KLSE (MYR): EG (8907)
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Teresa55
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Posted by Teresa55 > 2020-04-16 18:08 | Report Abuse
《台积电 TSM.US 淡季不淡 . Q1净利暴增90%》
太亮眼 !受益高性能计算以及5G 智能手机的持续增长,台积电20Q1营收超预期达103.1亿美元,逼近历史最好单季营收;净利润38.9亿美元同比暴增90%再创单季历史新高。另外,台积电给出了强劲Q2业绩指引,疫情难撼半导体产业高景气度。
和昨天(4月15日)公布Q1业绩时拒绝给出Q2业绩指引的「芯片之母」AMSL不同,台积电给出了强劲的Q2业绩指引:营收101亿-104亿美元,毛利率50%-52%。此前,业界普遍担心新冠疫情会对半导产业链带来巨大冲击,但从台积电的业绩指引看,情况好像没有想象的那么差。
《Q2即将登场的5nm》
5nm量产是台积电今年的重头戏,按计划Q2将正式量产,业界同时看好台积电5nm和7nm二大主力制程齐发威。
5nm首批客户原定为苹果和海思,但最近据台媒报导,海思减少向台积电5nm投片,不过相关产能被苹果包下。后者还要求台积电今年第四季度追加近1万片产能,与AMD等争夺5nm强化版工艺。苹果正在全力吃进台积电5nm的产能,而这也在为iPhone 12所用的处理器A14做准备。
值得一提的是,目前掌握5nm制程的仅有台积电和三星两家。根据上述报道,台积电5nm工艺目前已量产出货。而三星预计在今年6月底左右完成5nm产线建设,量产时间要等到今年底或明年初。