[新聞] 台積電 上月營收創歷史新高
台積電 上月營收創歷史新高
http://udn.com/NEWS/STOCK/STO1/8154239.shtml
上市晶圓龍頭台積電(2330)今天公布上月合併營收,單月550.9億元,月增率5.7%,年增
率11.2%,創歷史單月新高,累計今年前八月合併營收為3958.4億元,年增率19.3%。
台積電上季法說會預估,第三季合併營收約在1610-1640 億元間,較第二季的1559億增長
3.3-5.2%,預估第三季毛利率為47-49%,第二季為49%,第三季度運營利率約為35-37%,
第二季為37%。台積電7月合併營收521億元,推估8、9月營收將達1089-1119億元。
受惠本周蘋果將推出新機,台積電被視為蘋果概念股,本周股價持續走升,今盤中已觸及
半年線104元,寫下一個多月以來的新高。
為了取得先進製程的領先地位,台積電持續投資研發,外資法人瑞銀證日前曾指出,半導
體大廠因應10奈米及以下技術突破,未來幾年都將維持高資本支出,估台積電明年資本支
出可望達120億美元歷史新高,較今年增20%,超過英特爾及三星。
瑞銀證分析,英特爾、三星及台積電三巨頭除投資下世代的16、14奈米製程外,在10奈米
及以下製程也都會維持高資本支出,以尋求技術突破與領先同業,預估台積電明年資本支
出將達120億美元,英特爾、三星明年資本支出則分別估110 億美元、101.6億美元,格羅
方德約為55億美元。
台積電第二季的先進製程28奈米,出貨占該公司第二季晶圓銷售收入的29%;40/45奈米的
營收占全季晶圓銷售收入的21%,總體而言,上述先進製程 (包含40/45奈米及以下)的營
收達到全季晶圓銷售收入的50%。
台積電表示,先進製程技術的需求會持續強勁,預估今年全球晶圓代工成長率,由原預估
的10%上修至11%,台積電今年成長也將優於全球晶圓代工產業平均數;但對全球半導體產
業的情況,則由原預估成長4%,下修至3%。
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