[新聞] 台積電8月營收495億 創新高
中國時報【王宗彤╱台北報導】
台積電(2330)昨(10)日公布8月營收494.97億元，再創新高，月增2％，年增31.5％。台積
電財務長暨發言人何麗梅表示，客戶出貨提前，第三季業績展望數字將較早先公布資訊略
為增加。
何麗梅表示，台積電2012年第三季的營收，預估將較先前於7月19日公布的第三季業績展
望數字略為增加，主要原因為部分客戶出貨提前，以及第三季的光罩收入較預期為多。
台積電原本預期第三季合併營收將介於1360億至1380億元，較第二季成長約7％。由於台
積電7、8月合計合併營收已達980.22億元，業績表現超前，何麗梅表示，第三季業績表現
將可略優於預期。
此外，昨日上市櫃公司8月營收公布，累計今年營收前20大中，有12檔是電子股，鴻海和
廣達累計今年營收排名1、2名，分別為1.9兆和6238億元，不過，鴻海營收年增22％，廣
達卻衰退8％，而前10名只有台塑化1檔傳產股。觀察這前20大營收股，營收表現年增多半
是衰退表現，13檔營收表現衰退，7檔累計營收成長，除鴻海外，電子股包括緯創、和碩
、台積電、華碩等都成長。
雖然昨日電子股表現弱，尤其蘋果iPhone5將問市，但昨日蘋果族群表現卻不靈光，讓台
股表現備受壓抑。群益中小型股經理人蔡志仁表示，台股仍有補漲機會，對於iPhone5與
Window8系統等新品陸續問世，還是有機會推升電子股的業績表現，預期9月將進入旺季，
台股可望有轉折的契機。
統一新亞洲科技能源經理人林川欽表示，明年科技產業投資亮點還是智慧手機，基本面及
題材兼具，隨著景氣逐漸回升，仍將有機會帶動相關供應鏈廠商業績及股價成長。除手機
外，筆電市場也可望受到微軟的Windows8系統上市激勵，帶動一波換機需求。
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