台積電動能下半年轉佳 但明年三大客戶 - 股票
By Hedy
at 2020-07-12T11:15
at 2020-07-12T11:15
Table of Contents
1.媒體來源:
蘋果日報
2.記者署名:
(陳俐妏/台北報導)
3.完整新聞標題:
台積電動能下半年轉佳 但明年三大客戶傳琵琶別抱
4.完整新聞內文:
https://tinyurl.com/y7kju3s5
台積電動能下半年轉佳,但明年三大客戶傳琵琶別抱。資料照
晶圓代工龍頭廠台積電(2330)法說將在16日登場,在5G長線趨勢底定下,市場已多預期
下半年展望轉佳,但外資圈關注的焦點將是明年客戶動能,包括華為庫存調整、高通5G高
階晶片,以及輝達(NVIDIA)安培新品轉進三星,雖有Apple 訂單在手,但客戶動態值得
關注。
在外資回補下,台積電上周股價走勢強勁,10 日一度衝上 353 元新天價,終場收在
348.5 元,市值突破9.04 兆元,在寫新高,總計3個月來,外資加碼逾20萬張。顯現對今
年下半年展望樂觀的態度。
雖然5G長線優勢顯現,但外資圈對於明年台積電客戶訂單調整已出現疑慮。以今年下半年
訂單比重來看,前5大客戶分別為超微(AMD)、華為旗下海思、高通、聯發科、輝達、
Apple。
明年第一大疑慮就是華為在今年上半年急單拉貨,將讓明年5奈米產能出現缺口。供應鏈
透露,以華為一年約2億支手機的量能,在去年到今年庫存至少多拉貨半年。
換言之,華為今年已有1億顆的晶片庫存,假設明年華為仍有2億支手機的規劃,但晶片需
求卻少了一半。面對華為的庫存調整將有風險。
此外,高通明年5G數據晶片X60、旗艦款S875等系列將會採用三星製程,由於每一顆晶片
就只會下單在一個晶圓廠,因此明年蘋果5G數據晶片將會轉向三星製程。供應鏈分析,目
前來看高通開出的5顆晶片,僅新一代S6系列會留在台積電6奈米。
而先前已傳聞輝達(NVIDIA)新一代Ampere (安培),採用7奈米的高階圖形處理器(GPU
),也將會落腳三星。
台積電雖有Apple ARM 架構Mac 、A14和A15處理器訂單,但前五大客戶中就有三大客戶動
態可能將轉向,對於明年產能影響,不容小覷。
5.完整新聞連結 (或短網址):
https://tinyurl.com/yaqrwwb6
心得: 我猜明天星期一開盤2330應該會小跌,建議352賣掉的朋友可以找機會回補,
台積電未來還是充滿成長空間的。
--
蘋果日報
2.記者署名:
(陳俐妏/台北報導)
3.完整新聞標題:
台積電動能下半年轉佳 但明年三大客戶傳琵琶別抱
4.完整新聞內文:
https://tinyurl.com/y7kju3s5
台積電動能下半年轉佳,但明年三大客戶傳琵琶別抱。資料照
晶圓代工龍頭廠台積電(2330)法說將在16日登場,在5G長線趨勢底定下,市場已多預期
下半年展望轉佳,但外資圈關注的焦點將是明年客戶動能,包括華為庫存調整、高通5G高
階晶片,以及輝達(NVIDIA)安培新品轉進三星,雖有Apple 訂單在手,但客戶動態值得
關注。
在外資回補下,台積電上周股價走勢強勁,10 日一度衝上 353 元新天價,終場收在
348.5 元,市值突破9.04 兆元,在寫新高,總計3個月來,外資加碼逾20萬張。顯現對今
年下半年展望樂觀的態度。
雖然5G長線優勢顯現,但外資圈對於明年台積電客戶訂單調整已出現疑慮。以今年下半年
訂單比重來看,前5大客戶分別為超微(AMD)、華為旗下海思、高通、聯發科、輝達、
Apple。
明年第一大疑慮就是華為在今年上半年急單拉貨,將讓明年5奈米產能出現缺口。供應鏈
透露,以華為一年約2億支手機的量能,在去年到今年庫存至少多拉貨半年。
換言之,華為今年已有1億顆的晶片庫存,假設明年華為仍有2億支手機的規劃,但晶片需
求卻少了一半。面對華為的庫存調整將有風險。
此外,高通明年5G數據晶片X60、旗艦款S875等系列將會採用三星製程,由於每一顆晶片
就只會下單在一個晶圓廠,因此明年蘋果5G數據晶片將會轉向三星製程。供應鏈分析,目
前來看高通開出的5顆晶片,僅新一代S6系列會留在台積電6奈米。
而先前已傳聞輝達(NVIDIA)新一代Ampere (安培),採用7奈米的高階圖形處理器(GPU
),也將會落腳三星。
台積電雖有Apple ARM 架構Mac 、A14和A15處理器訂單,但前五大客戶中就有三大客戶動
態可能將轉向,對於明年產能影響,不容小覷。
5.完整新聞連結 (或短網址):
https://tinyurl.com/yaqrwwb6
心得: 我猜明天星期一開盤2330應該會小跌,建議352賣掉的朋友可以找機會回補,
台積電未來還是充滿成長空間的。
--
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