📰 ReutersReutersCodex · 实盘不做把握 3/10
北京时间·🕒 发布 17:02:53时区推断·⟳ 抓取 17:03:12·⚡ 决策 08-04 17:33:44 +30m32s·84.0 天前
力积电称董事长去世后管理稳定，与美光合作按计划推进
当前新信息只是管理层稳定和既有美光合作按计划推进的澄清，没有新增订单金额、产能指引或业绩增量。
📄 原文Reuters↗ 原文
The management team at Taiwan's Powerchip Semiconductor Manufacturing Corp (PSMC) (6770.TW) remains stable and its co…
不做 力积电（6770.TW）
不做：董事长去世后的管理稳定表态只是存量合作按计划推进，缺少新增订单、金额、产能或业绩预期差，无法形成正期望交易。
不做 美光科技（MU.US）
不做：合作方进展未披露对美光收入、利润或HBM供给的新增量级，相对美光市值属于非交易性确认信息。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-08-04 · 扩散 low · price-in 风险 medium ↗
关键理由
- 当前新信息只是管理层稳定和既有美光合作按计划推进的澄清，没有新增订单金额、产能指引或业绩增量。
- 美光HBM相关PWF合作和2027年四季度量产目标此前已披露，本条更多是消除治理担忧而非形成新的短线重定价催化。
主要风险
- 若后续披露合作延期、管理层变动或客户重新谈判，才会构成新的方向性事件。
原文全文
展开原文 · 1,259 字
The management team at Taiwan's Powerchip Semiconductor Manufacturing Corp (PSMC) (6770.TW) remains stable and its cooperation with Micron (MU.O) will proceed as planned, acting Chairman Brian Shieh said on Tuesday.
Taiwan's fourth-largest foundry by revenue said on Friday its founder and Chairman Frank Huang had died from cardiopulmonary failure.
"The management team remains stable," Shieh said, adding the company's strategy would remain unchanged and follow the direction set by its late chairman.
PSMC manufactures dynamic random-access memory (DRAM) chips and mature-node logic chips, including power management ICs and display driver ICs.
Earlier this year, Powerchip sold its P5 chip fabrication facility in Miaoli County to U.S. chipmaker Micron and agreed on a long-term contract manufacturing deal.
Under the deal, PSMC would provide part of the post wafer fabrication (PWF) services for Micron's high-bandwidth memory chips, a critical component for AI processors.
Shieh said the company's cooperation with Micron would proceed as planned.
The company said in July a mini test line for its cooperation with Micron would be set up by the end of this year and mass production was targeted for the fourth quarter of 2027.
Taiwan's fourth-largest foundry by revenue said on Friday its founder and Chairman Frank Huang had died from cardiopulmonary failure.
"The management team remains stable," Shieh said, adding the company's strategy would remain unchanged and follow the direction set by its late chairman.
PSMC manufactures dynamic random-access memory (DRAM) chips and mature-node logic chips, including power management ICs and display driver ICs.
Earlier this year, Powerchip sold its P5 chip fabrication facility in Miaoli County to U.S. chipmaker Micron and agreed on a long-term contract manufacturing deal.
Under the deal, PSMC would provide part of the post wafer fabrication (PWF) services for Micron's high-bandwidth memory chips, a critical component for AI processors.
Shieh said the company's cooperation with Micron would proceed as planned.
The company said in July a mini test line for its cooperation with Micron would be set up by the end of this year and mass production was targeted for the fourth quarter of 2027.
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