沒華為就慘了？台積電7月恐有大事發生 - 股票

By Oscar
at 2020-06-07T16:44

Table of Contents

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1.原文連結：
※過長無法點擊者必須縮網址
https://www.chinatimes.com/realtimenews/20200606002617-260410
2.原文內容：
沒華為就慘了？台積電7月恐有大事發生

中時電子報吳美觀

華為受川普政府新禁令制裁，可能面臨被台積電斷貨危機，但對台積電來說，若失去第二大
客戶華為，今年營運表現恐有不確定性，外界關注台積電是否會下調今年、甚至明年的資本
支出，目前市場看法分歧，預料台積電7月法說可能會做出回應。
今年4月疫情延燒，市場充滿變數，不過當時台積電強調，2020年資本支出維持不變，約在1
50億~160億美元，改寫歷年新高水準。

然而5月15日台積電宣布赴美蓋5奈米晶圓廠後，美國也宣布升級華為出口新禁令，亦即無論
是美國或外國的企業，若沒有拿到美方的特許，就不能用美國的軟體或技術製造晶片出貨給
華為，市場預期台積電將首當其衝。。

Digitimes報導，目前華為是台積電第二大客戶，去年貢獻其14%營收，雙方從7奈米就展開
合作，至今年5奈米、甚至更先進3奈米製程的產能和規畫早已談妥，若失去華為的訂單，台
積電先進製程推進和擴產計畫都將受到影響。

部分研調機構援引設備供應鏈的消息指出，傳台積電已經延後採購3奈米、5奈米及7奈米製
程設備訂單，並預期台積電可能會下修15億~25億美元資本支出，並將2021年的資本支出進
一步削減至125億美元；但有部分設備製造商認為，面對南韓三星和大陸中芯加碼先進製程
投資，台積電若放緩擴產力道，可能會被三星超前，不可不慎。

台積電究竟會不會下調資本支出，目前市場有兩派看法，預料台積電7月中旬法說會給出答
案。

猛！油價狂噴驚爆沙俄下一步盤算

看不到台積車尾燈！陸龍頭廠認了慘輸3個世代

(中時電子報)

#台積電 #資本支出 #華為 #中芯 #半導體#三星 #制裁 #商務部 #5奈米 #斷貨 #
晶片

3.心得/評論：
※必需填寫滿20字
看之前新聞GG不是產線都滿了嗎？
應該不缺華為一個吧? 還有蘋果、AMD等等都要
GG的產能。

--
Sent from my Samsung Galaxy Note10+

○ PiTT // PHJCI

--

Tags: 股票

All Comments

By Dinah
at 2020-06-10T19:11

恐恐恐恐恐-.-

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at 2020-06-13T02:45

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By Oliver
at 2020-06-16T09:30

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at 2020-06-20T20:16

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at 2020-06-23T04:09

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By Jacob
at 2020-06-25T15:08

可憐哪不敢上車的空手仔只能用這招

By Hedy
at 2020-06-29T08:10

吃貨文

By Oliver
at 2020-07-02T04:47

恐會500

By Robert
at 2020-07-03T12:35

大事是直飆400嗎？

By Bennie
at 2020-07-07T07:26

沒有華為就給下一位阿= =很難?

By Leila
at 2020-07-09T18:47

結果只有爽到美國

By Margaret
at 2020-07-11T18:52

週末鬼故事特別多

By Suhail Hany
at 2020-07-13T10:48

該進場了

By Elvira
at 2020-07-14T12:42

大便

By Margaret
at 2020-07-17T18:08

美國發現台積電好欺負給台積電來一發反托拉斯

By Hardy
at 2020-07-20T19:14

穩了

By Enid
at 2020-07-25T10:18

慘了要噴到500塊了

By Kumar
at 2020-07-25T12:16

嗚嗚禮拜一賣出台積電

By Anonymous
at 2020-07-27T10:55

拜託兩百以下，我歐印

By Ina
at 2020-07-30T01:02

釔返媵

By Cara
at 2020-08-02T15:54

制裁華為順便制裁台積電台灣人表示感動謝謝爸爸

By Tom
at 2020-08-03T12:12

我不貪回240就加碼

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at 2020-08-04T14:11

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at 2020-08-09T03:48

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at 2020-08-11T12:19

丸惹

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at 2020-08-11T15:19

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at 2020-08-14T20:51

蒸

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at 2020-08-18T15:24

產能大家搶少一個客戶還有千萬個

By Blanche
at 2020-08-19T14:46

別騙喔

By Eden
at 2020-08-23T23:45

狗報正常發揮

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at 2020-08-25T01:42

笑慘。垃圾公司不去擔心。擔心這種產業龍頭。哇原
來是中時

By Mia
at 2020-08-29T12:23

看到中時的報導就可以安心了。

By Gilbert
at 2020-08-30T09:55

慘了

By Rebecca
at 2020-09-03T03:09

吃貨文

By Odelette
at 2020-09-06T11:19

所以台G電要回五十讓我壓身家了沒QQ

By Kyle
at 2020-09-10T15:12

恐

By Rebecca
at 2020-09-11T08:32

中華民國又要滅亡了韓粉快下車

By Bethany
at 2020-09-13T19:21

中時真的很愛打台積電

By Ethan
at 2020-09-18T01:32

還沒點進就猜是中共時報

By Connor
at 2020-09-22T18:49

汪汪

By Zenobia
at 2020-09-24T16:48

想太多，要下單的公司那麼多

By Ethan
at 2020-09-29T02:31

靠背要噴了

By Ethan
at 2020-10-02T05:15

中時正常發揮

By Suhail Hany
at 2020-10-03T21:24

少一家排單影響還好吧除了蘋果就是AMD會需要最先進
的製程只要AMD持續吃掉intel的市場份額就能補足華

By Zenobia
at 2020-10-08T02:29

又來???

By Suhail Hany
at 2020-10-10T23:22

新聞不是都要反著看？

By Agnes
at 2020-10-14T18:04

來了來了歐印台積電的時刻來了！

By Elizabeth
at 2020-10-18T03:09

為少掉的利潤

By Hazel
at 2020-10-19T07:50

七月中前都沒利空的意思

By Carol
at 2020-10-20T08:20

已反映這新聞早就有了

By Frederica
at 2020-10-25T05:17

口憐哦，外資小兒賣上千億，現在才想上車？

By Hedda
at 2020-10-28T15:17

紅媒滾啦

By James
at 2020-11-02T06:59

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By Poppy
at 2020-11-04T15:50

白癡下禮拜二股東會就會有人問了，還等7月分明吃貨

By Genevieve
at 2020-11-08T17:35

哈哈，中國時報來囉！

By Blanche
at 2020-11-08T23:54

看華為BOOK 5奈米多少產能即可

By Hedwig
at 2020-11-09T12:26

沒有GG的高階製程該哭的是華為吧

By Madame
at 2020-11-11T23:42

算命師算的？？

By Quanna
at 2020-11-15T07:46

記住這個記者

By Sierra Rose
at 2020-11-17T17:29

小時候不讀書，長大當「。。」

By Joe
at 2020-11-18T00:19

太好了

By Lydia
at 2020-11-21T04:40

中時的新聞本身就偏頗，沒看的價值

By Kristin
at 2020-11-24T08:09

華為這議題都講幾次了，每次要打壓股價就拿華為出來

By Candice
at 2020-11-26T21:36

講，以為台積電高層是笨蛋不會有兩手準備嗎?

By Heather
at 2020-11-29T04:10

7月就32歲了越來越老

By Lydia
at 2020-12-03T23:24

笑死人中時鬼故事比+~的還爛

By Harry
at 2020-12-06T12:16

狗報，滾

By John
at 2020-12-10T22:23

不能用台積電的製程，損失是華為。台積電後面一堆訂
單等著排隊瓜分產能呢!

By Robert
at 2020-12-15T09:55

中天

By Ophelia
at 2020-12-17T08:16

週末鬼故事...

By Jacob
at 2020-12-21T02:55

那還不快賣我可以接

By Damian
at 2020-12-22T13:13

笑死，中國狗報也懂股票？我都當娛樂報

By Isla
at 2020-12-25T09:02

舔共日報

By Faithe
at 2020-12-26T00:06

吃貨文？

By Cara
at 2020-12-26T10:12

支那媒體想偷偷壓低吃貨？

By Sierra Rose
at 2020-12-29T00:35

恐

By Rae
at 2020-12-29T22:11

恐屁恐

By Jake
at 2021-01-01T19:36

郭文貴 2.0

By Jacob
at 2021-01-05T10:39

未看先猜中時

By Megan
at 2021-01-07T01:33

大事沒說是壞的阿XD

By Andrew
at 2021-01-11T17:57

我是不信喇嘻嘻

By Annie
at 2021-01-12T21:59

中時

By Noah
at 2021-01-17T01:59

中屎，呵呵，恐

By Zanna
at 2021-01-21T22:17

這樣講太誇張==

By Mason
at 2021-01-25T01:26

不是說7nm,5nm已經被apple,nvidia,amd都佔滿了嗎
到底是哪個白癡在亂造謠阿

By Zanna
at 2021-01-29T15:11

恐你媽

By Ula
at 2021-02-01T10:23

吃貨的大事嗎

By Blanche
at 2021-02-05T05:09

恐=穩了

By Tom
at 2021-02-06T04:57

恐你阿嬤，垃圾報

By James
at 2021-02-10T12:36

文組不意外
台灣只有理工在幹實事，文組專門來亂、來騙的

By Annie
at 2021-02-11T23:08

聰明的散戶要做空了

By Audriana
at 2021-02-15T12:08

華為手機應該賣的比蘋果多隻，amd那些需求在手機前
應該排不上名次

By Linda
at 2021-02-17T00:13

台灣如果文組少點，早就超越新加坡，唉
文組賺外匯沒有，拉屎倒是一堆

By Agnes
at 2021-02-20T02:46

七月七千點不要不信邪

By Kristin
at 2021-02-24T05:52

這家報紙就帶風向啊，只要引導你怪美國他目的就達
成了

By George
at 2021-02-26T10:26

智障

By Hedy
at 2021-02-26T18:00

恐三小
真的不解中時中天到底都哪些奇葩在看

By Dorothy
at 2021-02-27T18:14

假的

By Lydia
at 2021-02-27T20:04

需要這種文章

By Damian
at 2021-02-28T18:17

眼睜睜看著310>320>330>340>500

By Candice
at 2021-03-03T06:40

恐恐恐恐股利

By Doris
at 2021-03-07T19:12

相信我，這種新聞反著做就對了

By Skylar DavisLinda
at 2021-03-08T02:28

恐恐恐三小

By Lauren
at 2021-03-10T17:54

準備吃貨！

By Kyle
at 2021-03-15T05:56

坐等50收

By Elizabeth
at 2021-03-16T09:17

上看400

By Poppy
at 2021-03-21T01:51

GG偷跑出國

By Hedy
at 2021-03-23T11:45

中時

By Hamiltion
at 2021-03-27T11:38

噁心媒體

By Hazel
at 2021-03-31T17:24

上看94元

By Tristan Cohan
at 2021-04-04T22:04

這不是預料中的事還用你報？

By Madame
at 2021-04-08T12:03

少10% 美國阿爸沒法補單10%嗎

By Queena
at 2021-04-12T06:57

最好多發幾篇三百以下梭哈

By Susan
at 2021-04-16T15:32

gg又要噴發了

By Todd Johnson
at 2021-04-17T07:45

恐，傳

By James
at 2021-04-20T16:04

好多人住套房狂噓哈哈

By Mason
at 2021-04-20T22:20

拜託快幫我空回300，我多買幾張

By Zora
at 2021-04-24T12:31

旺董沒買到　２９０　很生氣

By John
at 2021-04-28T12:12

華為才需要台積電

By Donna
at 2021-04-29T14:38

恐

By Edith
at 2021-04-29T16:51

蘇媽：我全都要

By Selena
at 2021-05-01T15:37

美國幫台積電　　"去中國化"，經濟脫鉤

By Carol
at 2021-05-02T23:20

中時先煩惱你的祖國吧

By Frederica
at 2021-05-04T00:07

進場訊號來了

By Frederica
at 2021-05-07T19:54

記者想吃貨？

By Oliver
at 2021-05-11T21:07

又是中屎

By Audriana
at 2021-05-12T01:36

汪汪叫

By Hazel
at 2021-05-16T00:30

中時不意外啊

By Heather
at 2021-05-20T10:14

我還沒上車啊!!週一往上了。

By Ethan
at 2021-05-21T05:39

中國時報（x)

By David
at 2021-05-23T00:07

先all in再說

By Thomas
at 2021-05-23T22:59

這種文出來真的要快點買進了

By Callum
at 2021-05-25T05:40

歐印了

By Dinah
at 2021-05-28T18:34

上萬二要靠台GG埃台GG上看350!

By Lydia
at 2021-06-02T17:36

中時。看完哄堂大笑XD

By Hedwig
at 2021-06-04T19:53

禮拜一跌停絕對買

By Faithe
at 2021-06-05T23:00

外資很想吃貨但就是不會跌

By Kama
at 2021-06-08T16:31

吃貨文，外資買起來

By Genevieve
at 2021-06-10T17:23

恐什麼東西新聞製造業真的可播

By Dora
at 2021-06-12T06:08

上個說會出事的是阿貴這次換共媒

By Gary
at 2021-06-12T18:03

支那狗報見不得台積電好耶

By Enid
at 2021-06-14T11:05

大事就是7月噴到400

By Eden
at 2021-06-19T08:46

屁噴上350

By Ula
at 2021-06-22T02:42

有台積朋友去問一下大家上班到幾點

By Elma
at 2021-06-26T20:40

恐拎涼喇狗報

By Isabella
at 2021-06-27T18:32

看到中時直接end

By Una
at 2021-06-30T06:44

還沒上車齁^^

By Kama
at 2021-07-03T07:59

看來禮拜一該進場了

By Mary
at 2021-07-03T11:26

需求一直都在沒了華為又怎樣

By Kama
at 2021-07-07T16:07

QQ塊陶啊啊啊啊啊啊啊啊啊啊啊！

By Dora
at 2021-07-09T05:43

還好台積電已經全賣了

By Olive
at 2021-07-14T04:31

我聽你在喇叭
恐你媽

By Necoo
at 2021-07-15T00:28

產能滿載加班加到要往生是要恐慘啥

By Jessica
at 2021-07-15T08:34

壓低就是埋點（？

By Necoo
at 2021-07-18T18:12

200收

By Brianna
at 2021-07-22T15:25

每個月都來一次華為利空吃貨好簡單

By Regina
at 2021-07-23T19:13

這真的是吃貨文

By Erin
at 2021-07-26T06:13

華為的洞不是5nm嗎想不到補不起來的任何理由

By Quintina
at 2021-07-27T01:03

先搞掉台積電訂單，再搞掉台積電，呆丸郎表示謝謝爸
爸

By Annie
at 2021-07-29T20:43

慘我的空單 QQ

By Eartha
at 2021-07-30T10:00

好趕快跌我們要買

By Ursula
at 2021-08-03T10:22

恐恐恐恐龍媒體

By Megan
at 2021-08-04T16:52

利多消息還不買爆

By Adele
at 2021-08-09T15:55

中時比大紀元跟新唐人還不可信

By Dorothy
at 2021-08-11T11:04

後面排隊的單一堆好嗎....

By Agnes
at 2021-08-16T09:51

信狗報得痔瘡

By Ursula
at 2021-08-20T17:42

恐啥洨啦。費半都噴炸了還在恐

By Hedy
at 2021-08-23T16:19

垃圾狗報

By Ursula
at 2021-08-25T10:03

中時

By Puput
at 2021-08-29T13:41

快逃啊

By Ivy
at 2021-08-30T01:39

華為別想吃台積啦，中時吃屎

By Megan
at 2021-09-03T12:23

坐等GG甜甜價

By Yedda
at 2021-09-05T15:52

太好上看350

By Donna
at 2021-09-06T23:08

好可怕，明天再買一點壓壓驚

By Liam
at 2021-09-07T10:56

是有病喔，一直講華為多偉大

By Tom
at 2021-09-10T13:36

恐

By Kama
at 2021-09-10T15:46

看到這新聞真開心

By Olivia
at 2021-09-12T04:37

噁

By Tristan Cohan
at 2021-09-16T14:22

TSMC 根本不缺中國這塊

By Rosalind
at 2021-09-19T17:01

太可怕只好歐印台積電壓壓精

By Poppy
at 2021-09-23T21:41

趕快殺到200

By Ida
at 2021-09-24T08:30

支那狗報正常發揮

By George
at 2021-09-29T06:01

中時恐文穩了準備上350

By Vanessa
at 2021-10-03T14:43

AMD靠GG市值都翻幾倍了

By Hedwig
at 2021-10-05T08:53

恐三小

By Barb Cronin
at 2021-10-07T09:39

又是恐文，恐你老母

By Odelette
at 2021-10-12T06:31

標題寫反了！沒台積電華為就慘了！中時都要反著看

By Sandy
at 2021-10-12T13:45

恐恐，恐三毀

By Frederica
at 2021-10-16T19:44

拉回就是買點有種殺到290啊

By Franklin
at 2021-10-20T05:32

鬼故事反著看就對了，八成有主力沒買到想上車

By James
at 2021-10-25T00:28

垃圾媒體這家就舔共第一阿

By Lydia
at 2021-10-28T00:04

之前利多新聞gg還是沒漲。利空必噴啦！

By Charlie
at 2021-11-01T14:53

直上500的確是大事

By Linda
at 2021-11-04T02:18

中時妖文

By Margaret
at 2021-11-04T16:16

中時？反指標

By Suhail Hany
at 2021-11-07T14:31

如果禮拜一漲，記者“”吳美觀”你要怎麼負責？

By Caroline
at 2021-11-08T21:54

嗯中時略過

By Hazel
at 2021-11-09T15:30

週一外資再大買GG。

By Lily
at 2021-11-13T09:15

外資買股的手段不知道嗎？上次是大喊建廠延後吃貨

By Rae
at 2021-11-14T13:03

好棒

By Enid
at 2021-11-18T06:18

中時吃屎

By Olive
at 2021-11-18T21:24

完蛋了，快逃啊

By Enid
at 2021-11-23T04:40

GG 準備上500

By Charlotte
at 2021-11-28T01:49

井噴

By Oscar
at 2021-11-29T12:03

用沒華為只是壓低吃貨，騙散戶

By George
at 2021-11-30T15:07

狗報在幫中共恐嚇嗎？

By Mary
at 2021-12-03T03:26

前面的推文幾乎是五毛，好像說好的，文章一發就推文
帶風向

By Michael
at 2021-12-05T18:43

如果噴到兩千塊不就醫院加護病房塞爆？wwwwwwwwwwww

By Skylar Davis
at 2021-12-06T22:23

反了是華為沒有台積電就慘了

By Emma
at 2021-12-10T23:40

華為沒台積電手機功能強大沒屁用跑不動

By Skylar Davis
at 2021-12-14T01:25

GG做代工的，訂單一定永遠滿載好不好..

By Bennie
at 2021-12-18T14:52

感謝狗報加持看來要噴到無法無天了

By Andy
at 2021-12-23T06:09

恐你老木，別想壓低吃貨，吃大便

By Adele
at 2021-12-24T03:29

恐

By Catherine
at 2021-12-26T02:51

明顯吃貨文，我要歐硬台G電惹！

By Elvira
at 2021-12-30T02:34

給你錢快點跌

By Suhail Hany
at 2022-01-02T21:56

旺中又在胡說八道

By Isla
at 2022-01-07T01:26

有種快拋，我等收

By Odelette
at 2022-01-08T22:37

不要賣給華為啦，也記得別買大陸品牌手機

By Robert
at 2022-01-10T20:10

壓低吃貨囉

By Dorothy
at 2022-01-11T07:39

想騙散戶事吧

By Heather
at 2022-01-15T01:06

要噴了嗎

By Skylar DavisLinda
at 2022-01-17T12:01

旺旺舔共不奇怪

By Caitlin
at 2022-01-20T08:38

什麼大事，發現金股利嗎

By Callum
at 2022-01-25T05:27

這種無中生有幻想也能做成新聞中時也下空單ㄛ

By David
at 2022-01-30T00:31

恐你老母紅媒就是看衰詛咒台股

By Todd Johnson
at 2022-02-01T15:58

今天再看，真的笑死
中時什麼時候要倒一倒？

By Lucy
at 2022-02-05T10:06

吃貨文難看

By Ursula
at 2022-02-06T23:40

316追三張，悔不當初

By Rae
at 2022-02-10T15:28

哇要噴上天了 XD

By Eden
at 2022-02-10T20:24

大個屁整天吹噓華為你家隔壁桌便當店倒延伸到米店
會很慘笑

By Agnes
at 2022-02-11T12:06

鬼故事都是假的

By Skylar Davis
at 2022-02-15T21:31

中屎

By Olivia
at 2022-02-16T07:14

這家媒體什麼時候倒整天唱衰台灣

By Skylar Davis
at 2022-02-20T10:09

重點是現在全世界都求台積給產能。拜託單太小還不
收好嗎

By Zanna
at 2022-02-24T18:54

華為根本是屁

沒華為就慘了？台積電7月恐有大事發生 - 股票

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