of 51 million year -on -year; daily active users reached 252 million, a net increase of 22 million year -on -year.

(This article published in "China Economic Weekly", No. 11, 2022)

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