聯電啟動史上最大漲價 - 股票
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By Jessica
at 2018-06-13T08:51
at 2018-06-13T08:51
Table of Contents
經濟日報
聯電啟動史上最大漲價
https://money.udn.com/money/story/5612/3195529
聯電8吋晶圓代工產能供不應求,近期正式漲價,旗下對岸8吋廠和艦並將啟動三年多來最
大規模擴產,幅度達15%。業界透露,聯電這次採「一次漲足」,漲幅達二成,漲幅前所
未見,加上大動作擴充和艦產能,透露對後市看好。
聯電昨(12)日舉行股東會,財務長劉啟東會後證實,已啟動「一次性漲價」,主要考量
全球8吋晶圓代工產能吃緊,加上先前上游矽晶圓材料不斷漲價,以反映市場機制與成本
波動。
聯電目前產能利用率約95%,整體訂單能見度約二至三個月,4、5月營收均符合預期,本
季營運平穩。該公司去年營收1,492億元,創新高,預期今年全球半導體市場年增率可逾
10%。儘管目前聯電仍處於調整體質及產品線階段,使得今年成長力道可能低於整體市場
,但仍預期可個位數成長,再寫新猷。
據了解,隨著驅動晶片、指紋辨識、電源管理、MOSFET、微控制器(MCU)等晶片需求強
勁,帶來大量8吋晶圓代工產能需求,但目前全球晶圓廠都朝12吋發展,最先進的製程也
都在12吋廠生產,8吋廠以成熟製程為主,近年已無新廠加入,但驅動晶片等仍採用成熟
製程生產的晶片需求強勁,導致全球8吋晶圓代工廠產線塞爆,呈現供不應求盛況。
劉啟東說明,此次漲價原因有二,首先,晶圓代工最重要的上游材料矽晶圓供貨吃緊、價
格頻頻上漲,聯電雖與供應商簽有長期供貨合約,矽晶圓供貨無虞,但矽晶圓價格上漲,
也導致聯電成本提高。
其次,今年以來,陸續有同業調漲8吋晶圓代工價格,但聯電先前都沒有動作,隨著矽晶
圓價格節節高升,聯電為反映市場機制與成本波動,近期正式調整價格,而且是「一次漲
足」。
劉啟東不願透露「一次漲足」的漲價幅度,業界以今年以來其他同業累計漲幅,以及反映
矽晶圓漲價導致的成本上升空間估算,聯電此次漲幅可能達到約二成,與過往產能吃緊,
漲幅普遍落在3%、5%相較,此次堪稱「史上最大漲幅」。
因應客戶強勁需求,劉啟東表示,聯電台灣8吋廠已沒有空間再擴產,將啟動對岸8吋廠和
艦擴產計畫,預計月產能由目前的6萬片提升至7萬片,增幅逾15%,明年第2季完成。
聯電強調,近年全球8吋晶圓代工市場需求熱絡,此次擴產,是考量中長期市場供需狀況
後才拍板。這是和艦近三年多以來,首次大動作擴產。
聯電昨天股價漲0.05元、收16.85元。
漲價風當道 後市看好 股價噴起來
--
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搭上國巨特快車 勞退海賺300億
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By William
at 2018-06-13T08:17
at 2018-06-13T08:17
川普宣布中止美韓軍演事先和國防部長商議
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By Xanthe
at 2018-06-13T07:15
at 2018-06-13T07:15