老舊8吋晶圓廠待價沽,聯電國際化引關注 - 股票
By Zora
at 2020-10-28T10:24
at 2020-10-28T10:24
Table of Contents
1.原文連結:
※過長無法點擊者必須縮網址
https://reurl.cc/q8a7Y0
2.原文內容:
電子時報:老舊8吋晶圓廠待價沽,聯電國際化布局引關注
財訊新聞 2020/10/28 08:00
【財訊快報/編輯部】手握帳上現金高達新台幣1,000億元的聯電,在收購日本富士通12
吋廠(現改名USJC)後,充沛資金將足以再拿下一座二手8吋晶圓廠,使得聯電下一步購併
方向正備受市場關注。
8吋晶圓代工產能火紅,中芯遭到美國限售令加速產業轉單效應湧現,在現有8吋廠產能持
續滿載下,代工價格上漲儼然已不可避免,年底急單與2021年報價漲勢將達10%或以上,
而8吋產能吃緊是否將引發新一波產業併購布局成為焦點,過去老舊晶圓廠成為近期炙手
可熱的收購對象。
3.心得/評論:
※必需填寫滿20字
手上現金充足,美光官司賠小錢
買其他非中國的廠,來躲避未來中美貿易
我覺得以上操作很可以,明天看法說會說明
--
※過長無法點擊者必須縮網址
https://reurl.cc/q8a7Y0
2.原文內容:
電子時報:老舊8吋晶圓廠待價沽,聯電國際化布局引關注
財訊新聞 2020/10/28 08:00
【財訊快報/編輯部】手握帳上現金高達新台幣1,000億元的聯電,在收購日本富士通12
吋廠(現改名USJC)後,充沛資金將足以再拿下一座二手8吋晶圓廠,使得聯電下一步購併
方向正備受市場關注。
8吋晶圓代工產能火紅,中芯遭到美國限售令加速產業轉單效應湧現,在現有8吋廠產能持
續滿載下,代工價格上漲儼然已不可避免,年底急單與2021年報價漲勢將達10%或以上,
而8吋產能吃緊是否將引發新一波產業併購布局成為焦點,過去老舊晶圓廠成為近期炙手
可熱的收購對象。
3.心得/評論:
※必需填寫滿20字
手上現金充足,美光官司賠小錢
買其他非中國的廠,來躲避未來中美貿易
我覺得以上操作很可以,明天看法說會說明
--
Tags:
股票
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