2021/8/2  
英文 English 
TSMC raises planned dividend for Q1 earnings to NT$2.75 (2021/06/10)

TSMC shares closed more than 2% higher on Thursday, a day after the chipmaker raised its planned cash dividend for the first quarter. TSMC raised its proposed dividend by 10% to NT$2.75, based on higher-than-expected earnings.

TSMC closed at NT$599 Thursday, up NT$13 or more than 2%. The rise came after it raised its planned payout for last quarter.

One day earlier, TSMC's board of directors approved a cash dividend of NT$2.75 per share, for a total of NT$71.3 billion. That's 10% higher than NT$2.5, the dividend it's paid since December 2019. The hike is surprising given TSMC's big spending plans, which include a US$12 billion wafer fab in the U.S., and a NT$5.5 billion R&D expansion in Japan. For 2021 alone, TSMC's capex stands at US$30 billion, and it will spend billions more in the three years to come. Given all the projects on its plate, investors were not expecting TSMC to raise dividends.

Hsiao Jui-hsun
Analyst
It shows that TSMC's overall profitability is very high, and its fundamentals are very good. On the shareholder side, raising the return on equity instills more confidence in TSMC. We will see the company's share price benefit from that in the short term.

The analyst says TSMC raised its dividend, mainly to meet shareholders' demands for a higher payout. It's also signaling confidence in its market position and profitability, which may be helped by loose monetary policies.

C. C. Wei (June 2)
TSMC CEO
We continue to offer the most advanced logic technology, to prove [technology] scaling is alive and kicking.

Despite geopolitical shifts and the pandemic, TSMC remains ahead of other players in advanced semiconductor manufacturing. Even as it plans to spend big to expand globally, investors are upbeat on its profit prospects.

中文 Chinese  
台積電斥鉅資美日設廠宣布首季配息2.75元多一成

晶圓代工龍頭台積電斥資120億美元,在美國亞利桑那州打造12吋晶圓廠,也將砸下55億在日本設研發廠,光今年資本支出就高達300億美元,不過台積電持續大撒幣,宣布今年第一季配息2.75元,比起過去每季2.5元,高出一成,預估發放規模高達713億,讓不少股東超驚喜,消息一出,也激勵股價來到599元,漲幅超過2%。

台積電週四終場收在599元,大漲13元,漲幅超過2%,股價表現優異,就是因為這個大驚喜。

台積電董事會最新通過股利政策,第一季配息2.75元,發放規模713億,比起過去每季股利2.5元,高出一成,因為台積電已經斥資120億美元,在美國亞利桑那州打造12吋晶圓廠,也將砸下55億台幣在日本設研發廠,光今年支出300億美元,未來還有3年千億美元的巨額投資計畫,在資本大舉拉高下,還能高配息,讓股東好驚喜。

[[分析師 蕭瑞勛]]
“可以顯示出台積電整個獲利狀況,還有公司體質是非常好的。相對性對股東來講的話,投資報酬率是拉高的,形成大家對台積電投資會更有信心,所以會在短線上,股價會獲得一個反應。”

專家分析,主要是為了要回饋股東對高配息的期待,加上先進製程領先,未來獲利更多,還有市場資金寬鬆的關係,才敢大撒幣。

[[台積電總裁 魏哲家(6.2)]]
“我們會繼續提供邏輯IC先進技術,製程微縮仍存在並進行中”

儘管得面臨地緣政治、疫情衝擊等種種壓力,但台積電的先進製程始終遙遙領先,縱使資本大舉支出,但法人仍看好台積電獲利。
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