英特爾若全委外 台積電估奪75%市占年進帳百億美元 - 股票

By Connor
at 2020-10-26T15:04
at 2020-10-26T15:04
Table of Contents
1.原文連結:
https://www.chinatimes.com/realtimenews/20201026002461-260410?chdtv
2.原文內容:《半導體》英特爾若全委外 台積電估奪75%市占年進帳百億美元
美商晶片大廠英特爾考慮擴大委外生產晶片,美系外資表示,若英特爾在2025年前完全委
外生產晶片,且台積電(2330)拿下75%市占,將為台積電每年帶來近百億美元營收,維持
「加碼」評等與目標價570元。
美系外資發布研究報告指出,晶圓代工生產的行動晶片過去10年強勁成長後,成長曲線正
在放緩,未來10到20年預估每年恐下滑5%。但運算晶片未來10到20年預期每年將成長10%
至15%。
英特爾為運算晶片大廠。美系外資表示,隨著英特爾考慮委外生產中央處理器,可望帶動
晶圓代工市場將進一步延伸到運算晶片領域。台積電擁有較佳的良率曲線和更大的產能,
應該可在運算晶片領域取得比三星更高的市占率。若英特爾在2025年前完全委外生產晶片
,且台積電拿下75%市占,將為台積電帶來每年98億美元營收。
英特爾(Intel)執行長史旺上周五表示,2021年初將會評估,並決定是否要買進更多7奈米
設備,或透過外包增加產能,很可能採取混合式的作法,明年初將做出決定。2023年以後
之發展,將會評估自家及第3方代工廠製程的排程可預測性、產品效能和供應鏈經濟效益
。
多家外資法人指出,英特爾7奈米處理器擴大委外,很有機會委由台積電代工,後續5奈米
世代處理器亦有機會交由台積電生產。高效能運算將是未來幾年台積電的主要營運成長動
能之一,預期除超微(AMD)外,英特爾將是另一主要驅動力。
3.心得/評論:
這一看就覺得是唬爛,Intel怎麼可能全委外生產,
再加上若GG吃得下,目標價才570元,會不會太低了點?
時報記者是不是應該多做一點功課啊?
--
https://www.chinatimes.com/realtimenews/20201026002461-260410?chdtv
2.原文內容:《半導體》英特爾若全委外 台積電估奪75%市占年進帳百億美元
美商晶片大廠英特爾考慮擴大委外生產晶片,美系外資表示,若英特爾在2025年前完全委
外生產晶片,且台積電(2330)拿下75%市占,將為台積電每年帶來近百億美元營收,維持
「加碼」評等與目標價570元。
美系外資發布研究報告指出,晶圓代工生產的行動晶片過去10年強勁成長後,成長曲線正
在放緩,未來10到20年預估每年恐下滑5%。但運算晶片未來10到20年預期每年將成長10%
至15%。
英特爾為運算晶片大廠。美系外資表示,隨著英特爾考慮委外生產中央處理器,可望帶動
晶圓代工市場將進一步延伸到運算晶片領域。台積電擁有較佳的良率曲線和更大的產能,
應該可在運算晶片領域取得比三星更高的市占率。若英特爾在2025年前完全委外生產晶片
,且台積電拿下75%市占,將為台積電帶來每年98億美元營收。
英特爾(Intel)執行長史旺上周五表示,2021年初將會評估,並決定是否要買進更多7奈米
設備,或透過外包增加產能,很可能採取混合式的作法,明年初將做出決定。2023年以後
之發展,將會評估自家及第3方代工廠製程的排程可預測性、產品效能和供應鏈經濟效益
。
多家外資法人指出,英特爾7奈米處理器擴大委外,很有機會委由台積電代工,後續5奈米
世代處理器亦有機會交由台積電生產。高效能運算將是未來幾年台積電的主要營運成長動
能之一,預期除超微(AMD)外,英特爾將是另一主要驅動力。
3.心得/評論:
這一看就覺得是唬爛,Intel怎麼可能全委外生產,
再加上若GG吃得下,目標價才570元,會不會太低了點?
時報記者是不是應該多做一點功課啊?
--
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