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美股異動 | 台積電(TSM.US)盤前續跌逾1% 消息稱其延遲擴產、產能利用率下降
格隆匯 09-07 16:09
格隆匯9月7日丨台積電(TSM.US)盤前跌1.55%,報78.79美元;該股昨日收跌1.08%,上週累跌4.53%。有媒體援引供應鏈業內人士稱,由於客户縮減訂單,台積電7nm產能利用率將逐步下滑。由於市場需求放緩,台積電決定暫時放緩高雄工廠的擴產進度,預計2023年7nm產線的產能利用率將低於90%。摩根大通最新報吿指出,台積電面臨聯發科、AMD、高通、英偉達等四大先進製程客户砍單,計劃關閉四台極紫外光(EUV)機台以減少產出,月產能將鋭減1.5萬片,明年獲利恐衰退8%,是三年來首度面臨獲利下滑。

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