業內人士：台積電明年業績增長力度減弱 主因系多數大客户縮減 23 年投片規模

智通財經
2022.09.27 06:51
半導體業內人士透露，目前電子供應鏈陷入砍單、延遲採購、砍價與取消長約的局勢，不僅是 TV 銷售大跌，Android 手機與筆電終端需求弱，服務器、車用與網通產品增幅也放緩，種種因素衝擊到上游晶圓代工、封測與 IC 設計行業。多家大廠預測庫存去化問題至少到年底才會有起色。幾乎所有台積電的大客户都傳出縮減 2023 年投片規模，這將令台積電明年的業績增長力度減弱。
Source: 智通財經 The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.