破天荒!台積電總裁坦承產能嚴重供不應求 - 股票

By Christine
at 2021-04-01T09:53
at 2021-04-01T09:53
Table of Contents
原文標題:破天荒!台積電總裁坦承產能嚴重供不應求 3年內將砸2.85兆擴產
(請勿刪減原文標題)
原文連結:
https://tw.appledaily.com/property/20210401/HCRDJFYZWNEVJJFGQRJNI6KAGU/
(請善用縮網址工具)
發布時間:2021/04/01
(請以原文網頁/報紙之發布時間為準)
原文內容:
由於近年來全球半導體市場需求強勁,晶圓代工廠台積電(2330)總裁魏哲家在近日給客
戶的信中透露,台積電將計劃於未來3年內大幅投資1000億美元擴充產能,來支持客戶需
求。
據業界近日流傳一封台積電總裁魏哲家寫給客戶的信中說明,全球半導體需求強勁的原因
以及台積電將如何因應的策略等。
其中,魏哲家表示,雖然台積電在過去12個月不斷的可能的增加產能,讓產能利用率超過
100%,但是依然無法滿客戶足需求,因此計劃在未來3年內投資1000億美元來進一步擴充
現有產能。
同時,魏哲家也重申台積電也將同步新建晶圓廠,及擴充現有晶圓廠先進技術和特殊技術
,以及正在招募數以千計的新血,也持續購買土地與設備當中。
另外,關於調漲代工調格問題,魏哲家說,台積電致力成為世界值得信賴的技術及產能提
供者,因應先進製程技術複雜度提高,材料成本增加,將自2021年12月31日起暫停晶圓降
價,為期4季。
針對業界流傳的這封信件,台積電低調不評論,強調從不評論客鳥戶價格問題。不過,台
積電表示,公司正進入一個成長幅度更高的期間,預計未來幾年5G和高效能運算(HPC)
的產業大趨勢將驅動對於台積電半導體技術的強勁需求,外,COVID-19的大流行也加速了
各個面向的數位化轉型需求。(蕭文康/台北報導)
心得/評論: ※必需填寫滿20字
不是說intel也要來搶這一塊餅了嗎?現在又加碼大成本投資,蓋好後還會供不應求嗎?
----------------------------------發文提醒-------------------------------
1.發文前請先詳閱[新聞]分類發文規範,未依規範發文將受處份。
2.連結過長請善用 https://bit.ly/ 縮網址,連結能不能點擊者板規1-2-2處份。
3.心得/評論請盡量充實,*[m心得過短或濫竽充數將會以1-2-3&一行文規範水桶處份
4.發文請依照格式文章標明段落,不符合格式者依4-1刪文處分。
------------------ 以上注意事項請勿刪除 違者4-1 刪文處分-----------------
--
(請勿刪減原文標題)
原文連結:
https://tw.appledaily.com/property/20210401/HCRDJFYZWNEVJJFGQRJNI6KAGU/
(請善用縮網址工具)
發布時間:2021/04/01
(請以原文網頁/報紙之發布時間為準)
原文內容:
由於近年來全球半導體市場需求強勁,晶圓代工廠台積電(2330)總裁魏哲家在近日給客
戶的信中透露,台積電將計劃於未來3年內大幅投資1000億美元擴充產能,來支持客戶需
求。
據業界近日流傳一封台積電總裁魏哲家寫給客戶的信中說明,全球半導體需求強勁的原因
以及台積電將如何因應的策略等。
其中,魏哲家表示,雖然台積電在過去12個月不斷的可能的增加產能,讓產能利用率超過
100%,但是依然無法滿客戶足需求,因此計劃在未來3年內投資1000億美元來進一步擴充
現有產能。
同時,魏哲家也重申台積電也將同步新建晶圓廠,及擴充現有晶圓廠先進技術和特殊技術
,以及正在招募數以千計的新血,也持續購買土地與設備當中。
另外,關於調漲代工調格問題,魏哲家說,台積電致力成為世界值得信賴的技術及產能提
供者,因應先進製程技術複雜度提高,材料成本增加,將自2021年12月31日起暫停晶圓降
價,為期4季。
針對業界流傳的這封信件,台積電低調不評論,強調從不評論客鳥戶價格問題。不過,台
積電表示,公司正進入一個成長幅度更高的期間,預計未來幾年5G和高效能運算(HPC)
的產業大趨勢將驅動對於台積電半導體技術的強勁需求,外,COVID-19的大流行也加速了
各個面向的數位化轉型需求。(蕭文康/台北報導)
心得/評論: ※必需填寫滿20字
不是說intel也要來搶這一塊餅了嗎?現在又加碼大成本投資,蓋好後還會供不應求嗎?
----------------------------------發文提醒-------------------------------
1.發文前請先詳閱[新聞]分類發文規範,未依規範發文將受處份。
2.連結過長請善用 https://bit.ly/ 縮網址,連結能不能點擊者板規1-2-2處份。
3.心得/評論請盡量充實,*[m心得過短或濫竽充數將會以1-2-3&一行文規範水桶處份
4.發文請依照格式文章標明段落,不符合格式者依4-1刪文處分。
------------------ 以上注意事項請勿刪除 違者4-1 刪文處分-----------------
--
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供不應求 幹

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供不應求講的是台積電的先進製程
又沒衝突

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錢四隻腳 操作兩頭賺 這還要我教

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at 2022-05-31T13:26

By Eden
at 2022-06-04T21:26
at 2022-06-04T21:26
,誰人不愛速度快的手機與電腦

By Puput
at 2022-06-08T02:58
at 2022-06-08T02:58

By Queena
at 2022-06-08T19:30
at 2022-06-08T19:30

By Hardy
at 2022-06-10T07:26
at 2022-06-10T07:26

By Todd Johnson
at 2022-06-12T10:01
at 2022-06-12T10:01

By Gilbert
at 2022-06-12T20:58
at 2022-06-12T20:58

By Ida
at 2022-06-15T20:59
at 2022-06-15T20:59

By Kyle
at 2022-06-18T04:11
at 2022-06-18T04:11

By Joseph
at 2022-06-22T17:21
at 2022-06-22T17:21

By David
at 2022-06-24T12:52
at 2022-06-24T12:52

By Megan
at 2022-06-25T08:08
at 2022-06-25T08:08

By Elizabeth
at 2022-06-28T14:03
at 2022-06-28T14:03
成熟製程是短期重複下單 假榮景

By Zenobia
at 2022-06-30T17:26
at 2022-06-30T17:26
折舊還沒攤,擴產之後缺單會很慘

By Queena
at 2022-07-04T23:20
at 2022-07-04T23:20
而且投資主力都是藍海的先進製程
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