世界先进新加坡厂2024年下半年动工，2029年或将盈利_老虎社区_美港股上老虎

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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今年下半年世界先进新加坡12英寸厂将开始动工兴建，法人预估，世界先进12英寸厂2027年试产，2029年就将开始贡献利润，其技术有台积电的支持，市场看好其长期运营展望。世界先进与恩智浦在新加坡成立VSMC（VisionPower Semiconductor 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...

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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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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世界先进新加坡厂2024年下半年动工，2029年或将盈利\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-24 14:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8bTjadVU6Sv><strong>爱集微APP</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年下半年世界先进新加坡12英寸厂将开始动工兴建，法人预估，世界先进12英寸厂2027年试产，2029年就将开始贡献利润，其技术有台积电的支持，市场看好其长期运营展望。世界先进与恩智浦在新加坡成立VSMC（VisionPower Semiconductor 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...</p>\n\n<a href=\"https://tech.ifeng.com/c/8bTjadVU6Sv\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","SOXX":"iShares费城交易所半导体ETF","BK4548":"巴美列捷福持仓","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","BK4591":"室温超导概念","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 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ACC"},"source_url":"https://tech.ifeng.com/c/8bTjadVU6Sv","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2453023032","content_text":"今年下半年世界先进新加坡12英寸厂将开始动工兴建，法人预估，世界先进12英寸厂2027年试产，2029年就将开始贡献利润，其技术有台积电的支持，市场看好其长期运营展望。世界先进与恩智浦在新加坡成立VSMC（VisionPower Semiconductor 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。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。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％。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。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,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}