台積電ADR上周五大跌 原因可能出在蘋果… - 股票
By Hedwig
at 2018-04-16T08:47
at 2018-04-16T08:47
Table of Contents
1.原文連結:
https://money.udn.com/money/story/5641/3088812
2.原文內容:
台積電ADR上周五意外大跌2.7%,原因耐人尋味,深究之下,問題可能出在台積電的大客
戶蘋果。
BlueFin Research Partners分析師 Steve Mullane日前指出,艾司摩爾(ASML)晶片設
備所生產的晶圓未達合適產能(throughput),很有可能使ASML的極紫外光(EUV)大規模
量產可能再度延後。
巴隆周刊指出,問題之一可能出在蘋果:蘋果不想多付成本採購台積電採用EUV技術的晶
片。
Mullane在報告說:「我們最近查核,考量台積電初步提高報價,蘋果無意多付錢為2019
年新款iPhone採用7奈米+(7nm+)(與7奈米差異在於在少數layers導入EUV)。我們認為
,EUV因產能不足,是導致估價上漲的主要原因。 」
Bernstein分析師 Mark Li上周末報告也寫道,蘋果今年確定會採用台積電的7奈米,但明
年可能沒興趣採用台積電靠ASML所開發的7奈米+。
Susquehanna Financial分析師 Mehdi Hosseini上周末也寫道,「台積電EUV使用7奈米+
的雜音變多」。
3.心得/評論:
喔喔喔 !
--
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