台積電下半年 面臨四大風險 - 工程師
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By Lauren
at 2018-05-12T12:29
at 2018-05-12T12:29
Table of Contents
台積電下半年 面臨四大風險
https://udn.com/news/story/7240/3135896
2018-05-11 00:58經濟日報 記者 謝佳雯
台積電是全球晶圓代工龍頭,營運動能反映眾多晶片客戶、甚至終端市場需求消長,目前
看來,高階智慧手機和數位貨幣兩大類應用,以及限電和中美貿易兩大危機,將是牽動台
積電下半年營運表現的四大風險。
去年以來,高階智慧手機面臨賣不動的現象,市場普遍對於高階新機的賣點沒有期待;至
於一度暴衝的數位貨幣市場,更因為各國管制或管理方案紛紛出爐,交易價格大起大落,
台積電早於第1季就釋出這塊市場不確定性高的看法,至今依舊不變。
4月下旬因美國商務部對中興祭出的制裁令,禁止美商對其供貨,甚至可能禍延華為和聯
想,將美中貿易戰引爆到最高點,進而左右全球經濟情勢。台積電董事長張忠謀日前就曾
直言,這項挑戰是他從未遇見過的情形。
即將到來的夏季用電高峰,國內可能出現缺電、限電,對台積電也是風險。
--
十萬青年十萬肝 GG輪班救台灣
Sieg G翁!Sieg G翁!Sieg G翁!
--
https://udn.com/news/story/7240/3135896
2018-05-11 00:58經濟日報 記者 謝佳雯
台積電是全球晶圓代工龍頭,營運動能反映眾多晶片客戶、甚至終端市場需求消長,目前
看來,高階智慧手機和數位貨幣兩大類應用,以及限電和中美貿易兩大危機,將是牽動台
積電下半年營運表現的四大風險。
去年以來,高階智慧手機面臨賣不動的現象,市場普遍對於高階新機的賣點沒有期待;至
於一度暴衝的數位貨幣市場,更因為各國管制或管理方案紛紛出爐,交易價格大起大落,
台積電早於第1季就釋出這塊市場不確定性高的看法,至今依舊不變。
4月下旬因美國商務部對中興祭出的制裁令,禁止美商對其供貨,甚至可能禍延華為和聯
想,將美中貿易戰引爆到最高點,進而左右全球經濟情勢。台積電董事長張忠謀日前就曾
直言,這項挑戰是他從未遇見過的情形。
即將到來的夏季用電高峰,國內可能出現缺電、限電,對台積電也是風險。
--
十萬青年十萬肝 GG輪班救台灣
Sieg G翁!Sieg G翁!Sieg G翁!
--
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