4967 十銓 三月營收 - 股票QA
By Emma
at 2023-04-10T18:38
at 2023-04-10T18:38
Table of Contents
本年迄今累計營收 去年同期累計營收 累計營收成長率
1,569,616 1,704,875 -7.93%
112年03月營收 去年同期月營收 月營收成長率
570,127 655,037 -12.96%
112年02月營收 去年同期月營收 月營收成長率
557,527 464,793 19.95%
來源:https://mops.twse.com.tw/mops/web/t146sb05
------------------------------------------------------
十銓表示,自去年第四季起,上游原廠陸續減產、調整資本支出,然今年第二季 DRAM
與 NAND FLASH 現貨價及合約價續跌,顯示需求仍未回籠。礙於市場需求不確定性仍高,
下半年記憶體展望仍不明朗,十銓認為今年市場仍相當艱困,將以穩定擴大品牌市佔,降
低庫存成本避免虧損為營運重點。
十銓認為,Server、Mobile 及 PC 市場需求不佳,難以快速去化庫存壓力,而對話式
AI 雖造成大量話題,惟仍須靜待後續應用發展,才有機會促進記憶體需求恢復。
備註:
本益比破7000 不知道在飆什麼==
https://i.imgur.com/gZGMRHz.png
--
1,569,616 1,704,875 -7.93%
112年03月營收 去年同期月營收 月營收成長率
570,127 655,037 -12.96%
112年02月營收 去年同期月營收 月營收成長率
557,527 464,793 19.95%
來源:https://mops.twse.com.tw/mops/web/t146sb05
------------------------------------------------------
十銓表示,自去年第四季起,上游原廠陸續減產、調整資本支出,然今年第二季 DRAM
與 NAND FLASH 現貨價及合約價續跌,顯示需求仍未回籠。礙於市場需求不確定性仍高,
下半年記憶體展望仍不明朗,十銓認為今年市場仍相當艱困,將以穩定擴大品牌市佔,降
低庫存成本避免虧損為營運重點。
十銓認為,Server、Mobile 及 PC 市場需求不佳,難以快速去化庫存壓力,而對話式
AI 雖造成大量話題,惟仍須靜待後續應用發展,才有機會促進記憶體需求恢復。
備註:
本益比破7000 不知道在飆什麼==
https://i.imgur.com/gZGMRHz.png

--
Tags:
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