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台媒引消息指台積電或三度上調資本開支預算
阿思達克 10-08 12:35
據台灣傳媒報道,台積電(TSM.US)近期出乎預期提升7nm及5nm的月產能,反映產能提前滿載,而據供應鏈消息指公司有機會第三度上調資本開支,估計增幅約5%左右,再創歷史新高。

報道指美國針對華為的禁令已於9月中生效,而華為佔公司收入約14%,但第三季公司表現仍然理想,而第四季包括AMD(AMD.US)、高通(QCOM.US)及多家中國晶片公司的訂單亦湧入,填補了相關缺口,估計其營收將持平或略減,全年收入增長兩成的目標料可輕鬆達到。

除蘋果(AAPL.US)的舊機及iPhone 12系列帶動外,最新發布的平板及年底登場的Mac系列Apple Silicon處理器訂單亦勝預期,近期公司上調了7nm及5nm的月產能以應付客戶需求,市場消息指相關產能供不應求,訂單至少已排到2021年中,除蘋果外其他中國晶片客戶的訂單規模亦不斷擴大。

消息指,公司有機會將其160億至170億美元的資本開支預算再升5%,以助7nm及5nm擴產,並進行3nm的研發等,據了解5nm於今年第二季量產,而其強化版亦低調在第三季量產,而3nm量產目標是2022年下半年可達至月產能5.5萬片,較5nm初期規模再擴大。

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