台積電高雄廠生變數?公司重申規畫時程 - 工程師

By Leila
at 2022-07-04T19:49
at 2022-07-04T19:49
Table of Contents
※ [本文轉錄自 Stock 看板 #1Yme8ulD ]
作者: brbear (I'm professional) 看板: Stock
標題: [新聞] 台積電高雄廠生變數?公司重申規畫時程
時間: Mon Jul 4 14:01:26 2022
1.完整新聞連結 (或短網址):
https://reurl.cc/QLQ55M
2.完整新聞標題:
台積電高雄廠生變數?公司重申規畫時程
3.媒體資訊(媒體來源與作者)、日期:
日期: 2022/07/01
媒體: 自由時報
作者: 洪友芳
4.完整新聞內容:
〔記者洪友芳/新竹報導〕護國神山台積電(2330)股價持續遭砍殺,砍單、延遲擴產的利
空傳言不斷,近日甚至傳出高雄廠的量產時程將延到2025年;對此傳言,台積電今重申,高
雄廠2022年動工,2024年量產的時程不變。
台積電去年11月間正式宣布高雄投資設廠案,落腳中油煉油廠舊址,將動工興建7奈米廠與2
8奈米的12吋廠,主要因應車用電子的客戶需求,這也是台積電最賺錢的兩代製程。台積電
未透露高雄廠今年何時動工,但高雄市政府上月曾對外釋出消息,受疫情影響,台積電高雄
新廠動土時間可能延到7月。對量產時程延後的傳言,台積電今重申,高雄廠2022年動工,2
024年量產的時程不變。
近月市場頻釋出台積電遭砍單、延遲擴產的利空傳言,引發媒體揣測台積電恐下修今年財測
,也衝擊台積電股價大跌;其實,台積電今年營運應如上月股東會所言,董事長劉德音表示
,全球通膨與中國封城雖影響消費需求下滑,導致全球半導體產業鏈庫存調整持續進行中,
但車用與高效能運算需求仍驅動台積電產能滿載,今年業績展望年增3成可達成,對於2023
年營運展望,受世界經濟改變中,還待與客戶討論。
心得
推文請自行斟酌,可能會被檢舉
沒水沒電啥的小心300w
市場法人已預期晶圓代工廠可能下修資本支出,但台積電仍在技術論壇釋出對市場樂觀看法
,2022~2023年將在台灣興建11座12吋晶圓廠及1座3DIC先進封裝廠。
蓋這麼多廠
沒有高雄可以嗎?是可以跟高雄說no?
台積電吃台灣米喝台灣水當然要貢獻臺灣
其他產業薪資低,只有台積獨樹一格
南部可以多一些高階高薪的職缺
台積擴廠周圍用地,高雄房價營建業起飛,然後房市井噴
台積產品順利出貨,人才留在高雄,大家發大財XDDD
託台積電的福,現在其他廠商也要擴大投資深耕高雄,
大家對GG有信心吧?多少抄底?
--
作者: brbear (I'm professional) 看板: Stock
標題: [新聞] 台積電高雄廠生變數?公司重申規畫時程
時間: Mon Jul 4 14:01:26 2022
1.完整新聞連結 (或短網址):
https://reurl.cc/QLQ55M
2.完整新聞標題:
台積電高雄廠生變數?公司重申規畫時程
3.媒體資訊(媒體來源與作者)、日期:
日期: 2022/07/01
媒體: 自由時報
作者: 洪友芳
4.完整新聞內容:
〔記者洪友芳/新竹報導〕護國神山台積電(2330)股價持續遭砍殺,砍單、延遲擴產的利
空傳言不斷,近日甚至傳出高雄廠的量產時程將延到2025年;對此傳言,台積電今重申,高
雄廠2022年動工,2024年量產的時程不變。
台積電去年11月間正式宣布高雄投資設廠案,落腳中油煉油廠舊址,將動工興建7奈米廠與2
8奈米的12吋廠,主要因應車用電子的客戶需求,這也是台積電最賺錢的兩代製程。台積電
未透露高雄廠今年何時動工,但高雄市政府上月曾對外釋出消息,受疫情影響,台積電高雄
新廠動土時間可能延到7月。對量產時程延後的傳言,台積電今重申,高雄廠2022年動工,2
024年量產的時程不變。
近月市場頻釋出台積電遭砍單、延遲擴產的利空傳言,引發媒體揣測台積電恐下修今年財測
,也衝擊台積電股價大跌;其實,台積電今年營運應如上月股東會所言,董事長劉德音表示
,全球通膨與中國封城雖影響消費需求下滑,導致全球半導體產業鏈庫存調整持續進行中,
但車用與高效能運算需求仍驅動台積電產能滿載,今年業績展望年增3成可達成,對於2023
年營運展望,受世界經濟改變中,還待與客戶討論。
心得
推文請自行斟酌,可能會被檢舉
沒水沒電啥的小心300w
市場法人已預期晶圓代工廠可能下修資本支出,但台積電仍在技術論壇釋出對市場樂觀看法
,2022~2023年將在台灣興建11座12吋晶圓廠及1座3DIC先進封裝廠。
蓋這麼多廠
沒有高雄可以嗎?是可以跟高雄說no?
台積電吃台灣米喝台灣水當然要貢獻臺灣
其他產業薪資低,只有台積獨樹一格
南部可以多一些高階高薪的職缺
台積擴廠周圍用地,高雄房價營建業起飛,然後房市井噴
台積產品順利出貨,人才留在高雄,大家發大財XDDD
託台積電的福,現在其他廠商也要擴大投資深耕高雄,
大家對GG有信心吧?多少抄底?
--
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工程師
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