台積電受惠先進製程漲價 研調估明年營收 - 股票QA

By Blanche
at 2023-06-16T20:00
at 2023-06-16T20:00
Table of Contents
原文標題:台積電受惠先進製程漲價 研調估明年營收可望跳增22.5%
原文連結:https://news.cnyes.com/news/id/5218023
發布時間:2023/06/16 17:25
記者署名:林薏茹
原文內容:
研調機構 Omdia 首席分析師陳建裕今 (16) 日表示,晶圓代工廠產能利用率可望於上半
年落底,下半年緩慢回升,而台積電明年受惠先進製程漲價帶動,營收可望較今年跳增
22.5%。
Omdia 台灣科技產業研討會邁入第二天,陳建裕表示,半導體產業目前持續庫存修正,且
面臨沒有需求的情況,終端產品系統廠庫存修正已 3 至 4 季,IC 設計廠庫存修正情況
不一。
陳建裕認為,隨著產業鏈持續庫存調整,第二季晶圓代工廠營收恐將進一步衰退,但營收
降幅可望收斂,上半年將是產能利用率谷底。
展望下半年,陳建裕預期,受市場需求低迷影響,晶圓代工廠下半年成長仍將受限,產能
利用率估緩步回升,整體而言,2023 年對晶圓代工廠是非常挑戰的一年。
今年純晶圓代工廠營收恐衰退 8.9%,明年可望回升 21.7%。陳建裕表示,台積電受惠先
進製程持續漲價,明年營收可望跳增 22.5%,將是帶動明年產業營收強彈的主要動力。
心得/評論:
台積電今年營收會爛,大家都知道了
明年預期成長會噴回22.5%
AI帶來的強勁需求,今年創高有難度
但應該能在2024年解放688學長
最後加倉台積電的機會只剩半年
之後有下跌的話,記得要加碼,好好抱緊
--
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