力積電擬Q3轉上市 黃崇仁:毛利率已超過 - 股票

By Daph Bay
at 2021-02-09T09:11
at 2021-02-09T09:11
Table of Contents
原文標題: 力積電擬Q3轉上市 黃崇仁:毛利率已超過世界先進
(請勿刪減原文標題)
原文連結:
https://tw.appledaily.com/property/20210209/QGYZWDANHBFMJMX7KB4LR33YRY/
(請善用 https://bit.ly/ 縮網址)
發布時間:2021/02/09 2小時前
(請以原文網頁/報紙之發布時間為準)
原文內容:
「我從來沒有第一次覺得公司狀況這麼好,30幾年來,第一次覺得做半導體這麼好!」力
晶集團創辦人黃崇仁笑說,「大家搶啊!誰出高價誰拿啊!市況已經到了這樣的地步。」
話鋒一轉,黃崇仁也為自家力積電股價叫屈,直說現在的股價還沒發揮出真正的價值。
力積電於去年12月9日登錄興櫃,當天創下84元新高價,成交量近13萬張,創興櫃市場最
高紀錄,成交均價55.52元。黃崇仁表示,預計今年9、10月將從興櫃轉上市,力積電的毛
利率已超過世界先進了,不但將達到40%,甚至有機會往50%的邁進,是全台灣晶圓代工毛
利率第2高的公司,未來還再提高。
黃崇仁有信心說,「力積電今年無論如何,EPS都要超過世界先進,這樣的話,股價當然
有得比拚啊!」
黃崇仁說,世界先進只有8吋廠,力積電擁有12吋廠,更是全球領先用12吋廠做電源管理
IC,現在連DRAM訂單也是滿的,「不論從後市、潛力、技術、獲利能力等角度來看,50元
是很便宜!」,現在股價太委屈了,沒有反映出真正的價值。
黃崇仁透露,力積電正在發展3D Interchip堆疊技術,結合愛普的整合能力與力積電的
TSV技術,已接獲中國客戶訂單,應用於以太幣挖礦機,2月正式出貨,利潤非常的高,具
有高速運算、耗能低等特點,價格又比先進製程GPU產品要便宜很多,這將是力積電未來
成長的關鍵產品之一。
另外,力積電旗下的銅鑼廠即將動土興建,預計最快要等到2024年才會加入生產行列,未
來將把DRAM生產線轉進到銅鑼廠。(楊喻斐/台北報導)
心得/評論:
挖,去年買在84元的股民,看來之後不久應該有機會可以解套了吧!?
----------------------------------發文提醒-------------------------------
*[m1.發文前請先詳閱[新聞]分類發文規範,未依規範發文將受處份。
*[m2.連結過長請善用 https://bit.ly/ 縮網址,連結能不能點擊者板規1-2-2處份。
*[m3.心得/評論請盡量充實,*[m心得過短或濫竽充數將會以1-2-3&一行文規範水桶處份
*[
*[m4.發文請依照格式文章標明段落,不符合格式者依4-1刪文處分。
------------------ *[1;33m以上注意事項請勿刪除 違者4-1 刪文處分*[m -----------
--
(請勿刪減原文標題)
原文連結:
https://tw.appledaily.com/property/20210209/QGYZWDANHBFMJMX7KB4LR33YRY/
(請善用 https://bit.ly/ 縮網址)
發布時間:2021/02/09 2小時前
(請以原文網頁/報紙之發布時間為準)
原文內容:
「我從來沒有第一次覺得公司狀況這麼好,30幾年來,第一次覺得做半導體這麼好!」力
晶集團創辦人黃崇仁笑說,「大家搶啊!誰出高價誰拿啊!市況已經到了這樣的地步。」
話鋒一轉,黃崇仁也為自家力積電股價叫屈,直說現在的股價還沒發揮出真正的價值。
力積電於去年12月9日登錄興櫃,當天創下84元新高價,成交量近13萬張,創興櫃市場最
高紀錄,成交均價55.52元。黃崇仁表示,預計今年9、10月將從興櫃轉上市,力積電的毛
利率已超過世界先進了,不但將達到40%,甚至有機會往50%的邁進,是全台灣晶圓代工毛
利率第2高的公司,未來還再提高。
黃崇仁有信心說,「力積電今年無論如何,EPS都要超過世界先進,這樣的話,股價當然
有得比拚啊!」
黃崇仁說,世界先進只有8吋廠,力積電擁有12吋廠,更是全球領先用12吋廠做電源管理
IC,現在連DRAM訂單也是滿的,「不論從後市、潛力、技術、獲利能力等角度來看,50元
是很便宜!」,現在股價太委屈了,沒有反映出真正的價值。
黃崇仁透露,力積電正在發展3D Interchip堆疊技術,結合愛普的整合能力與力積電的
TSV技術,已接獲中國客戶訂單,應用於以太幣挖礦機,2月正式出貨,利潤非常的高,具
有高速運算、耗能低等特點,價格又比先進製程GPU產品要便宜很多,這將是力積電未來
成長的關鍵產品之一。
另外,力積電旗下的銅鑼廠即將動土興建,預計最快要等到2024年才會加入生產行列,未
來將把DRAM生產線轉進到銅鑼廠。(楊喻斐/台北報導)
心得/評論:
挖,去年買在84元的股民,看來之後不久應該有機會可以解套了吧!?
----------------------------------發文提醒-------------------------------
*[m1.發文前請先詳閱[新聞]分類發文規範,未依規範發文將受處份。
*[m2.連結過長請善用 https://bit.ly/ 縮網址,連結能不能點擊者板規1-2-2處份。
*[m3.心得/評論請盡量充實,*[m心得過短或濫竽充數將會以1-2-3&一行文規範水桶處份
*[
*[m4.發文請依照格式文章標明段落,不符合格式者依4-1刪文處分。
------------------ *[1;33m以上注意事項請勿刪除 違者4-1 刪文處分*[m -----------
--
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