部分台積電供應商坦言 Q4已被砍單 - 工程師
By Agnes
at 2022-10-25T22:50
at 2022-10-25T22:50
Table of Contents
新聞標題: 部分台積電供應商坦言 Q4已被砍單
2022/10/25 21:20:31
經濟日報 記者鐘惠玲/即時報導
台積電(2330)繼日前在法說會中宣布下修今年資本支出後,總裁魏哲家24日再發信鼓勵
員工多休假。這番言論讓外界認為台積電短期表現可能有轉弱跡象,並將牽動相關材料與
設備廠商也要跟著度小月。據了解,已有部分台積電供應鏈業者在第4季被砍單。
台積電在全球半導體供應鏈占有重要地位,對於相關台廠也是如同衣食父母,相關供應鏈
人士坦言,「台積電好,我們就好;台積電不好,我們也好不到哪裡去」。
供應鏈業者透露,台積電最近部分產能「已經慢慢不那麼滿了」,不過,根據台積電日前
釋出的展望預測,第4季美元營收將介於199億至207億美元之間,均值將微幅季增0.4%,
仍有機會再挑戰新高,明年也將力求持續成長。
台積電先前提到,第4季5奈米製程的需求持續增加,補足終端市場需求轉弱、客戶持續調
整庫存的影響。
台積電先前估計2022年資本支出約400億至440億美元,但最新進度已下修至約360億美元
,惟仍高於去年的300.4億美元。
新聞來源: https://reurl.cc/8prQRM
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