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世界先进新加坡厂2024年下半年动工，2029年或将盈利

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ManufacturingCompany），消息称，新晶圆厂将在今年下半年开始动工兴建，新厂制程节点为0.13um～40nm，主要应用为电源管理、模拟、混合信号产品，主要应用以工业及车用为主，少部分为消费类产品。</p><p>世界先进此前预期，新厂约自2026年底开始移入设备，2027年开始小量生产，预估2027年的月产能约1万片，2028年为月产能3万片，2029年总产能达到单月5.5万片。</p><p>法人预估，2028年该新厂将收支平衡，而2029年新加坡12英寸厂将对世界先进营收贡献约158亿元新台币，占2029年总营收约15％～20％，毛利率28％～30％。</p><p>该厂获得了台积电的技术支持。世界先进6月26日公告，新加坡子公司VSMC董事会同意向台积电取得130nm至40nm BCD工艺等7项技术授权，技术授权费1.5亿美元。</p><p>法人指出，世界先进长期耕耘8英寸厂，客户关系相对稳定，中国大陆厂价格虽有影响，但该公司仍维持相对稳定的运营表现，未来在12英寸厂加入运营之后，对该公司长期运营展望相当正向。（校对/李梅）</p></body></html>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>世界先进新加坡厂2024年下半年动工，2029年或将盈利</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4588":"碎股","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","BK4526":"热门中概股","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","SOXX":"iShares费城交易所半导体ETF","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","BK4503":"景林资产持仓","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY 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BCD工艺等7项技术授权，技术授权费1.5亿美元。法人指出，世界先进长期耕耘8英寸厂，客户关系相对稳定，中国大陆厂价格虽有影响，但该公司仍维持相对稳定的运营表现，未来在12英寸厂加入运营之后，对该公司长期运营展望相当正向。（校对/李梅）","news_type":1},"isVote":1,"tweetType":1,"viewCount":965,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":32,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/330968100548832"}