美股異動 | 台積電跌2% 據悉遭聯發科削減6/7nm代工訂單 遭高盛剔出“確信買入”名單
格隆匯10月14日丨台積電(TSM.US)跌2.22%,報65.14美元,總市值3378億美元。市場消息人士透露,聯發科技在台積電的6nm和7nm晶圓開工量已經縮減,原因是聯發科智能手機AP的銷售情況並不理想,訂單削減可能會持續到明年上半年。另外,高盛重申台積電“買入”評級,但剔出“確信買入”名單,目標價由126美元降至89美元,以反映盈利前景轉弱及需求不確定性上升。報吿中稱,公司昨天(13日)舉行分析員會議,感覺到管理層口吻較對上一次會議更加保守。台積電承認留意到需求疲弱的影響,特別是7nm製程;其產能使用率在第四季將開始下滑,並持續至明年上半年。該行提到,管理層進一步下調今年資本開支預算至360億美元(相對之前近400億美元),部分源於需求不確定性及生產工具付運問題。

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