异动解读|联电夜盘上涨3.22%,成熟制程涨价预期持续发酵提振股价

行情直击
Sep 22

9月22日,联电夜盘上涨3.22%,报26.25美元/股,成交额75.89万美元。

消息面上,成熟制程晶圆代工涨价预期持续升温。联电预告将启动涨价,力积电传出部分产品报价大涨四成。AI推升先进制程市况强劲,周边电源管理IC、微控制器、传感器及MOSFET等成熟制程芯片需求同步爆发,加上台积电逐步缩减部分成熟制程产能带来的订单外溢效应,联电等代工厂产能利用率冲上高档、供不应求。联电直言,若市场供需趋势延续,明年晶圆代工价格调整幅度将比今年下半年更明显。此外,联电8月净销售额达250.45亿新台币,同比大增30.71%,本季度产能利用率突破90%,毛利率维持在30%中段,基本面持续向好。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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