联电10月营收月、年双增 法人估今年EPS约4元新台币

爱集微
11 Nov 2024

联电(2303)10月营收月增12.8%、年增11.3%,法人机构指出,成熟制程竞争激烈,客户下单谨慎,恢复速度温和下,预估今年每股获利(EPS)约为4元新台币。分析师认为,第4季主要受惠AI相关应用增加,联电Computing相关产品较预期佳,抵销通讯和消费性产品衰退的不利因素,22、28nm还是主要的成长动能,预估全季晶圆出货量与上季相当,产能利用率将降至60%,产品美元ASP也与上季相当,...

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