台積迎超微大單 下半年營運動能強 - 股票

By Olivia
at 2019-05-27T13:22
at 2019-05-27T13:22
Table of Contents
1.原文連結:
https://tinyurl.com/y48w3ubh
2.原文內容:
台積迎超微大單 下半年營運動能強
2019-05-26 23:22經濟日報 記者簡永祥/台北報導
超微(AMD)下半年火力全開,強攻高階伺服器、電競筆電、商
務筆電,以及人工智慧(AI)等領域,今年中央處理器(CPU)
與繪圖處理器(GPU)兩大業務高階新產品將全數採用台積電7奈
米製程生產。隨著超微大單報到,為台積電下半年接單注入強勁
動能。(延伸閱讀:華為衝擊下三不變 台積電自信的三大原因
)
台積電不對單一客戶與訂單動態置評,強調對今年7奈米和本季
採用極紫外光(EUV)微影設備量產的7奈米強化版接單信心十足
,預估全年營收占比將逾25%。
在歐、美、日半導體廠相繼表態暫不支援華為的氛圍下,台積電
表態照常出貨華為,並表示本季財測、下半年訂單強勁成長、全
年營收微幅成長的三大目標不變,據了解,除了台積電認為出貨
華為不違反美國源自美國技術等規範,因此影響有限外,超微新
產品大量投片也是一大助力。
據了解,超微執行長蘇姿丰今天將親自來台發表超微新一代Zen2
核心的Ryzen處理器及Navi顯卡,相關產品都由台積電操刀,也
是超微第一批採用7奈米生產的晶片,在台積電7奈米助陣下,超
微新產品頗受市場期待。
值得一提的是,超微新產品盡出,不僅台積電受惠大,也帶旺不
少台灣半導體廠。其中,超微旗下全球第一顆搭載PCIe Gen 4高
速傳輸介面的高階處理器,由IC設計大廠群聯獨家供應PCIe控制
晶片,挹注群聯業績可期。
業界認為,超微今天在台灣發表全球首顆採用7奈米製程的第三
代Ryzen處理器和Navi顯卡,預料可趁英特爾14奈米產能不足,
火力全開,搶占商機。
超微先前主要晶圓代工夥伴為格芯(GLOBALFOUNDRIES),隨著
格芯先進製程布局放緩,超微轉投台積電懷抱,所有7奈米產品
都由台積電代工,成為台積電訂單強勁成長動能。
3.心得/評論:
超微終於拋棄了GF,轉身投入台積電的懷抱之中,
會不會從此讓超微變成台積電日後的忠實客戶呢?
--
https://tinyurl.com/y48w3ubh
2.原文內容:
台積迎超微大單 下半年營運動能強
2019-05-26 23:22經濟日報 記者簡永祥/台北報導
超微(AMD)下半年火力全開,強攻高階伺服器、電競筆電、商
務筆電,以及人工智慧(AI)等領域,今年中央處理器(CPU)
與繪圖處理器(GPU)兩大業務高階新產品將全數採用台積電7奈
米製程生產。隨著超微大單報到,為台積電下半年接單注入強勁
動能。(延伸閱讀:華為衝擊下三不變 台積電自信的三大原因
)
台積電不對單一客戶與訂單動態置評,強調對今年7奈米和本季
採用極紫外光(EUV)微影設備量產的7奈米強化版接單信心十足
,預估全年營收占比將逾25%。
在歐、美、日半導體廠相繼表態暫不支援華為的氛圍下,台積電
表態照常出貨華為,並表示本季財測、下半年訂單強勁成長、全
年營收微幅成長的三大目標不變,據了解,除了台積電認為出貨
華為不違反美國源自美國技術等規範,因此影響有限外,超微新
產品大量投片也是一大助力。
據了解,超微執行長蘇姿丰今天將親自來台發表超微新一代Zen2
核心的Ryzen處理器及Navi顯卡,相關產品都由台積電操刀,也
是超微第一批採用7奈米生產的晶片,在台積電7奈米助陣下,超
微新產品頗受市場期待。
值得一提的是,超微新產品盡出,不僅台積電受惠大,也帶旺不
少台灣半導體廠。其中,超微旗下全球第一顆搭載PCIe Gen 4高
速傳輸介面的高階處理器,由IC設計大廠群聯獨家供應PCIe控制
晶片,挹注群聯業績可期。
業界認為,超微今天在台灣發表全球首顆採用7奈米製程的第三
代Ryzen處理器和Navi顯卡,預料可趁英特爾14奈米產能不足,
火力全開,搶占商機。
超微先前主要晶圓代工夥伴為格芯(GLOBALFOUNDRIES),隨著
格芯先進製程布局放緩,超微轉投台積電懷抱,所有7奈米產品
都由台積電代工,成為台積電訂單強勁成長動能。
3.心得/評論:
超微終於拋棄了GF,轉身投入台積電的懷抱之中,
會不會從此讓超微變成台積電日後的忠實客戶呢?
--
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