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穆迪:經濟增長放緩及美國出口管制影響半導體代工企業收入
評級機構穆迪發表研究報告指,環球經濟增長放緩及美國的出口管制措施,將削弱全球半導體代工企業台積電(TSM.US)及中芯國際(00981.HK)未來12至18個月的收入。 穆迪副總裁兼高級信用評級主任魯振懿表示,全球經濟增長乏力,加上高利率及通脹環境將打擊計算芯片需求,客戶亦專注於消化疫情期間囤積的芯片,料將減少市場上流向台積電和中芯國際的訂單。 他又指,雖然美國出口管制措施的短期影響有限,但預期會削弱兩家公司的收入和利潤潛力,預測2023年台積電和中芯國際的收入可能分別按年下降1%和12%。 穆迪預期隨著產品與服務的數字化轉型提速,中芯和台積電需要對開發下一代技術及產能擴張持續投資,以滿足未來3年上升的需求。(gc/k) ~
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