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Zhitong
2022.09.27 06:51

业内人士：台积电明年业绩增长力度减弱 主因系多数大客户缩减 23 年投片规模

半导体业内人士透露，目前电子供应链陷入砍单、延迟采购、砍价与取消长约的局势，不仅是 TV 销售大跌，Android 手机与笔电终端需求弱，服务器、车用与网通产品增幅也放缓，种种因素冲击到上游晶圆代工、封测与 IC 设计行业。多家大厂预测库存去化问题至少到年底才会有起色。几乎所有台积电的大客户都传出缩减 2023 年投片规模，这将令台积电明年的业绩增长力度减弱。
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