[新聞] 《半導體》Happy Problem!環球晶:12吋訂單已看到後年
1.原文連結:
※過長無法點擊者必須縮網址
http://www.chinatimes.com/realtimenews/20170914003989-260410
2.原文內容:
《半導體》Happy Problem!環球晶:12吋訂單已看到後年
2017年09月14日 16:14
【時報記者任珮云台北報導】
環球晶(6488)今收盤價299元創掛牌新高,盤中一度衝破300元整數大關。環球晶發言人李
崇偉副總表示,市場需求暢旺,12吋矽晶圓接單已經看到2019年,而8吋也看到明年底,
現在是訂單太多煩惱交不出貨的「Happy Problem」。
半導體矽晶圓第4季12吋產品報價已達80美元,預期明年首季報價更可能狂飆至100美元。
對於市場傳出「客戶得先付訂金,才能優先鞏固產能並鎖定價格」的訊息,矽晶圓業者也
不否認。坦承接單真的太滿。
環球晶8月營收39.8億元,大勝去年營收成績,年增近1.8倍。受惠今年物聯網及車用電子
帶動半導體市場成長,環球晶出貨連5季正成長,報價持續看漲。近期環球晶大獲外資力
挺,瑞銀證券將環球晶未來12個月合理股價預估值,由270元調高至310元,野村證券、麥
格理證券的股價預期同為310元,三大外資促環球晶股價「3」字頭聲浪成形,今早盤中環
球晶也確實一度站上302.5元。
環球晶目前12吋矽晶圓的月出貨75萬片,8吋矽晶圓出貨105~120萬片,6吋以下月出貨140
萬片以上。
(時報資訊)
3.心得/評論:
※必需填寫滿20字
今天衝上300了,空軍還好嗎?前面破半年線一堆人下看200,今天衝過300了
不過,後年訂單算數嗎
記得8299是惜售,會不會也過高呢
--
※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 106.105.25.154
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1505377624.A.1CF.html
推
09/14 16:28, , 1F
09/14 16:28, 1F
推
09/14 16:29, , 2F
09/14 16:29, 2F
推
09/14 16:31, , 3F
09/14 16:31, 3F
推
09/14 16:39, , 4F
09/14 16:39, 4F
→
09/14 16:39, , 5F
09/14 16:39, 5F
推
09/14 16:44, , 6F
09/14 16:44, 6F
推
09/14 16:45, , 7F
09/14 16:45, 7F
→
09/14 16:47, , 8F
09/14 16:47, 8F
推
09/14 16:48, , 9F
09/14 16:48, 9F
→
09/14 17:01, , 10F
09/14 17:01, 10F
→
09/14 17:01, , 11F
09/14 17:01, 11F
推
09/14 17:06, , 12F
09/14 17:06, 12F
推
09/14 17:26, , 13F
09/14 17:26, 13F
噓
09/14 18:01, , 14F
09/14 18:01, 14F
→
09/14 18:09, , 15F
09/14 18:09, 15F
→
09/14 18:22, , 16F
09/14 18:22, 16F
→
09/14 18:33, , 17F
09/14 18:33, 17F
→
09/14 18:33, , 18F
09/14 18:33, 18F
推
09/14 18:41, , 19F
09/14 18:41, 19F
推
09/14 19:03, , 20F
09/14 19:03, 20F
推
09/14 19:16, , 21F
09/14 19:16, 21F
→
09/14 19:17, , 22F
09/14 19:17, 22F
→
09/14 19:17, , 23F
09/14 19:17, 23F
→
09/14 19:17, , 24F
09/14 19:17, 24F
→
09/14 19:18, , 25F
09/14 19:18, 25F
→
09/14 19:18, , 26F
09/14 19:18, 26F
→
09/14 19:19, , 27F
09/14 19:19, 27F
→
09/14 19:22, , 28F
09/14 19:22, 28F
→
09/14 19:22, , 29F
09/14 19:22, 29F
→
09/14 19:22, , 30F
09/14 19:22, 30F
推
09/14 19:34, , 31F
09/14 19:34, 31F
→
09/14 19:35, , 32F
09/14 19:35, 32F
→
09/14 19:35, , 33F
09/14 19:35, 33F
推
09/14 19:54, , 34F
09/14 19:54, 34F
推
09/14 20:22, , 35F
09/14 20:22, 35F
推
09/14 21:48, , 36F
09/14 21:48, 36F
→
09/14 21:49, , 37F
09/14 21:49, 37F
→
09/14 21:51, , 38F
09/14 21:51, 38F
→
09/14 21:52, , 39F
09/14 21:52, 39F
推
09/14 21:53, , 40F
09/14 21:53, 40F
→
09/14 22:53, , 41F
09/14 22:53, 41F
→
09/14 22:54, , 42F
09/14 22:54, 42F
→
09/14 22:54, , 43F
09/14 22:54, 43F
→
09/14 22:56, , 44F
09/14 22:56, 44F
推
09/15 00:32, , 45F
09/15 00:32, 45F
→
09/15 00:33, , 46F
09/15 00:33, 46F
→
09/15 00:35, , 47F
09/15 00:35, 47F
→
09/15 07:20, , 48F
09/15 07:20, 48F
→
09/15 07:20, , 49F
09/15 07:20, 49F
→
09/15 11:37, , 50F
09/15 11:37, 50F
推
09/15 11:55, , 51F
09/15 11:55, 51F
→
09/15 11:56, , 52F
09/15 11:56, 52F
→
09/15 17:09, , 53F
09/15 17:09, 53F
→
09/15 17:10, , 54F
09/15 17:10, 54F
→
09/15 17:12, , 55F
09/15 17:12, 55F
→
09/15 17:13, , 56F
09/15 17:13, 56F
→
09/15 17:14, , 57F
09/15 17:14, 57F
→
09/15 17:16, , 58F
09/15 17:16, 58F
推
09/16 13:12, , 59F
09/16 13:12, 59F