[新聞] 徐秀蘭:下半年趨向緩成長 全年成長有壓力
原文標題:徐秀蘭:下半年趨向緩成長 全年成長有壓力
原文連結:https://ec.ltn.com.tw/article/breakingnews/4650244
發布時間:2024-4-23
記者署名:洪友芳
原文內容:
矽晶圓大廠環球晶(6488)董事長徐秀蘭今受訪指出,下半年仍將會較上半年成長,但因
總體經濟的不確定性因素較年初預估為多,例如美國降息延後、電動車需求較預期低、油
價上漲,致使下半年趨向緩成長,全年要成長也變得有壓力。
徐秀蘭今(23)日出席ERSO Award頒獎典禮,她也是今年四位得獎主之一,針對下半年,
她受訪提出新展望。
徐秀蘭表示,客戶庫存持續下降中,但下降速度沒有預期來得快;相對需求較好的是高階
記憶體,且高頻寬記憶體(HBM)需要用到品質最好的矽晶圓,目前公司在12吋產能利用
率達100%,日本新擴充的產能也已在量產中。她並說,傳統的記憶體需求偏弱,電動車市
場價格壓力大也影響車用需求較弱。
就產品平均售價(ASP)而言,徐秀蘭坦承,因存貨較高,今年ASP壓力較大,環球晶已跟
客戶協調,長約(LTA)部分搭配一部分現貨,兩者價格有差異,影響今年ASP會較低。
心得/評論:
不可能現在都流行講實話吧?
連矽晶圓龍頭環球晶都覺得今年成長會有壓力
不過盤中新聞沒跌
利空出盡?
--
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