台積電訂單滿到明年底 - 股票

By Charlie
at 2021-03-22T14:36
at 2021-03-22T14:36
Table of Contents
原文標題:
台積電訂單滿到明年底
(請勿刪減原文標題)
原文連結:
https://bit.ly/3r6Bi1C
(請善用縮網址工具)
發布時間:
2021.03.22
(請以原文網頁/報紙之發布時間為準)
原文內容:
半導體產能供不應求,晶圓代工龍頭台積電產能早已滿載到年底,而台積電農曆年後開始接
受客戶預訂2022年上半年產能,在所有客戶均擴大下單情況下,產能出現秒殺盛況,先進製
程及成熟製程全線爆滿。台積電將在第二季下旬開始接受客戶預訂明年下半年產能,預期會
出現產能秒殺、滿手訂單到明年底的榮景。
不過,台積電為了避免客戶超額下單(overbooking),明年上半年產能並不是先搶先贏,
而是根據客戶過去的下單量及對終端市場需求預估來進行產能分配,一來可以降低全球晶片
供應出現長短料的危機,讓所有電子產品都可以順利量產;二來可以避免屆時若終端市場不
如預期可能導致客戶大舉砍單的風險。
新冠肺炎疫情加速數位轉型,包括筆電及伺服器、5G智慧型手機、WiFi網通裝置、車用電子
等晶片均出現供給短缺,晶圓代工廠接單暢旺,台積電今年產能全線滿載到年底。台積電透
過提高產能利用率及提高生產效率方式擠出產能,以滿足客戶強勁需求,但客戶訂單持續湧
入,加上部份新增產能優先生產車用晶片,現在到年底的所有產能均被客戶預訂一空,台積
電已通知客戶產能已滿,無法再接受新增投片量要求。
台積電農曆年後開始接受客戶預訂明年上半年產能,在所有客戶全面性提高下單量情況下,
產能被秒殺且全線爆滿。IC設計業者指出,今年半導體產能供不應求,導致全球車廠被迫減
產,筆電廠及手機廠也因缺晶片而降低出貨預估,所以包括OEM/ODM廠及系統廠等晶片客戶
,均要求晶片供應商要先確保明年產能。
業者說明,現在終端客戶只想確保未來1~3年的晶片供應足夠,根本不管後續景氣是上是下
,也因此,晶片供應商若無法確保未來幾年的產能,客戶就不願意也不敢談未來的合作計畫
。在此一情況下,客戶對晶片價格沒有限制,普遍都能接受漲價,只希望未來生產鏈營運能
夠確保不缺晶片。
台積電了解近期晶片長短料情況,已造成部份電子產品出貨不如預期,為了讓所有客戶都獲
得產能,降低晶片長短料對生產鏈的衝擊,台積電根據客戶過去的下單量,並考量終端市場
需求,對客戶進行產能分配。台積電將在第二季下旬開放明年下半年產能預訂,業界認為產
能將再度秒殺,且台積電仍會進行產能分配。由此來看,台積電明年又會是產能全年滿載的
大好年。
心得/評論: ※必需填寫滿20字
晶片缺貨潮仍然相當嚴重
預計訂單至少滿到明年底了
老是在那overbooking
沒看到台積電早就提出因應對策了嗎?
二哥聯電今天就先在前低有撐反攻了
明天會換老大台積電跟上吧~
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