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《大行報告》瑞信引述華虹半導體(01347.HK)指不少客戶要求增產 料明年產能可保持滿負荷
阿思達克 11-05 11:02
瑞信發表報告指,與華虹半導體(01347.HK)首席財務官王鼎進行投資者會議,引述公司管理層指產品需求強勁,目前產能已接近滿負荷,料全年可保持強勁,目前並沒有到任何客戶訂單放緩的勢頭,並指客戶持續要求公司增加產能,預計將在明年保持滿負荷。 該行指,公司於已將華虹12英寸產能,由今年1月的2萬件至4月提升至4萬件,至現在達6.5萬件,並將持續到2022年。 瑞信引述公司指12英寸及8英寸產品平均售價每季最少提價3至4%,料相關有利環境可持續至明年,更`藉產品組合改善、定價及規模,可抵銷晶圓等成本上漲因素。瑞信維持其「中性」投資評級及目標價52元。
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