取消明年價格折讓、投資千億美元 台積電 - 股票

By Harry
at 2021-04-01T11:40
at 2021-04-01T11:40
Table of Contents
※ 引述《koushimei (平安順心)》之銘言:
: 其實這封郵件除了價格不折讓以及預計投資千億外
: [魏哲家表示,受到5G與超高運算電腦需求的長期大規模帶動,讓半導體出現結構性、基
: : 台積電透過寫信給客戶,釋出這策略跟行動對策
年複合成長12%~15%
是在維持既有定價策略的前提下推估
現在打折價取消,投資金額也UP,預示著市場需求高速增長
目前坊間傳過往折讓大約3%,這個取消掉的3%基本全部都等於純益
客戶也不可能因為3%取消訂單
純益增加3%,而且持續到2022年,同時產能配合客戶需求大幅擴展
年複合成長應該要到多少?
--
: 其實這封郵件除了價格不折讓以及預計投資千億外
: [魏哲家表示,受到5G與超高運算電腦需求的長期大規模帶動,讓半導體出現結構性、基
: : 台積電透過寫信給客戶,釋出這策略跟行動對策
年複合成長12%~15%
是在維持既有定價策略的前提下推估
現在打折價取消,投資金額也UP,預示著市場需求高速增長
目前坊間傳過往折讓大約3%,這個取消掉的3%基本全部都等於純益
客戶也不可能因為3%取消訂單
純益增加3%,而且持續到2022年,同時產能配合客戶需求大幅擴展
年複合成長應該要到多少?
--
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