[新聞] 意外 台積電4月營收跌破600億 月減逾3成
1.原文連結(超過一行或過長必須縮網址):
https://goo.gl/AlMlkt
2.原文內容:
晶圓代工龍頭台積電 (2330-TW) 今 (10) 日公告 4 月營收為 568.7 億元,月減 33.8%
,年減 14.9%,不僅跌破 600 億元大關,也是 2014 年 4 月以來 (近 37 個月) 單月新
低。
台積電先前法說會預估,第 2 季營收約較第 1 季下滑 8-9%,因此市場原本就對 4 月營
收下滑有心理準備,但實際出爐數據月減逾三成,頗讓市場意外。法人以台積電釋出的展
望推估,5、6 月營收可望逐步回升,4 月有機會是上半年低點。
台積電第 2 季受到美系客戶新舊產品交替,IC 設計業調整庫存,以及新台幣升值等因素
影響,整季營收估達 2130-2160 億元,較第 1 季減少 8-9%,
台積電第 2 季營收若以美元計算,較第 1 季減幅約 6%,上半年營收仍可較去年成長
12%,表現比年初董事長張忠謀預估的情況好。台積電強調,第 2 季實際情況優於原先
預期,只是受匯率影響,導致第 2 季營收明顯修正。
隨著第 3 季旺季到來,法人看好台積電營收可望明顯升溫,除美系客戶產品出貨帶動,
IC 設計庫存水位預期也會回到季節性水準。台積電則預期,下半年營收仍可較去年成長
5%,全年以美元計算營收可較去年成長 5-10%。
台積電的先進製程布局腳步仍持續領先,10 奈米第 3 季可望放量出貨,全年營收比重估
達 1 成以上,7 奈米則預計明年量產,更先進的 5 奈米製程也開始進行研發設計,最快
2019 年上半年試產,未來幾年台積電將持續受惠高速運算、車用、智慧型手機與物聯網
相關晶片的需求帶動,同時 7 奈米將取得多家大廠訂單,帶動未來幾年營運成長。
3.心得/評論(必需填寫滿20字):
今天有漲耶,看來玩台積電要看得真的是實力沒內線?
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