[新聞] 以伊全面戰開打?別怕!有台灣護國群山
原文標題:
以伊全面戰開打? 別怕! 有台灣「護國群山」撐住
原文連結:
https://reurl.cc/Dj9xNE
發布時間:
2024/04/16
記者署名:
時報編譯柯婉琇綜合外電報導
原文內容:
周六伊朗直接從境內向以色列領土發動大規模空襲,為史上首見,雖然伊朗表明無意擴大事
態,以色列戰時內閣也表明無意引爆全面戰爭,但彭博分析指出,一旦以伊衝突擴大,在以
色列的晶片生產勢必受到衝擊,而台灣晶圓代工巨頭台積電(2330)和聯電(2303)可望坐
收轉單效益。
伊朗周末向以色列發射300多架無人機和飛彈,稱此舉是為了報復以色列在本月初空襲伊朗
駐敘利亞首都大馬士革大使館的行動。德黑蘭當局強調,在這波攻擊行動之後,伊朗不會尋
求進一步升級局勢,但如果以色列展開任何反擊,伊朗必定採取更為果斷的打擊行動。
以色列官員向媒體透露,以色列將對伊朗的攻擊作出回應,但尚未就行動的規模或時間做出
最終決定。目前以色列正面臨來自美國等重要盟邦要求克制、不要升級事態的巨大壓力。以
色列當地媒體報導,戰時內閣討論幾個回應伊朗攻擊的方案,目標是還以顏色,但無意引發
全面戰爭。此外,以色列擬在與美國協調後再採取行動。
彭博分析指出,如果以伊衝突擴大,那麼英特爾與高塔半導體(Tower Semiconductor Ltd
)在以色列的晶圓廠勢必面臨缺工、缺料、缺水電和生產中斷的困境,但由於英特爾與高塔
半導體在以色列的合計產量僅佔全球晶片供應比重不到8%,因此對全球產業的影響有限,且
台灣晶圓代工巨頭台積電和聯電也有能力接手從以色列轉出的急單,尤其是掌控全球46%先
進製程產能的台積電處於更有利的位置。
分析亦指出,由於高塔半導體的主要訂單來源是採用成熟製程的車用晶片和消費者電子晶片
,而這類客戶通常奉行「雙供應來源」策略,為了確保晶片供應穩定,可能迅速轉單給聯電
或其他台灣的成熟製程晶圓廠。
心得/評論:
以伊開打,嚇甩磨,外媒分析戰爭反而對晶圓雙雄是利多,迎來轉單效應,並且法說前夕外
媒也預估GG單季獲利能再成長5%
--
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