車用晶片問題有解?傳台積電5月前後展開 - 股票
By Blanche
at 2021-01-17T22:16
at 2021-01-17T22:16
Table of Contents
1.原文連結:
https://news.cnyes.com/news/id/4560960
2.原文內容:
日媒《日刊工業新聞》週五 (15 日) 報導,台積電 (2330-TW) 正在為五月左右展開的先
進半導體增產作準備,在全全球車用晶片短缺之際,此舉被視為有助紓解問題。
晶片產量不足的問題是否會持續拉長令人擔憂,若台積電能增產,當前汽車業界廣泛面臨
的減產「骨牌效應」也可望告一段落。
日刊工業新聞在報導中指出,台積電為了增加先進半導體的產量,已經要求在地供應商們
配合。目前還在調查半導體生產所需的原料供應,是否能應付今年五月左右所展開的晶片
增產。也因為如此,增產能否成真、規模多大等細節仍不明朗。
全球晶片供給不足,最嚴重的莫過於恩智浦 (NXP) 及意法半導體 (STM) 等委託以台積電
為主的晶圓代工廠所生產的車用晶片。
車用微控制器以及導航系統所使用的 SoC 等的供應不足,從 2020 年底開始愈發明顯。
許多汽車製造廠都已開始減少汽車生產,如德國福斯、日本豐田、日產、本田等國際大廠
都是如此。
由於疫情造成 3C 產品需求大增、 5G 通訊日益普遍,台積電的晶片產量幾乎飽和。
有人認為,車用晶片的短缺問題還需要一段時間才能緩解。台積電若能順利增產,對於面
臨減產危機的汽車界將是大好消息。
3.心得/評論:
日本的法人也要出貨?
現在萬物皆連網都需要晶片
搞得美、日汽車龍頭都要找台積電要晶片
保守估計 eps 30 本益比25
30x25=750 股價700是基本盤好嗎
--
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