台积电4月营收终止连续两个月下滑态势
5月10日,台积电公布4月营收报告,2023年4月合并营收约为1479亿元新台币,较上月增加了1.7%,较去年同期减少了14.3%。累计1月至4月营收约为6565亿元新台币,较去年同期减少了1.1%。

据中国台湾经济日报报道,台积电4月合并营收虽然终止连续两个月下滑态势,但单月业绩仅小幅月增不到2%,且前四月合并营收转为年减1.1%,为今年度业绩表现恐较去年度下滑、终止连续多年成长态势提前敲响警钟。后续仍须密切观察半导体库存调整脚步与终端需求是否改善。
而台积电先前于法说会上提到,晶圆厂半导体库存调整所需要的时间将较之前预期更长,可能持续到第3季才会重新平衡到更健康的水准。展望2023年,台积电下修对全球半导体市场(不含存储器)预估值至年减中个位数百分比(4%至6%),晶圆制造产业则下修为年减高个位数百分比(7%至9%)。
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