台積電一張43萬不貴 美媒三大理由:全球 - 股票
By Candice
at 2020-09-07T14:24
at 2020-09-07T14:24
Table of Contents
1.原文連結:
https://www.ettoday.net/news/20200907/1803056.htm
2.原文內容:
台積電一張43萬不貴 美媒三大理由:全球最重要公司
財經中心/綜合報導
台積電(2330)製程技術領先全球,推升股價屢創新高,過去一年漲幅達85%,以今(7)
日平盤價429元來看,等於現在一張台積電要價近43萬元,讓不少散戶認為太貴了,但美
國研究機構日前提出三大理由指出,台積電作為全球最重要的公司,這個股價一點都不貴
。
根據美國金融研究公司InvestorPlace指出,台積電是全球最重要的公司,主要是因為製
程技術領先的優勢,創造台積電擁有這樣的地位,像是英特爾宣布7奈米延遲,但是台積
電已經交付客戶超過10億個7奈米晶片,而且台積電的5奈米,良率甚至比7奈米更高。
InvestorPlace表示,台積電製程技術領先的關鍵在於對極紫外線(EUV)微影設備的掌握
,而且全球的EUV設備安裝量,台積電就佔5成,所以即使台積電股價目前一張要價近43
萬元,仍有三大理由說明,這個股價一點都不貴。
理由一、製程贏過地表所有半導體公司
InvestorPlace表示,台積電目前的本益比只有27,但股息收益率有2.11%,而且今年營收
可望成長15%,就算受到疫情衝擊,第2季營收仍然年增34%,並且受到中美科技戰的影
響,台積電高端運算晶片收入仍季成長12%。
理由二:中國大陸難以構成威脅
台積電創辦人張忠謀曾經說,台積電將是地緣政治家必爭之地。因為台積電在台灣,使得
其處在美中關係的風口浪尖上。InvestorPlace認為,台積電的晶片製造領先地位,對台
灣獨立性的重要,可能不亞於美軍的盾牌。
中國大陸正在努力消滅台積電的領先地位,用高薪聘請100名台積電工程師,將薪水提高
250%。中國今年光是花在「晶片」上的努力,資本預算就達到67億美元,但是中國的半導
體比台積電整整落後兩代,中國還在14奈米、12奈米努力,台積電已掌握7奈米的技術。
理由三:中國大陸難以取代台積電對美國的地位
台積電正在與川普政府合作,在亞利桑那州建立一個大型新工廠。 無論11月的大選結果
如何,這項工作都可能會繼續進行,台積電董事長劉德音曾經談到,要與客戶保持親密關
係,並網羅美國龐大的人才庫,顯示台積電處於優勢地位,這就是為什麼它的股價還會繼
續漲。
3.心得/評論:
一張台積電要價近43萬元,讓不少散戶認為太貴了,但美國研究機構日前提出三大理由指
出,台積電作為全球最重要的公司,這個股價一點都不貴。
--
https://www.ettoday.net/news/20200907/1803056.htm
2.原文內容:
台積電一張43萬不貴 美媒三大理由:全球最重要公司
財經中心/綜合報導
台積電(2330)製程技術領先全球,推升股價屢創新高,過去一年漲幅達85%,以今(7)
日平盤價429元來看,等於現在一張台積電要價近43萬元,讓不少散戶認為太貴了,但美
國研究機構日前提出三大理由指出,台積電作為全球最重要的公司,這個股價一點都不貴
。
根據美國金融研究公司InvestorPlace指出,台積電是全球最重要的公司,主要是因為製
程技術領先的優勢,創造台積電擁有這樣的地位,像是英特爾宣布7奈米延遲,但是台積
電已經交付客戶超過10億個7奈米晶片,而且台積電的5奈米,良率甚至比7奈米更高。
InvestorPlace表示,台積電製程技術領先的關鍵在於對極紫外線(EUV)微影設備的掌握
,而且全球的EUV設備安裝量,台積電就佔5成,所以即使台積電股價目前一張要價近43
萬元,仍有三大理由說明,這個股價一點都不貴。
理由一、製程贏過地表所有半導體公司
InvestorPlace表示,台積電目前的本益比只有27,但股息收益率有2.11%,而且今年營收
可望成長15%,就算受到疫情衝擊,第2季營收仍然年增34%,並且受到中美科技戰的影
響,台積電高端運算晶片收入仍季成長12%。
理由二:中國大陸難以構成威脅
台積電創辦人張忠謀曾經說,台積電將是地緣政治家必爭之地。因為台積電在台灣,使得
其處在美中關係的風口浪尖上。InvestorPlace認為,台積電的晶片製造領先地位,對台
灣獨立性的重要,可能不亞於美軍的盾牌。
中國大陸正在努力消滅台積電的領先地位,用高薪聘請100名台積電工程師,將薪水提高
250%。中國今年光是花在「晶片」上的努力,資本預算就達到67億美元,但是中國的半導
體比台積電整整落後兩代,中國還在14奈米、12奈米努力,台積電已掌握7奈米的技術。
理由三:中國大陸難以取代台積電對美國的地位
台積電正在與川普政府合作,在亞利桑那州建立一個大型新工廠。 無論11月的大選結果
如何,這項工作都可能會繼續進行,台積電董事長劉德音曾經談到,要與客戶保持親密關
係,並網羅美國龐大的人才庫,顯示台積電處於優勢地位,這就是為什麼它的股價還會繼
續漲。
3.心得/評論:
一張台積電要價近43萬元,讓不少散戶認為太貴了,但美國研究機構日前提出三大理由指
出,台積電作為全球最重要的公司,這個股價一點都不貴。
--
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