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Jasmineeeee
2021-12-21
發帖了！！
Jasmineeeee
2021-09-02
台積電漲漲！
抱歉，原内容已删除
Jasmineeeee
2021-09-01
台積電棒棒的
换用台积电工艺？RTX 40显卡或更早发布
Jasmineeeee
2021-08-31
漲漲漲！
毛利润或将超过Intel 台积电明年营收将大增20％以上
Jasmineeeee
2021-08-30
漲！！
电子行业周报：关注台积电涨价与VR
Jasmineeeee
2021-08-28
股價起一起上升！
抱歉，原内容已删除
Jasmineeeee
2021-08-28
股價快漲！！
抱歉，原内容已删除
Jasmineeeee
2021-08-25
终于回来了！
传台积电通知客户全面涨价20%，即起生效
去老虎APP查看更多动态
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12:17","market":"us","language":"zh","title":"换用台积电工艺？RTX 40显卡或更早发布","url":"https://stock-news.laohu8.com/highlight/detail?id=2164860084","media":"赵悟省","summary":"英伟达的30系显卡陷入缺货状态，一个好消息是40系显卡可能会加速到来。据外媒爆料，英伟达 RTX 4000 系列显卡采用的 Ada Lovelace可能换用台积电5N工艺，可能会在明年下半年发布。在40系显卡的规格方面，推测满血版 AD102 GPU 的 CUDA 核心数，会从 RTX 3090 的 10496 个...","content":"<html><body><div>\n<div itemprop=\"articleBody\">\n<img src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/04/09/ChMkKmEu8fGIAzXnAAH0uSPYJtUAATTCgIxZPsAAfTR228.jpg\"/><div>\n<div><div></div></div>\n</div>\n<p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的30系显卡陷入缺货状态，一个好消息是40系显卡可能会加速到来。据外媒爆料，英伟达 RTX 4000 系列显卡采用的 Ada Lovelace可能换用<a href=\"https://laohu8.com/S/TSM\">台积电</a>5N工艺，可能会在明年下半年发布。</p><p><span></span><img height=\"427\" src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/04/09/ChMkKmEu8fGIAzXnAAH0uSPYJtUAATTCgIxZPsAAfTR228.jpg\" width=\"640\"/></p><p>在40系显卡的规格方面，推测满血版 AD102 GPU 的 CUDA 核心数，会从 RTX 3090 的 10496 个、增加到 18432 个，从而带来接近翻倍的性能提升。</p><p>多个爆料人认为，RTX 40 系列旗舰显卡的功耗会像传说中的 RTX 3090 Super 那样超过 400W ，对于整机的电源来说是一个不小的负担，而且预计40系显卡的价格也会上涨不少。</p><p>本文属于原创文章，如若转载，请注明来源：换用台积电工艺？RTX 40显卡或更早发布https://news.zol.com.cn/775/7756898.html</p><div zpv-events-inview=\"article-cont-bottom-viewport\"></div>\n<div>\n<span itemprop=\"url\">https://news.zol.com.cn/775/7756898.html</span>\n<span itemprop=\"indexUrl\">news.zol.com.cn</span>\n<span itemprop=\"isOriginal\">true</span>\n<span itemprop=\"author\"><a href=\"https://laohu8.com/S/000931\">中关村</a>在线</span>\n<span itemprop=\"isBasedOnUrl\">https://news.zol.com.cn/775/7756898.html</span>\n<span itemprop=\"genre\">report</span>\n<span itemprop=\"wordCount\">455</span>\n<span itemprop=\"description\">英伟达的30系显卡陷入缺货状态，一个好消息是40系显卡可能会加速到来。据外媒爆料，英伟达 RTX 4000 系列显卡采用的 Ada Lovelace可能换用台积电5N工艺，可能会在明年下半年发布。在40系显卡的规格方面，推测满血版 AD102 GPU 的 CUDA 核心数，会从 RTX 3090 的 10496 个...</span>\n</div></div>\n</div></body></html>","source":"zol_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>换用台积电工艺？RTX 40显卡或更早发布</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n换用台积电工艺？RTX 40显卡或更早发布\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-01 12:17 北京时间 <a href=http://news.zol.com.cn/775/7756898.html><strong>赵悟省</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达的30系显卡陷入缺货状态，一个好消息是40系显卡可能会加速到来。据外媒爆料，英伟达 RTX 4000 系列显卡采用的 Ada Lovelace可能换用台积电5N工艺，可能会在明年下半年发布。在40系显卡的规格方面，推测满血版 AD102 GPU 的 CUDA 核心数，会从 RTX 3090 的 10496 个、增加到 18432 个，从而带来接近翻倍的性能提升。多个爆料人认为，RTX 40 ...</p>\n\n<a href=\"http://news.zol.com.cn/775/7756898.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"TSM":"台积电","EWT":"台湾ETF-iShares MSCI","03145":"华夏亚洲高息股"},"source_url":"http://news.zol.com.cn/775/7756898.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2164860084","content_text":"英伟达的30系显卡陷入缺货状态，一个好消息是40系显卡可能会加速到来。据外媒爆料，英伟达 RTX 4000 系列显卡采用的 Ada Lovelace可能换用台积电5N工艺，可能会在明年下半年发布。在40系显卡的规格方面，推测满血版 AD102 GPU 的 CUDA 核心数，会从 RTX 3090 的 10496 个、增加到 18432 个，从而带来接近翻倍的性能提升。多个爆料人认为，RTX 40 系列旗舰显卡的功耗会像传说中的 RTX 3090 Super 那样超过 400W ，对于整机的电源来说是一个不小的负担，而且预计40系显卡的价格也会上涨不少。本文属于原创文章，如若转载，请注明来源：换用台积电工艺？RTX 40显卡或更早发布https://news.zol.com.cn/775/7756898.html\n\nhttps://news.zol.com.cn/775/7756898.html\nnews.zol.com.cn\ntrue\n中关村在线\nhttps://news.zol.com.cn/775/7756898.html\nreport\n455\n英伟达的30系显卡陷入缺货状态，一个好消息是40系显卡可能会加速到来。据外媒爆料，英伟达 RTX 4000 系列显卡采用的 Ada Lovelace可能换用台积电5N工艺，可能会在明年下半年发布。在40系显卡的规格方面，推测满血版 AD102 GPU 的 CUDA 核心数，会从 RTX 3090 的 10496 个...","news_type":1},"isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818230394,"gmtCreate":1630411309818,"gmtModify":1633678276535,"author":{"id":"4090411602909150","authorId":"4090411602909150","name":"Jasmineeeee","avatar":"https://static.tigerbbs.com/ce5081971fe1581fb8b6ac515d6df82c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"漲漲漲！","listText":"漲漲漲！","text":"漲漲漲！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818230394","repostId":"2163859219","repostType":2,"repost":{"id":"2163859219","pubTimestamp":1630400718,"share":"https://www.laohu8.com/m/news/2163859219?lang=&edition=full","pubTime":"2021-08-31 17:05","market":"us","language":"zh","title":"毛利润或将超过Intel 台积电明年营收将大增20％以上","url":"https://stock-news.laohu8.com/highlight/detail?id=2163859219","media":"中关村在线","summary":"芯研所消息，连日来的晶圆大厂涨价风波，让业界对于来年以台积电为代表的晶圆厂营收，预期值更高。据汇丰证券8月30日分析，台积电明年毛利率挑战53-55%，有可能追上英特尔的获利能力，并且指出，以台积电明年对先进及成熟制程调涨5-20%不等，全年平均单价（ASP）增幅15%来看，将带动2022年营收成长22-23%。芯研所采编汇丰表示，台积电计划第4季起调涨晶圆价格，这和管理层1、2季法说会表示对价格策略保持开放态度的观点一致，并不令人意外，但值得深究台积电此次调涨的幅度将不小，对平均单价和获利表现均有不小的影响。(7756101)","content":"<html><body><article><p>芯研所消息，连日来的晶圆大厂涨价风波，让业界对于来年以<a href=\"https://laohu8.com/S/TSM\">台积电</a>为代表的晶圆厂营收，预期值更高。</p><p>据<a href=\"https://laohu8.com/S/HSBC\">汇丰</a>证券8月30日分析，台积电明年毛利率挑战53-55%，有可能追上<a href=\"https://laohu8.com/S/INTC\">英特尔</a>的获利能力，并且指出，以台积电明年对先进及成熟制程调涨5-20%不等，全年平均单价（ASP）增幅15%来看，将带动2022年营收成长22-23%。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13937904172/0\"/><p><strong>芯研所采编</strong></p><p>汇丰表示，台积电计划第4季起调涨晶圆价格，这和管理层1、2季法说会表示对价格策略保持开放态度的观点一致，并不令人意外，但值得深究台积电此次调涨的幅度将不小，对平均单价和获利表现均有不小的影响。</p><p>(7756101)</p></article></body></html>","source":"tencent","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>毛利润或将超过Intel 台积电明年营收将大增20％以上</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ 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class=\"meta\">\n\n\n2021-08-31 17:05 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108311708087c365346&s=b><strong>中关村在线</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>芯研所消息，连日来的晶圆大厂涨价风波，让业界对于来年以台积电为代表的晶圆厂营收，预期值更高。据汇丰证券8月30日分析，台积电明年毛利率挑战53-55%，有可能追上英特尔的获利能力，并且指出，以台积电明年对先进及成熟制程调涨5-20%不等，全年平均单价（ASP）增幅15%来看，将带动2022年营收成长22-23%。芯研所采编汇丰表示，台积电计划第4季起调涨晶圆价格，这和管理层1、2季法说会表示对价格...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108311708087c365346&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"INTC":"英特尔","TSM":"台积电"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108311708087c365346&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2163859219","content_text":"芯研所消息，连日来的晶圆大厂涨价风波，让业界对于来年以台积电为代表的晶圆厂营收，预期值更高。据汇丰证券8月30日分析，台积电明年毛利率挑战53-55%，有可能追上英特尔的获利能力，并且指出，以台积电明年对先进及成熟制程调涨5-20%不等，全年平均单价（ASP）增幅15%来看，将带动2022年营收成长22-23%。芯研所采编汇丰表示，台积电计划第4季起调涨晶圆价格，这和管理层1、2季法说会表示对价格策略保持开放态度的观点一致，并不令人意外，但值得深究台积电此次调涨的幅度将不小，对平均单价和获利表现均有不小的影响。(7756101)","news_type":1},"isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":811209992,"gmtCreate":1630323462416,"gmtModify":1704958406768,"author":{"id":"4090411602909150","authorId":"4090411602909150","name":"Jasmineeeee","avatar":"https://static.tigerbbs.com/ce5081971fe1581fb8b6ac515d6df82c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"漲！！","listText":"漲！！","text":"漲！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811209992","repostId":"2163000404","repostType":2,"repost":{"id":"2163000404","pubTimestamp":1630293805,"share":"https://www.laohu8.com/m/news/2163000404?lang=&edition=full","pubTime":"2021-08-30 11:23","market":"us","language":"zh","title":"电子行业周报：关注台积电涨价与VR","url":"https://stock-news.laohu8.com/highlight/detail?id=2163000404","media":"华泰证券","summary":"华泰观点： 建议关注台积电涨价与VR 产品新周期经过连跌5 周下跌以后，上周恒生科技指数企稳反弹，当期恒生资讯科技业指数估值28 倍PE TTM，近十年21%分位。上周进入中报业绩密集披露期，在缺货涨价影响下，半导体企业业绩保持强劲增长。投资人关注1)台积电涨价对半导体设计公司影响，2)歌尔等企业如何受益于VR 产品新周期。上周全部A 股日均成交金额合计13,440 亿元人民币，环比上涨3.6%。","content":"<html><body><article><p>华泰观点： 建议关注<a href=\"https://laohu8.com/S/TSM\">台积电</a>涨价与VR 产品新周期经过连跌5 周下跌以后，上周恒生科技指数企稳反弹，当期恒生资讯科技业指数(HSCIIT)估值28 倍PE TTM，近十年21%分位。 上周A 股电子板块上涨1.1%，当前A/H 消费电子与半导体板块估值分别位于近五年23%/49%分位(PE TTM)。上周进入中报业绩密集披露期，在缺货涨价影响下，半导体企业业绩保持强劲增长。另一方面，受越南疫情复发与原材料涨价影响，消费电子公司业绩相对较弱。投资人关注1)台积电涨价对半导体设计公司影响，2)歌尔等企业如何受益于VR 产品新周期。</p><p>半导体板块公司产能、台积电涨价、存货等问题关注度较高上周，投资人广泛关注<a href=\"https://laohu8.com/S/300782\">卓胜微</a>、韦尔等半导体公司的中报业绩。市场主要关注点在于下半年环比增长是否可持续，具体体现在1)半导体公司明年产能是否有足够保障，2)台积电宣布涨价对公司毛利率可能产生的影响，3)公司真实库存情况，如海外公司因海运存货确认问题存货数字可能虚高，以及手机等下游产品的需求情况。</p><p>上周SW电子板块上涨1.1%，跑输上证指数(+2.8%)其中，其他电子板块(+9.5%)领涨。上周全部A 股日均成交金额合计13,440 亿元人民币，环比上涨3.6%。个股方面，上周电子板块涨幅前三公司为<a href=\"https://laohu8.com/S/688301\">奕瑞科技</a>(+21.9%)、<a href=\"https://laohu8.com/S/002241\">歌尔股份</a>(+20.0%)、<a href=\"https://laohu8.com/S/688200\">华峰测控</a>(+18.2%)，跌幅前三公司为<a href=\"https://laohu8.com/S/600563\">法拉电子</a>(-10.8%)、<a href=\"https://laohu8.com/S/688088\">虹软科技</a>(-9.2%)、<a href=\"https://laohu8.com/S/688019\">安集科技</a>(-8.7%)。北上资金上周合计净流入180 亿元人民币，电子板块主要增持歌尔股份、<a href=\"https://laohu8.com/S/600745\">闻泰科技</a>、<a href=\"https://laohu8.com/S/300458\">全志科技</a>，主要减持<a href=\"https://laohu8.com/S/603986\">兆易创新</a>、<a href=\"https://laohu8.com/S/600183\">生益科技</a>、<a href=\"https://laohu8.com/S/002475\">立讯精密</a>。</p><p>上周为业绩发布高峰期，立讯精密、歌尔股份等披露了H121 业绩，本周<a href=\"https://laohu8.com/S/002371\">北方华创</a>、<a href=\"https://laohu8.com/S/000725\">京东方A</a>等8 家公司将公布业绩。</p><p>上周恒生科技指数上涨7.3%，跑赢恒生指数(+2.3%)个股方面，涨幅居前的公司<a href=\"https://laohu8.com/S/03690\">美团-W</a>(+16.3%)、<a href=\"https://laohu8.com/S/00732\">信利国际</a>(14.2%)，上周跌幅前三公司为<a href=\"https://laohu8.com/S/02018\">瑞声科技</a>(-4.9%)、<a href=\"https://laohu8.com/S/00698\">通达集团</a>(-3.6%)。南下资金上周合计净流出48 亿元港币，科技板块主要增持<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、<a href=\"https://laohu8.com/S/02382\">舜宇光学科技</a>、<a href=\"https://laohu8.com/S/00992\">联想集团</a>，主要减持美团-W、<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>、<a href=\"https://laohu8.com/S/00285\">比亚迪电子</a>。上周瑞声科技、<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>电子、通达集团、<a href=\"https://laohu8.com/S/06869\">长飞光纤光缆</a>发布了业绩，本周<a href=\"https://laohu8.com/S/01888\">建滔积层板</a>将发布业绩。</p><p>海外市场：</p><p>上周纳斯达克指数涨2.8%，费城半导体指数涨5.5%。标普500 指数涨1.5%，主要科技股票方面，世界先进(+12.9%)、<a href=\"https://laohu8.com/S/VNET\">世纪互联</a>(+ 11.9%)、安靠(+ 11.1%)领涨；大立光(-4.2%)、群创光电(-3.8%)、<a href=\"https://laohu8.com/S/MSFT\">微软</a>(-1.5%)领跌。虚拟货币方面，比特币下跌0.5%。本周，<a href=\"https://laohu8.com/S/BRCM\">博通</a>将发布业绩。</p><p>风险提示：海外疫情升级风险，宏观下行风险，创新品渗透不及预期风险。文章来源：<a href=\"https://laohu8.com/S/601688\">华泰证券</a>原标题：电子行业周报：关注台积电涨价与VR</p></article></body></html>","source":"tencent","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>电子行业周报：关注台积电涨价与VR</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 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class=\"title\">\n电子行业周报：关注台积电涨价与VR\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-30 11:23 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108301756047c35bb39&s=b><strong>华泰证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>华泰观点： 建议关注台积电涨价与VR 产品新周期经过连跌5 周下跌以后，上周恒生科技指数企稳反弹，当期恒生资讯科技业指数(HSCIIT)估值28 倍PE TTM，近十年21%分位。 上周A 股电子板块上涨1.1%，当前A/H 消费电子与半导体板块估值分别位于近五年23%/49%分位(PE TTM)。上周进入中报业绩密集披露期，在缺货涨价影响下，半导体企业业绩保持强劲增长。另一方面，受越南疫情复发与...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108301756047c35bb39&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"03145":"华夏亚洲高息股","TSM":"台积电","EWT":"台湾ETF-iShares MSCI"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108301756047c35bb39&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2163000404","content_text":"华泰观点： 建议关注台积电涨价与VR 产品新周期经过连跌5 周下跌以后，上周恒生科技指数企稳反弹，当期恒生资讯科技业指数(HSCIIT)估值28 倍PE TTM，近十年21%分位。 上周A 股电子板块上涨1.1%，当前A/H 消费电子与半导体板块估值分别位于近五年23%/49%分位(PE TTM)。上周进入中报业绩密集披露期，在缺货涨价影响下，半导体企业业绩保持强劲增长。另一方面，受越南疫情复发与原材料涨价影响，消费电子公司业绩相对较弱。投资人关注1)台积电涨价对半导体设计公司影响，2)歌尔等企业如何受益于VR 产品新周期。半导体板块公司产能、台积电涨价、存货等问题关注度较高上周，投资人广泛关注卓胜微、韦尔等半导体公司的中报业绩。市场主要关注点在于下半年环比增长是否可持续，具体体现在1)半导体公司明年产能是否有足够保障，2)台积电宣布涨价对公司毛利率可能产生的影响，3)公司真实库存情况，如海外公司因海运存货确认问题存货数字可能虚高，以及手机等下游产品的需求情况。上周SW电子板块上涨1.1%，跑输上证指数(+2.8%)其中，其他电子板块(+9.5%)领涨。上周全部A 股日均成交金额合计13,440 亿元人民币，环比上涨3.6%。个股方面，上周电子板块涨幅前三公司为奕瑞科技(+21.9%)、歌尔股份(+20.0%)、华峰测控(+18.2%)，跌幅前三公司为法拉电子(-10.8%)、虹软科技(-9.2%)、安集科技(-8.7%)。北上资金上周合计净流入180 亿元人民币，电子板块主要增持歌尔股份、闻泰科技、全志科技，主要减持兆易创新、生益科技、立讯精密。上周为业绩发布高峰期，立讯精密、歌尔股份等披露了H121 业绩，本周北方华创、京东方A等8 家公司将公布业绩。上周恒生科技指数上涨7.3%，跑赢恒生指数(+2.3%)个股方面，涨幅居前的公司美团-W(+16.3%)、信利国际(14.2%)，上周跌幅前三公司为瑞声科技(-4.9%)、通达集团(-3.6%)。南下资金上周合计净流出48 亿元港币，科技板块主要增持腾讯控股、舜宇光学科技、联想集团，主要减持美团-W、中芯国际、比亚迪电子。上周瑞声科技、小米集团-W、比亚迪电子、通达集团、长飞光纤光缆发布了业绩，本周建滔积层板将发布业绩。海外市场：上周纳斯达克指数涨2.8%，费城半导体指数涨5.5%。标普500 指数涨1.5%，主要科技股票方面，世界先进(+12.9%)、世纪互联(+ 11.9%)、安靠(+ 11.1%)领涨；大立光(-4.2%)、群创光电(-3.8%)、微软(-1.5%)领跌。虚拟货币方面，比特币下跌0.5%。本周，博通将发布业绩。风险提示：海外疫情升级风险，宏观下行风险，创新品渗透不及预期风险。文章来源：华泰证券原标题：电子行业周报：关注台积电涨价与VR","news_type":1},"isVote":1,"tweetType":1,"viewCount":629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":813388237,"gmtCreate":1630131714129,"gmtModify":1704956423727,"author":{"id":"4090411602909150","authorId":"4090411602909150","name":"Jasmineeeee","avatar":"https://static.tigerbbs.com/ce5081971fe1581fb8b6ac515d6df82c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"股價起一起上升！","listText":"股價起一起上升！","text":"股價起一起上升！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813388237","repostId":"1184955585","repostType":2,"isVote":1,"tweetType":1,"viewCount":1117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":813383379,"gmtCreate":1630131501191,"gmtModify":1704956419719,"author":{"id":"4090411602909150","authorId":"4090411602909150","name":"Jasmineeeee","avatar":"https://static.tigerbbs.com/ce5081971fe1581fb8b6ac515d6df82c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"股價快漲！！","listText":"股價快漲！！","text":"股價快漲！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813383379","repostId":"1184955585","repostType":2,"isVote":1,"tweetType":1,"viewCount":699,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":837511414,"gmtCreate":1629899497038,"gmtModify":1633681627045,"author":{"id":"4090411602909150","authorId":"4090411602909150","name":"Jasmineeeee","avatar":"https://static.tigerbbs.com/ce5081971fe1581fb8b6ac515d6df82c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"终于回来了！","listText":"终于回来了！","text":"终于回来了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837511414","repostId":"1193505193","repostType":2,"repost":{"id":"1193505193","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629876341,"share":"https://www.laohu8.com/m/news/1193505193?lang=&edition=full","pubTime":"2021-08-25 15:25","market":"other","language":"zh","title":"传台积电通知客户全面涨价20%，即起生效","url":"https://stock-news.laohu8.com/highlight/detail?id=1193505193","media":"老虎资讯综合","summary":"8月25日，据台湾经济日报，台积电已在今日中午通知客户全面涨价20%，而且今天上线生产都是涨价后的价格，且已下单也在涨价之列。但对于涨价的消息，台积电不做评论。\n由于晶圆代工产能仍严重不足，因此后市持","content":"<p>8月25日，据台湾经济日报，<a href=\"https://laohu8.com/S/TSM\">台积电</a>已在今日中午通知客户全面涨价20%，而且今天上线生产都是涨价后的价格，且已下单也在涨价之列。但对于涨价的消息，台积电不做评论。</p>\n<p>由于晶圆代工产能仍严重不足，因此后市持续报价上涨已在市场预期中，但先前对于台积电涨价时间，先后传出不同消息，但以预计第四季调涨较多，对于今日火速涨价的消息，台积电暂未发表评论。</p>\n<p><img src=\"https://static.tigerbbs.com/1485faa428f749850f1d8b51f2295597\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","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>传台积电通知客户全面涨价20%，即起生效</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n传台积电通知客户全面涨价20%，即起生效\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-25 15:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月25日，据台湾经济日报，<a href=\"https://laohu8.com/S/TSM\">台积电</a>已在今日中午通知客户全面涨价20%，而且今天上线生产都是涨价后的价格，且已下单也在涨价之列。但对于涨价的消息，台积电不做评论。</p>\n<p>由于晶圆代工产能仍严重不足，因此后市持续报价上涨已在市场预期中，但先前对于台积电涨价时间，先后传出不同消息，但以预计第四季调涨较多，对于今日火速涨价的消息，台积电暂未发表评论。</p>\n<p><img src=\"https://static.tigerbbs.com/1485faa428f749850f1d8b51f2295597\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"03145":"华夏亚洲高息股","EWT":"台湾ETF-iShares MSCI","TSM":"台积电"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193505193","content_text":"8月25日，据台湾经济日报，台积电已在今日中午通知客户全面涨价20%，而且今天上线生产都是涨价后的价格，且已下单也在涨价之列。但对于涨价的消息，台积电不做评论。\n由于晶圆代工产能仍严重不足，因此后市持续报价上涨已在市场预期中，但先前对于台积电涨价时间，先后传出不同消息，但以预计第四季调涨较多，对于今日火速涨价的消息，台积电暂未发表评论。","news_type":1},"isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":812360381,"gmtCreate":1630553532043,"gmtModify":1631884930014,"author":{"id":"4090411602909150","authorId":"4090411602909150","name":"Jasmineeeee","avatar":"https://static.tigerbbs.com/ce5081971fe1581fb8b6ac515d6df82c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"台積電漲漲！","listText":"台積電漲漲！","text":"台積電漲漲！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/812360381","repostId":"2164067814","repostType":2,"repost":{"id":"2164067814","pubTimestamp":1630543800,"share":"https://www.laohu8.com/m/news/2164067814?lang=&edition=full","pubTime":"2021-09-02 08:50","market":"us","language":"zh","title":"晶圆代工涨价还没完，成熟制程或再涨6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2164067814","media":"半导体行业观察","summary":"据台媒经济日报报道，晶圆代工涨价潮一波波，继联电、世界、台积电之后，南韩三星也传出要调升报价15%至20%的消息。然而麦格理证券预测，晶圆代工成熟制程报价劲扬态势「还没完」，明年至少还会再涨6%，乐观情境涨幅上看11%至13%，大幅挹注台积电、联电和世界等三家指标厂营运。看好成熟制程涨幅领先，推荐优先加码联电和世界。至于该券商基本假设，明年成熟制程平均调涨6%。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20210902085754559v1979nx9ihk3e9h\"/><p>来源：内容来自「经济日报」，谢谢。</p><p>据台媒经济日报报道，晶圆代工涨价潮一波波，继<a href=\"https://laohu8.com/S/UMC\">联电</a>、世界、<a href=\"https://laohu8.com/S/TSM\">台积电</a>之后，南韩<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>也传出要调升报价15%至20%的消息。</p><p>然而麦格理证券预测，晶圆代工成熟制程报价劲扬态势「还没完」，明年至少还会再涨6%，乐观情境涨幅上看11%至13%，大幅挹注台积电、联电和世界等三家指标厂营运。</p><p>随著报价涨势延续，直接挹注相关业者<span>毛利</span>，麦格理最乐观情境推算台积电、联电、世界明年毛利率，分别挑战提升至54%、38%、46%，有望再创各公司的获利颠峰。</p><p>目前麦格里对两岸五大晶圆代工厂都评等「加码」，大陆获评有<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>和<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>，对台积电、联电、世界目标价各为765.9元、69.5元、155.9元。看好成熟制程涨幅领先，推荐优先加码联电和世界。</p><p>在业界普遍调升报价之际，南韩媒体报导，三星也将调升晶圆代工价格15%至20%，涨价适用从现在开始的四到五个月内。这意味台积电、三星、联电、格芯、中芯、力积电、世界等七家指标厂都已全面调涨升报价，不仅透露市场盛况空前，也反映各大厂积极转嫁半导体材料上扬的生产压力。</p><p>业界分析，晶圆代工厂全面调涨报价，IC设计厂压力最大，尤以主要才用成熟制程的微控制器（MCU）、驱动IC、消费性电子芯片业者最受威胁。</p><p>值得一提的是，先前联发科最主要晶圆代工伙伴台积电传出调整报价，但联发科劲敌<a href=\"https://laohu8.com/S/QCOM\">高通</a>旗舰晶片代工伙伴三星闻风不动，一度让市场忧心联发科恐较高通丧失成本竞争优势，随著三星也传出涨价，且涨幅与台积电相当，市场预期有助舒缓联发科的压力。</p><p>麦格理表示，今年以来成熟制程价格已大幅上调，8吋、12吋到40奈米涨幅自20%起跳，28至12奈米调涨10%，对比成熟制程主体的联电去年第2季到今年第2季，每片晶圆毛利率成长33%，世界同期成长31%，且两家总毛利率都大增800个基点，表现惊艳市场。</p><p>麦格理预测，明年初各成熟制程将另外调涨5%左右，正在洽谈2022下半年到2023年新产能绑定的长约价格，最大涨幅可能达到20%。至于该券商基本假设，明年成熟制程平均调涨6%。</p><p>麦格理指出，成熟制程涨幅扩大，无疑对联电、世界带来最大效益，优先布局。目标价则以台积电的上档空间最大，建议<span>长期投资</span>。</p><p><strong>为什么台积电也按捺不住了？</strong></p><p>8月26日一早，一名设计大厂经理人在上班途中突然接到台积电打来的电话：「总部决定涨价！」几乎同时间，台积电的客户纷纷接到电话，这个讯息迅速在科技业蔓延开来。</p><p>这一次的全面调涨可说是20年来头一遭！从5纳米、7纳米等先进制程，到28、40制程价格全面调涨5％到20％不等，其中成熟制程涨幅更上看20％。</p><p>犹记得去年第3季法说会上，面对法人公开提问会不会跟著同业调涨价格，台积电总裁魏哲家信誓旦旦这麽说：「对于短期的供应短缺，我们不会藉机调涨晶圆价格。」</p><p>一名台积电前主管也指出，台积电向来对价格有明确规范，尤其重视「partnership」（伙伴关係），创办人张忠谋曾自评：「台积电的成功，最大原因是partnership，服膺的是『不能因为我（台积电）的利益，而牺牲你的利益。』」正因如此，关乎客户利益的晶圆价格向来不轻易更动。这位前主管认为，此刻台积电宣布全面调涨，「CC（台积电总裁魏哲家）其实冒著很大的风险。」</p><p>这位台积前主管点破：晶圆代工产能短缺，导致晶圆代工同业调高定价，联电、世界先进、力积电纷纷调涨价格，而台积电向来是价格制定者，「台积电如果卖100元，联电大概顶多卖80元，其他只能卖更低。」但去年起，联电一路调价，「从80、90，现在涨到110，比台积电还贵，这就像奔驰车的价格卖得比Toyota低。台积电坐不住啊！」</p><p>「台积电长期对股东都有一个承诺在，以他们这麽先进的制程，势必要拿到更好的毛利。」晶圆代工产业主管认为，台积电如今先进制程的发展难以使毛利率提升，成熟制程若不调涨，「过几季就会到50％以下。」</p><p>摊开台湾晶圆业者的毛利率表现，联电受惠于不断涨价，毛利率从去年初不到20％，节节上升到今年第2季已达31.25％。世界先进的毛利率同样从31％提升到40％，力积电也从去年24％提升到如今39.5％以上，二线晶圆厂毛利率皆向上成长，唯有龙头大哥台积电却一路走滑。</p><p>摊开检视台积电近3季的毛利率，从去年第4季的54％、今年第1季52.4％，下降到今年第2季50％。</p><p>台积电涨价虽然显得仓卒，但动见观瞻的市场地位立刻吸引外资、当地券商纷纷发布报告，几乎都给予「优于大盘」、「买进」、「增持」的评价。对台积电2022年的表现，预估毛利率可拉高到51.5％至52％左右，EPS则可拉高至27元附近。</p><p>至于曾在年初高喊台积电目标价上看1000元的Aletheia，亦在最新报告中乐观看待台积电调涨晶圆代工价格的决定。Aletheia认为，在如是涨价情境下，台积电2022年的毛利率有望超过55％，也让该年的预期EPS来到33元，不仅远高于Aletheia年初预估值23.8元，也高于当时对2023年所预估的30.53元。</p><p>然而，若未来需求降低，台积电的报价有可能会全面调降吗？晶圆代工产业人士直言不太可能发生，「台积电是回到折让系统。」只不过，目前在8吋晶圆的产能上，由于新产能开出难以获利，恐怕会持续维持供不应求状态。</p><p>*免责声明：本文由作者原创。文章内容系作者个人观点，半导体行业观察转载仅为了传达一种不同的观点，不代表半导体行业观察对该观点赞同或支持，如果有任何异议，欢迎联系半导体行业观察。</p><p><strong>今天是《半导体行业观察》为您分享的第2785内容，欢迎关注。</strong></p><p>推荐阅读</p><p>★中国半导体三路出击</p><p>★芯片毛利率集体爆发，几家欢喜几家愁？</p><p>★从三星与<a 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n晶圆代工涨价还没完，成熟制程或再涨6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-02 08:50 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021090208575979eb02d4&s=b><strong>半导体行业观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：内容来自「经济日报」，谢谢。据台媒经济日报报道，晶圆代工涨价潮一波波，继联电、世界、台积电之后，南韩三星也传出要调升报价15%至20%的消息。然而麦格理证券预测，晶圆代工成熟制程报价劲扬态势「还没完」，明年至少还会再涨6%，乐观情境涨幅上看11%至13%，大幅挹注台积电、联电和世界等三家指标厂营运。随著报价涨势延续，直接挹注相关业者毛利，麦格理最乐观情境推算台积电、联电、世界明年毛利率，分别...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021090208575979eb02d4&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cdebdfe62273ac806dc3a657b1ca6182","relate_stocks":{"TSM":"台积电","03145":"华夏亚洲高息股","EWT":"台湾ETF-iShares MSCI"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021090208575979eb02d4&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2164067814","content_text":"来源：内容来自「经济日报」，谢谢。据台媒经济日报报道，晶圆代工涨价潮一波波，继联电、世界、台积电之后，南韩三星也传出要调升报价15%至20%的消息。然而麦格理证券预测，晶圆代工成熟制程报价劲扬态势「还没完」，明年至少还会再涨6%，乐观情境涨幅上看11%至13%，大幅挹注台积电、联电和世界等三家指标厂营运。随著报价涨势延续，直接挹注相关业者毛利，麦格理最乐观情境推算台积电、联电、世界明年毛利率，分别挑战提升至54%、38%、46%，有望再创各公司的获利颠峰。目前麦格里对两岸五大晶圆代工厂都评等「加码」，大陆获评有中芯国际和华虹半导体，对台积电、联电、世界目标价各为765.9元、69.5元、155.9元。看好成熟制程涨幅领先，推荐优先加码联电和世界。在业界普遍调升报价之际，南韩媒体报导，三星也将调升晶圆代工价格15%至20%，涨价适用从现在开始的四到五个月内。这意味台积电、三星、联电、格芯、中芯、力积电、世界等七家指标厂都已全面调涨升报价，不仅透露市场盛况空前，也反映各大厂积极转嫁半导体材料上扬的生产压力。业界分析，晶圆代工厂全面调涨报价，IC设计厂压力最大，尤以主要才用成熟制程的微控制器（MCU）、驱动IC、消费性电子芯片业者最受威胁。值得一提的是，先前联发科最主要晶圆代工伙伴台积电传出调整报价，但联发科劲敌高通旗舰晶片代工伙伴三星闻风不动，一度让市场忧心联发科恐较高通丧失成本竞争优势，随著三星也传出涨价，且涨幅与台积电相当，市场预期有助舒缓联发科的压力。麦格理表示，今年以来成熟制程价格已大幅上调，8吋、12吋到40奈米涨幅自20%起跳，28至12奈米调涨10%，对比成熟制程主体的联电去年第2季到今年第2季，每片晶圆毛利率成长33%，世界同期成长31%，且两家总毛利率都大增800个基点，表现惊艳市场。麦格理预测，明年初各成熟制程将另外调涨5%左右，正在洽谈2022下半年到2023年新产能绑定的长约价格，最大涨幅可能达到20%。至于该券商基本假设，明年成熟制程平均调涨6%。麦格理指出，成熟制程涨幅扩大，无疑对联电、世界带来最大效益，优先布局。目标价则以台积电的上档空间最大，建议长期投资。为什么台积电也按捺不住了？8月26日一早，一名设计大厂经理人在上班途中突然接到台积电打来的电话：「总部决定涨价！」几乎同时间，台积电的客户纷纷接到电话，这个讯息迅速在科技业蔓延开来。这一次的全面调涨可说是20年来头一遭！从5纳米、7纳米等先进制程，到28、40制程价格全面调涨5％到20％不等，其中成熟制程涨幅更上看20％。犹记得去年第3季法说会上，面对法人公开提问会不会跟著同业调涨价格，台积电总裁魏哲家信誓旦旦这麽说：「对于短期的供应短缺，我们不会藉机调涨晶圆价格。」一名台积电前主管也指出，台积电向来对价格有明确规范，尤其重视「partnership」（伙伴关係），创办人张忠谋曾自评：「台积电的成功，最大原因是partnership，服膺的是『不能因为我（台积电）的利益，而牺牲你的利益。』」正因如此，关乎客户利益的晶圆价格向来不轻易更动。这位前主管认为，此刻台积电宣布全面调涨，「CC（台积电总裁魏哲家）其实冒著很大的风险。」这位台积前主管点破：晶圆代工产能短缺，导致晶圆代工同业调高定价，联电、世界先进、力积电纷纷调涨价格，而台积电向来是价格制定者，「台积电如果卖100元，联电大概顶多卖80元，其他只能卖更低。」但去年起，联电一路调价，「从80、90，现在涨到110，比台积电还贵，这就像奔驰车的价格卖得比Toyota低。台积电坐不住啊！」「台积电长期对股东都有一个承诺在，以他们这麽先进的制程，势必要拿到更好的毛利。」晶圆代工产业主管认为，台积电如今先进制程的发展难以使毛利率提升，成熟制程若不调涨，「过几季就会到50％以下。」摊开台湾晶圆业者的毛利率表现，联电受惠于不断涨价，毛利率从去年初不到20％，节节上升到今年第2季已达31.25％。世界先进的毛利率同样从31％提升到40％，力积电也从去年24％提升到如今39.5％以上，二线晶圆厂毛利率皆向上成长，唯有龙头大哥台积电却一路走滑。摊开检视台积电近3季的毛利率，从去年第4季的54％、今年第1季52.4％，下降到今年第2季50％。台积电涨价虽然显得仓卒，但动见观瞻的市场地位立刻吸引外资、当地券商纷纷发布报告，几乎都给予「优于大盘」、「买进」、「增持」的评价。对台积电2022年的表现，预估毛利率可拉高到51.5％至52％左右，EPS则可拉高至27元附近。至于曾在年初高喊台积电目标价上看1000元的Aletheia，亦在最新报告中乐观看待台积电调涨晶圆代工价格的决定。Aletheia认为，在如是涨价情境下，台积电2022年的毛利率有望超过55％，也让该年的预期EPS来到33元，不仅远高于Aletheia年初预估值23.8元，也高于当时对2023年所预估的30.53元。然而，若未来需求降低，台积电的报价有可能会全面调降吗？晶圆代工产业人士直言不太可能发生，「台积电是回到折让系统。」只不过，目前在8吋晶圆的产能上，由于新产能开出难以获利，恐怕会持续维持供不应求状态。*免责声明：本文由作者原创。文章内容系作者个人观点，半导体行业观察转载仅为了传达一种不同的观点，不代表半导体行业观察对该观点赞同或支持，如果有任何异议，欢迎联系半导体行业观察。今天是《半导体行业观察》为您分享的第2785内容，欢迎关注。推荐阅读★中国半导体三路出击★芯片毛利率集体爆发，几家欢喜几家愁？★从三星与谷歌携手打造5G手机芯片谈起半导体行业观察『半导体第一垂直媒体』实时 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