🔴四位數的台積電? 三位數的聯電? -📀晶圓代工成熟製程的爭霸戰🆙
▶️➡️全球晶圓代工龍頭台積電(TSMC)8月25日陸續通知客戶,即日起該公司生產的7奈米以上的製程新訂單全面漲價20%,7奈米以下的先進制程漲價7%到9%。消息震撼全球半導體供應鏈,分析稱將直接衝擊全球半導體產業及相關產品。
晶圓代工缺貨漲價已經不是產業新聞,從去年起聯電一路漲價,到今年向來認為晶圓代工業者不該隨著需求高就調高價格,需求差就降價的台積電,也罕見的一口氣調漲的先進V.S成熟製程的價格,而仔細去看漲價的內容,成熟製程更是漲價兩成,從這樣漲價的幅度就可以知道,成熟製程的市場需求有多麼的強勁,這就不難理解,專攻成熟製程市場的聯電,去年股價大漲187%,台積電60.1%,今年迄今聯電大漲53%,台積電17.7%。
事實上,聯電自從2018年放棄12奈米以下的先進製程,專攻8吋晶圓和28奈米成熟製程,當時很震撼市場,這等於是宣布不再和台積電軍備競賽,這讓聯電股價一直都徘徊在1X元,就不難窺見市場對聯電這布局的反應,但聯電反而因此不需要增加資本支出,後續折舊攤提費用,專注在提高股東報酬率和現金流量,聯電今年第2季毛利一舉突破30%、來到31.3%;上半年營收較去年同期成長13.1%,但上半年EPS卻較去年同期成長超過1倍多,去年上半年EPS 0.74元、今年上半年EPS 1.83元,顯然轉型有成。聯電日前法說會上也表示,第3季的需求仍然強勁,預估晶圓出貨量季增1-2%,平均銷售單價季增約6%,估第3季毛利率將進一步上揚約在35%,本業獲利也可比第2季持續成長。最新9月8號聯電總座表示,晶圓訂單客戶產能已經談到到明年底。
🚗價格調升、毛利增加這些是結果,但真正的原因,也就是需求,究竟從何開始爆炸性成長?真正讓聯電能夠一躍而起的,是5G電動車各種互聯網時代的需要,現在所需最夯的電動車相關的車用電子,非常需要大量的成熟製程晶片,當然還有微控制器等消費電子、通訊設備、智慧醫療等等,這讓成熟製程爆發性的開支散葉成長,成熟製程的可應用層面非常之廣,用白話一點的方式來說想像一下一輛智慧電動車所需要的車用晶片有多少?相較於傳統汽車,電動車就像一台可移動的超大型電腦,使用的半導體晶片需求將會大增,這也就是為何晶圓代工廠、矽晶圓廠均積極佈局車用市場,並相繼切入更新的材料:氮化鎵 (GaN) 等化合物半導體領域(也就是第三代半導體)。那麼先進製程呢?因為他的技術門檻高,主要使用在高端的傳輸、伺服器、數據中心等等,相較於成熟製程目前可應用的相對少。
🕐科技進步走的太快,晶片卻來不及生產供應,讓現階段的市場需求青睞成熟製程,等於是聯電的主場優勢,看到這裡就明白的聯電,外資重新擁抱甚至喊到百元目標價,曾經在21年前達到175元以上的歷史高點,市場都在看21年的漫長等待,聯電有沒有機會重返三位數?當然有著先進製程領先實力的台積電,回頭過來衝成熟製程,兩邊通吃,外資也不吝嗇看好到千元實力。
❗️需要思考的是,不只台灣廠商,亞洲的晶片供應商像是中國、韓國也前仆後繼擴廠,衝刺門檻相對低的成熟製程,來解決現階段晶片供不應求的景況,缺貨不會一直持續,何時會達到飽和?還有多久好光景達到產業的滿足點?這些是投資朋友們在操作上不妨納入考量的喔!
參考+延伸閱讀資料:
https://www.businessweekly.com.tw/business/blog/3007168
https://www.bbc.com/zhongwen/trad/business-58421003
https://www.cmmedia.com.tw/home/articles/29647
https://udn.com/news/story/7240/5676126
商業週刊
BBC News 中文
Anue鉅亨網財經新聞
圖片來源:BBC
同時也有167部Youtube影片,追蹤數超過11萬的網紅Lukas Engström,也在其Youtube影片中提到,Thank you @Cole Fogle for yet an amazing chat and for showing me your lovely home! Do you want to see MORE videos like this one? Please consider jo...
home business中文 在 Facebook 的最佳解答
時間過得好快啊
眨眼我的碩士課程就讀到第三個月了
第一個月做的assignment成績剛剛出爐啦
考到高分耶 🥳🥳🥳 開心開心 哈哈哈
誰要一起讀書 讓疫情間的時間過得充實好多
來來來
Today marks the third month of my MBA and i just got my result for the first assignment i did for my May classes.
I scored pretty well yayyyy 🙌🏻🥰🥰🥰 Imma happy gurl
Who wants to study with me
Come join us 🤣 It’s fun n stressful at the sametime but it’s sure hell fulfilling by filling up time during the pandemic huuuhuuu
MBA課程訊問: +6018-959 9161
MSI電腦折扣: https://my.msi.com/Promotion/2021WFHSTAYSAFE/nb
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MCO待在家無所事事要找些東西來做,進步人生,增加知識,來來來 誰要和姐姐一起讀英國MBA碩士文憑❤️不需要考試,只需要做好你們的assignments 和 thesis 功課就可以有機會考到成為一名碩士畢業生🎓 還可以選擇去英國丟四方帽耶!
姐姐是個SPM畢業生罷了 所以現在疫情那麼嚴重 又無所事事就去拿了個課程來讀。要一起嗎?他們比去外國讀考便宜很多很多。還有折扣(姐姐沒有拿錢的,純粹很得空找東西來學 拿個Master碩士文憑好過沒有 哈哈哈)就讀的還是英國前30名排名的大學哦
以前年輕時候沒好好讀書的人/後悔沒有考大學的人/上班族/讀到一半想換科目或工作領域的人/做生意的人/想做生意的人/想當一名碩士而不再是普通高中文憑畢業生的人/想增加多一張文憑的人 都可以報名就讀這個MBA英國碩士MBA課程。
一個月讀兩天罷了,5-10小時
由英國教授教的網課/疫情過後可以去學院上課都可以
Audentes 是OTHM, London Graduate School和 University 的馬來西亞appoited centre。他們的UK MBA 能以可負擔價格在一年裡面完成,有工作經驗者皆可加入。國際認可的學位能提升你在海外與國內的就業機會 與此同時可以在自己的生意上學以致用。除此之外 有別於普通的MBA學院 Audentes Education還附送 稅務管理訓練, personal legal conveyancing, wine appreciation 讓大家可以在職場與個人管理上發揮個人才能
訊問碩士博士課程的可以聯絡 : +6018-959 9161
MCO had been prolonged again and if u have no idea of what to do for this one year ahead of you, why not take up a MBA Master of Business Administration UK Course. There r discounts for early bird and they provide MONTHLY intakes so u can start anytime u want and study for a year before u pass n graduate.
(I DONT GET PAID NOR GETTING ANY % IN THIS. I Solely took it because i have nothing better to do in this pandemic so might as well i self improve, better than sitting at home wasting my life lol)
It only takes u ONE year to be a Master graduate and it only takes 2 days monthly for u to study for 5-10 hours.
No exams needed, only assignments and thesis needed to be handed over for passing.
The professor will be from the UK and since its still on the lockdown, students can opt for their online classes with the professor instead of physical classes.
Ppl who r already working / Ppl who doesnt like what they r studying now n would love to change course / Ppl who r in the business line / Ppl who wants to run their own business / Ppl who wish to get another certe / Ppl who wish to add a Master into ur namecard / Ppl who wish to be a Master/PHD graduate instead of a normal F5 grads , come join me in studying and get urself a Master/PHD certe ? Let’s go !
Contact : +6018-959 9161
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MCO上網課/讀書/工作需要到電腦的粉絲們現在MSI 有優惠 也有禮物送喔
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MCO again n u cant go anywhere but u need a laptop for ur online classes/online work/work from home ? MSI is currently having promotions for their laptops from RM2199 that comes with free warranty and free gifts. Click the link below to purchase
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home business中文 在 Facebook 的最讚貼文
MBA課程訊問: +6018-959 9161
MSI電腦折扣: https://my.msi.com/Promotion/2021WFHSTAYSAFE/nb
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MCO待在家無所事事要找些東西來做,進步人生,增加知識,來來來 誰要和姐姐一起讀英國MBA碩士文憑❤️不需要考試,只需要做好你們的assignments 和 thesis 功課就可以有機會考到成為一名碩士畢業生🎓 還可以選擇去英國丟四方帽耶!
姐姐是個SPM畢業生罷了 所以現在疫情那麼嚴重 又無所事事就去拿了個課程來讀。要一起嗎?他們比去外國讀考便宜很多很多。還有折扣(姐姐沒有拿錢的,純粹很得空找東西來學 拿個Master碩士文憑好過沒有 哈哈哈)就讀的還是英國前30名排名的大學哦
以前年輕時候沒好好讀書的人/後悔沒有考大學的人/上班族/讀到一半想換科目或工作領域的人/做生意的人/想做生意的人/想當一名碩士而不再是普通高中文憑畢業生的人/想增加多一張文憑的人 都可以報名就讀這個MBA英國碩士MBA課程。
一個月讀兩天罷了,5-10小時
由英國教授教的網課/疫情過後可以去學院上課都可以
Audentes 是OTHM, London Graduate School和 University 的馬來西亞appoited centre。他們的UK MBA 能以可負擔價格在一年裡面完成,有工作經驗者皆可加入。國際認可的學位能提升你在海外與國內的就業機會 與此同時可以在自己的生意上學以致用。除此之外 有別於普通的MBA學院 Audentes Education還附送 稅務管理訓練, personal legal conveyancing, wine appreciation 讓大家可以在職場與個人管理上發揮個人才能
訊問碩士博士課程的可以聯絡 : +6018-959 9161
MCO had been prolonged again and if u have no idea of what to do for this one year ahead of you, why not take up a MBA Master of Business Administration UK Course. There r discounts for early bird and they provide MONTHLY intakes so u can start anytime u want and study for a year before u pass n graduate.
(I DONT GET PAID NOR GETTING ANY % IN THIS. I Solely took it because i have nothing better to do in this pandemic so might as well i self improve, better than sitting at home wasting my life lol)
It only takes u ONE year to be a Master graduate and it only takes 2 days monthly for u to study for 5-10 hours.
No exams needed, only assignments and thesis needed to be handed over for passing.
The professor will be from the UK and since its still on the lockdown, students can opt for their online classes with the professor instead of physical classes.
Ppl who r already working / Ppl who doesnt like what they r studying now n would love to change course / Ppl who r in the business line / Ppl who wants to run their own business / Ppl who wish to get another certe / Ppl who wish to add a Master into ur namecard / Ppl who wish to be a Master/PHD graduate instead of a normal F5 grads , come join me in studying and get urself a Master/PHD certe ? Let’s go !
Contact : +6018-959 9161
——————————————————
電腦 Laptop / Computer
MCO上網課/讀書/工作需要到電腦的粉絲們現在MSI 有優惠 也有禮物送喔
從RM2199 開始的電腦 還有保加 還有禮物 點這個link 進去買買買
MCO again n u cant go anywhere but u need a laptop for ur online classes/online work/work from home ? MSI is currently having promotions for their laptops from RM2199 that comes with free warranty and free gifts. Click the link below to purchase
https://my.msi.com/Promotion/2021WFHSTAYSAFE/nb
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耳機 Headphone
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home business中文 在 Lukas Engström Youtube 的最佳貼文
Thank you @Cole Fogle for yet an amazing chat and for showing me your lovely home!
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home business中文 在 Faye Yau Youtube 的最佳解答
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home business中文 在 Belinda Chen Youtube 的精選貼文
❖❖❖ Info
?甜甜圈食材表:
高筋面粉 400g
糖 40g
盐 3g
酵母 5g
鸡蛋 两个
蛋黄 两个
牛奶 150g
黄油 50g
卡仕达奶油酱:
蛋黄 三个
糖 80g
牛奶 45g(调整浓稠度) + 350g (锅里加热的)
淡奶油 300g
糖 20g (加进奶油里)
**圈的部分我参考了小高姐的食谱~非常棒,她讲得也很清楚:https://www.youtube.com/watch?v=mt_d0C4qejo
?欢迎大家来我的小店(新加坡和马来西亚均可寄送): https://www.belindahome.org
欢迎关注我们的Instagram @belindahome2019
?(天哥的首席广告位) :天哥是新加坡的房地产经纪人,有需要咨询房产信息的朋友可以联系天哥哦,电话:+65 81187058;微信:litianyang91
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我常用的厨房锅具:https://www.youtube.com/watch?v=vFXynWTeT2A&t=13s
我所有的厨房小电器:https://www.youtube.com/watch?v=a7AhF12lxtM&t=8s
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我的咖啡机测评:https://www.youtube.com/watch?v=szvnkDbNJC0&t=444s
我的咖喱饭食谱:https://www.youtube.com/watch?v=3W6Pxd2Tsuc&t=140s
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新加坡淘宝转运攻略:https://www.youtube.com/watch?v=Jd2JXCs5VYs
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相机: Canon M50
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音乐: Be Free with Me (Acoustic Version) - Siine
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