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台媒引消息指台积电或三度上调资本开支预算
阿思达克 10-08 12:35
据台湾传媒报道,台积电(TSM.US)近期出乎预期提升7nm及5nm的月产能,反映产能提前满载,而据供应链消息指公司有机会第三度上调资本开支,估计增幅约5%左右,再创历史新高。

报道指美国针对华为的禁令已於9月中生效,而华为占公司收入约14%,但第三季公司表现仍然理想,而第四季包括AMD(AMD.US)、高通(QCOM.US)及多家中国晶片公司的订单亦涌入,填补了相关缺口,估计其营收将持平或略减,全年收入增长两成的目标料可轻松达到。

除苹果(AAPL.US)的旧机及iPhone 12系列带动外,最新发布的平板及年底登场的Mac系列Apple Silicon处理器订单亦胜预期,近期公司上调了7nm及5nm的月产能以应付客户需求,市场消息指相关产能供不应求,订单至少已排到2021年中,除苹果外其他中国晶片客户的订单规模亦不断扩大。

消息指,公司有机会将其160亿至170亿美元的资本开支预算再升5%,以助7nm及5nm扩产,并进行3nm的研发等,据了解5nm於今年第二季量产,而其强化版亦低调在第三季量产,而3nm量产目标是2022年下半年可达至月产能5.5万片,较5nm初期规模再扩大。

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