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联电示警,半导体迈入“库存调整期”

     昨(27)日,联电公布财报显示,该公司第二季度营收为213.3亿元新台币,季增8%,年增79%,毛利率达46.5%,优于原先预期的近45%。


    而在此前,联电预估第二季度晶圆出货量将季增4%到5%,平均价(ASP)以美元计价将季成长3%到4%,产能利用率维持100%,毛利率接近45%。


    除了公布财报,联电共同总经理王石还表示,半导体产业历经过去两年的“超级循环周期”,目前正进入“库存调整期”,现阶段智能手机、个人计算机(PC)和消费性电子产品需求降温,可能会带来一些短期波动,因此,联电本季产能利用率将从先前逾100%过载状态降至100%的满载状态。


    据王石分析,由于车用、工业、服务器等需求仍持稳,一消一涨之下,消费性电子的疲软将被其他强劲需求抵销,因此联电仍能维持健康的产能利用率。


    此外,日前有消息称,联电目前正与客户协商,拟将22/28纳米等热门制程2023年的报价提升约为6%。


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