英特爾:晶片還得缺2年 - 股票
By Quintina
at 2021-04-26T09:59
at 2021-04-26T09:59
Table of Contents
原文標題:英特爾:晶片還得缺2年
原文連結:https://www.chinatimes.com/newspapers/20210424000120-260202?chdtv
原文內容:
英特爾執行長基辛格(Pat Gelsinger)23日在法說會中表示,半導體產能供不應求的結
構性問題,造成全球晶片供應短缺,由於擴增產能需要時間且規模相當龐大,缺貨情況會
再延續二年。
另外,新冠肺炎疫情帶動在家工作或在家教學,每家只有一台PC已經不夠,PC需求未見放
緩且今年銷售可望創下新高紀錄。對於市場關注的英特爾跨入晶圓代工,基辛格表示已有
超過50家潛在客戶表達興趣。
英特爾上修今年營收規模5億美元、達725億美元,與去年相較仍下滑約1%,全年資本支
出提高至190~200億美元,創下新高。基辛格表示,今年營收預估其實還是在供給受到壓
抑情況下的預估值,全球晶片供不應求及短缺情況,可能要再延續二年時間,直到更多產
能上線為止,而要擴大產能需要時間,投資規模將相當龐大。
至於業界十分關注的晶圓代工事業布局,基辛格表示,全球晶片短缺造成許多產業生產暫
時停擺,例如主要車廠均已宣布減產或停工,筆電及其它電子產品也因晶片缺貨導致出貨
量低於原先目標。英特爾已承諾提供產能,預期在未來六至九個月可以為客戶代工生產車
用晶片。
心得/評論:
晶片缺貨對台積電而言
由於重視對客戶承諾不會輕易漲價
聯電則是長期以來晶圓代工價格都偏低
聯電說不定趁這波
晶圓代工價一路漲到2023年
--
原文連結:https://www.chinatimes.com/newspapers/20210424000120-260202?chdtv
原文內容:
英特爾執行長基辛格(Pat Gelsinger)23日在法說會中表示,半導體產能供不應求的結
構性問題,造成全球晶片供應短缺,由於擴增產能需要時間且規模相當龐大,缺貨情況會
再延續二年。
另外,新冠肺炎疫情帶動在家工作或在家教學,每家只有一台PC已經不夠,PC需求未見放
緩且今年銷售可望創下新高紀錄。對於市場關注的英特爾跨入晶圓代工,基辛格表示已有
超過50家潛在客戶表達興趣。
英特爾上修今年營收規模5億美元、達725億美元,與去年相較仍下滑約1%,全年資本支
出提高至190~200億美元,創下新高。基辛格表示,今年營收預估其實還是在供給受到壓
抑情況下的預估值,全球晶片供不應求及短缺情況,可能要再延續二年時間,直到更多產
能上線為止,而要擴大產能需要時間,投資規模將相當龐大。
至於業界十分關注的晶圓代工事業布局,基辛格表示,全球晶片短缺造成許多產業生產暫
時停擺,例如主要車廠均已宣布減產或停工,筆電及其它電子產品也因晶片缺貨導致出貨
量低於原先目標。英特爾已承諾提供產能,預期在未來六至九個月可以為客戶代工生產車
用晶片。
心得/評論:
晶片缺貨對台積電而言
由於重視對客戶承諾不會輕易漲價
聯電則是長期以來晶圓代工價格都偏低
聯電說不定趁這波
晶圓代工價一路漲到2023年
--
Tags:
股票
All Comments
By Lily
at 2021-04-28T15:16
at 2021-04-28T15:16
By David
at 2021-04-30T10:49
at 2021-04-30T10:49
By Hardy
at 2021-05-04T18:41
at 2021-05-04T18:41
By Lily
at 2021-05-06T01:28
at 2021-05-06T01:28
By Mary
at 2021-05-06T16:44
at 2021-05-06T16:44
By Eden
at 2021-05-11T05:40
at 2021-05-11T05:40
By Hedy
at 2021-05-11T21:58
at 2021-05-11T21:58
By Lily
at 2021-05-16T07:30
at 2021-05-16T07:30
By Queena
at 2021-05-18T13:39
at 2021-05-18T13:39
By Xanthe
at 2021-05-21T06:05
at 2021-05-21T06:05
By Faithe
at 2021-05-21T20:36
at 2021-05-21T20:36
By Hamiltion
at 2021-05-23T19:59
at 2021-05-23T19:59
By Rosalind
at 2021-05-26T06:22
at 2021-05-26T06:22
By Poppy
at 2021-05-26T13:33
at 2021-05-26T13:33
By Tristan Cohan
at 2021-05-29T01:47
at 2021-05-29T01:47
By James
at 2021-06-01T05:07
at 2021-06-01T05:07
By Mason
at 2021-06-01T15:05
at 2021-06-01T15:05
By Frederic
at 2021-06-02T00:48
at 2021-06-02T00:48
By Vanessa
at 2021-06-06T14:57
at 2021-06-06T14:57
By Carol
at 2021-06-09T19:01
at 2021-06-09T19:01
By Michael
at 2021-06-14T02:53
at 2021-06-14T02:53
By Edwina
at 2021-06-15T15:13
at 2021-06-15T15:13
By Annie
at 2021-06-19T20:15
at 2021-06-19T20:15
By Tracy
at 2021-06-22T04:25
at 2021-06-22T04:25
By Steve
at 2021-06-25T15:39
at 2021-06-25T15:39
By Sierra Rose
at 2021-06-29T22:58
at 2021-06-29T22:58
By William
at 2021-07-04T20:08
at 2021-07-04T20:08
By Cara
at 2021-07-07T02:53
at 2021-07-07T02:53
By Belly
at 2021-07-07T04:05
at 2021-07-07T04:05
By Isabella
at 2021-07-10T20:23
at 2021-07-10T20:23
By Genevieve
at 2021-07-11T14:16
at 2021-07-11T14:16
By Ula
at 2021-07-12T06:40
at 2021-07-12T06:40
By Regina
at 2021-07-12T16:14
at 2021-07-12T16:14
By Oliver
at 2021-07-17T15:32
at 2021-07-17T15:32
By Noah
at 2021-07-19T04:27
at 2021-07-19T04:27
By Elma
at 2021-07-21T10:59
at 2021-07-21T10:59
By Odelette
at 2021-07-21T13:01
at 2021-07-21T13:01
By Elizabeth
at 2021-07-25T02:16
at 2021-07-25T02:16
By Rae
at 2021-07-29T23:48
at 2021-07-29T23:48
By Ida
at 2021-07-30T12:23
at 2021-07-30T12:23
By Ethan
at 2021-07-30T20:04
at 2021-07-30T20:04
By Carolina Franco
at 2021-07-31T12:07
at 2021-07-31T12:07
By Jessica
at 2021-07-31T18:08
at 2021-07-31T18:08
By Yedda
at 2021-08-05T05:18
at 2021-08-05T05:18
By Frederica
at 2021-08-06T14:44
at 2021-08-06T14:44
By Hamiltion
at 2021-08-07T14:35
at 2021-08-07T14:35
By Delia
at 2021-08-09T18:30
at 2021-08-09T18:30
By Ursula
at 2021-08-11T11:12
at 2021-08-11T11:12
By Rosalind
at 2021-08-16T09:27
at 2021-08-16T09:27
Related Posts
綠角<股海勝經>
By Margaret
at 2021-04-26T09:20
at 2021-04-26T09:20
元大下單軟體又出包嗎?
By Madame
at 2021-04-26T09:18
at 2021-04-26T09:18
綠角<股海勝經>
By Quintina
at 2021-04-26T08:38
at 2021-04-26T08:38
2021/04/26 盤中閒聊
By Quanna
at 2021-04-26T08:30
at 2021-04-26T08:30
聯發科5G手機晶片 搶大單
By Caroline
at 2021-04-26T08:17
at 2021-04-26T08:17