台積電法說14日登場!外資目標價喊上7字 - 股票

By Isla
at 2021-01-11T14:19
at 2021-01-11T14:19
Table of Contents
1.原文連結:
https://reurl.cc/9Zz9Ra
2.原文內容:
台積電法說14日登場!外資目標價喊上7字頭 5大重點一次看
台積電(2330)將在14日召開法說會,摩根士丹利彙整出5大關注議題,包括台積電產能
短缺將持續多久、產能吃緊,價格策略是否改變、公司長期成長及資本目標是否調整、與
三星3奈米及2奈米技術競爭、如何與美國廠達成合作協議。
摩根士丹利認為,半導體業供不應求,晶片代工產能不足,台積電雖擴產,但主要製成產
能持續緊繃,若中長期無法緩解,將影響其他半導體廠動能,是市場觀察產業成長性指標
。
而台積電與三星3奈米及2奈米技術競爭,目前台積電5奈米市占超過8成,三星想扳回一城
,除了關注台積電及三星的3奈米技術獨立發展外,英特爾委外代工如何分配也是關鍵,
消息人士透露,台積電準備為英特爾提供4奈米製程,但英特爾也與三星洽談外包事宜,
目前英特爾尚未做出最終決定。
另外市場預期,台積電應該會延續川普政府的合作關係,但拜登政府是否會給台積電更多
優惠,或提供其他互惠合作方案,讓各界都相當關心。
法說會將近,9大外資都相當看好台積電今年及明年資本支出將維持高檔,摩根士丹利預
估今年最高上看220億美元(約新台幣6,100億元),高盛預估明年最高上看240億美元(
約新台幣6,700億元);展望今年,瑞信則預期若英特爾提早外包,台積電營收將大增30
%。
至於目標價,里昂喊到650元後,廣發隨即提高到664元,花旗環球更給出670元新高價,
並樂觀看待將能衝上702元。
3.心得/評論:
彭博報導,市場傳出Intel已找台積與三星洽談代工事宜,
但三星還在很初期的討論階段,
由於4nm製程台積的進程較快,因此市場預期選定台積的機率較高。
另彭博也引述多位知情人士消息,指出Intel已找台積代工4nm製程,
初期會由5nm先進行測試,因為台積5nm跟4nm技術是兼容的,
因Intel需求量大,可能寶山廠的產能都會被Intel預定。
不過不論如何,Intel指出1/21公布財報時,會同時宣布委外代工規劃。
--
https://reurl.cc/9Zz9Ra
2.原文內容:
台積電法說14日登場!外資目標價喊上7字頭 5大重點一次看
台積電(2330)將在14日召開法說會,摩根士丹利彙整出5大關注議題,包括台積電產能
短缺將持續多久、產能吃緊,價格策略是否改變、公司長期成長及資本目標是否調整、與
三星3奈米及2奈米技術競爭、如何與美國廠達成合作協議。
摩根士丹利認為,半導體業供不應求,晶片代工產能不足,台積電雖擴產,但主要製成產
能持續緊繃,若中長期無法緩解,將影響其他半導體廠動能,是市場觀察產業成長性指標
。
而台積電與三星3奈米及2奈米技術競爭,目前台積電5奈米市占超過8成,三星想扳回一城
,除了關注台積電及三星的3奈米技術獨立發展外,英特爾委外代工如何分配也是關鍵,
消息人士透露,台積電準備為英特爾提供4奈米製程,但英特爾也與三星洽談外包事宜,
目前英特爾尚未做出最終決定。
另外市場預期,台積電應該會延續川普政府的合作關係,但拜登政府是否會給台積電更多
優惠,或提供其他互惠合作方案,讓各界都相當關心。
法說會將近,9大外資都相當看好台積電今年及明年資本支出將維持高檔,摩根士丹利預
估今年最高上看220億美元(約新台幣6,100億元),高盛預估明年最高上看240億美元(
約新台幣6,700億元);展望今年,瑞信則預期若英特爾提早外包,台積電營收將大增30
%。
至於目標價,里昂喊到650元後,廣發隨即提高到664元,花旗環球更給出670元新高價,
並樂觀看待將能衝上702元。
3.心得/評論:
彭博報導,市場傳出Intel已找台積與三星洽談代工事宜,
但三星還在很初期的討論階段,
由於4nm製程台積的進程較快,因此市場預期選定台積的機率較高。
另彭博也引述多位知情人士消息,指出Intel已找台積代工4nm製程,
初期會由5nm先進行測試,因為台積5nm跟4nm技術是兼容的,
因Intel需求量大,可能寶山廠的產能都會被Intel預定。
不過不論如何,Intel指出1/21公布財報時,會同時宣布委外代工規劃。
--
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