[新聞] 采鈺 感測器訂單猛
原文標題:
采鈺 感測器訂單猛
原文連結:
https://www.chinatimes.com/newspapers/20240411000387-260206?chdtv
發布時間:
2024/04/11
記者署名:
工商時報 彭媁琳
原文內容:
台積電子公司采鈺(6789)專攻影像感測器製造,3月營收6.99億元,年增21.02%;第一
季營收21.09億元,年增32.54%。在陸系CIS(CMOS影像感測器)客戶強勁追單,以及手
機新品上市前的備貨潮中,第二季營運將進一步提升,法人看好全年營收將挑戰歷史高點
。
先前傳出CIS元件大廠三星電子,發出漲價通知,第一季調升32M畫素以上的高階CIS產品
價格,最高漲幅達3成,因此為采鈺營收帶來利多。
另外,台積電赴日本熊本蓋的新廠,也即將投產,法人認為,台積電日本廠的合資方是
SONY,將有助於使旗下小金雞采鈺搶到SONY的大單。尤其是SONY過去封測都以自有產能為
主,在台積電日本廠大量投單後,自家封測產能恐不足,將委外由采鈺處理,成為穩定的
訂單來源。
心得/評論:
CIS相關的躺平好久了 痛心電 身家墊子
996789
法人估,3月營收有機會來到8億元以上水準
開出來只有7億元整,然後就
--
※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 61.216.11.184 (臺灣)
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1712835716.A.BA6.html
推
04/11 19:42,
2周前
, 1F
04/11 19:42, 1F
推
04/11 19:42,
2周前
, 2F
04/11 19:42, 2F
→
04/11 19:42,
2周前
, 3F
04/11 19:42, 3F
推
04/11 19:43,
2周前
, 4F
04/11 19:43, 4F
推
04/11 19:44,
2周前
, 5F
04/11 19:44, 5F
推
04/11 19:44,
2周前
, 6F
04/11 19:44, 6F
推
04/11 19:45,
2周前
, 7F
04/11 19:45, 7F
推
04/11 19:46,
2周前
, 8F
04/11 19:46, 8F
推
04/11 19:48,
2周前
, 9F
04/11 19:48, 9F
推
04/11 19:48,
2周前
, 10F
04/11 19:48, 10F
推
04/11 19:48,
2周前
, 11F
04/11 19:48, 11F
噓
04/11 19:50,
2周前
, 12F
04/11 19:50, 12F
推
04/11 19:51,
2周前
, 13F
04/11 19:51, 13F
推
04/11 19:51,
2周前
, 14F
04/11 19:51, 14F
推
04/11 19:53,
2周前
, 15F
04/11 19:53, 15F
噓
04/11 19:54,
2周前
, 16F
04/11 19:54, 16F
推
04/11 19:56,
2周前
, 17F
04/11 19:56, 17F
推
04/11 19:57,
2周前
, 18F
04/11 19:57, 18F
推
04/11 19:58,
2周前
, 19F
04/11 19:58, 19F
→
04/11 20:00,
2周前
, 20F
04/11 20:00, 20F
推
04/11 20:00,
2周前
, 21F
04/11 20:00, 21F
推
04/11 20:01,
2周前
, 22F
04/11 20:01, 22F
→
04/11 20:02,
2周前
, 23F
04/11 20:02, 23F
推
04/11 20:03,
2周前
, 24F
04/11 20:03, 24F
推
04/11 20:09,
2周前
, 25F
04/11 20:09, 25F
噓
04/11 20:13,
2周前
, 26F
04/11 20:13, 26F
推
04/11 20:15,
2周前
, 27F
04/11 20:15, 27F
推
04/11 20:22,
2周前
, 28F
04/11 20:22, 28F
→
04/11 20:23,
2周前
, 29F
04/11 20:23, 29F
推
04/11 20:23,
2周前
, 30F
04/11 20:23, 30F
推
04/11 20:25,
2周前
, 31F
04/11 20:25, 31F
推
04/11 20:26,
2周前
, 32F
04/11 20:26, 32F
推
04/11 20:29,
2周前
, 33F
04/11 20:29, 33F
噓
04/11 20:31,
2周前
, 34F
04/11 20:31, 34F
推
04/11 20:32,
2周前
, 35F
04/11 20:32, 35F
→
04/11 20:33,
2周前
, 36F
04/11 20:33, 36F
推
04/11 20:33,
2周前
, 37F
04/11 20:33, 37F
推
04/11 20:42,
2周前
, 38F
04/11 20:42, 38F
噓
04/11 20:43,
2周前
, 39F
04/11 20:43, 39F
噓
04/11 20:44,
2周前
, 40F
04/11 20:44, 40F
推
04/11 20:53,
2周前
, 41F
04/11 20:53, 41F
→
04/11 20:59,
2周前
, 42F
04/11 20:59, 42F
推
04/11 21:00,
2周前
, 43F
04/11 21:00, 43F
推
04/11 21:08,
2周前
, 44F
04/11 21:08, 44F
推
04/11 21:14,
2周前
, 45F
04/11 21:14, 45F
推
04/11 21:22,
2周前
, 46F
04/11 21:22, 46F
推
04/11 21:23,
2周前
, 47F
04/11 21:23, 47F
→
04/11 21:23,
2周前
, 48F
04/11 21:23, 48F
推
04/11 21:25,
2周前
, 49F
04/11 21:25, 49F
推
04/11 21:32,
2周前
, 50F
04/11 21:32, 50F
推
04/11 22:02,
2周前
, 51F
04/11 22:02, 51F
推
04/11 22:02,
2周前
, 52F
04/11 22:02, 52F
→
04/11 22:02,
2周前
, 53F
04/11 22:02, 53F
推
04/11 22:05,
2周前
, 54F
04/11 22:05, 54F
推
04/11 22:18,
2周前
, 55F
04/11 22:18, 55F
推
04/11 23:14,
2周前
, 56F
04/11 23:14, 56F
推
04/11 23:42,
2周前
, 57F
04/11 23:42, 57F
噓
04/11 23:59,
2周前
, 58F
04/11 23:59, 58F
推
04/12 00:19,
2周前
, 59F
04/12 00:19, 59F
推
04/12 00:44,
2周前
, 60F
04/12 00:44, 60F
推
04/12 09:22,
2周前
, 61F
04/12 09:22, 61F
推
04/12 11:28,
2周前
, 62F
04/12 11:28, 62F