
南科管理局統計顯示,受全球AI熱潮及先進製程帶動,南科1至8月營業額達2兆4951.24億元,較去年同期成長36.50%,其中積體電路產業成長38.24%,電腦及周邊產業成長55.77%,精密機械產業成長62.39%。
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全球AI熱潮及先進製程需求帶動南科營業額成長,積體電路、電腦周邊及精密機械產業表現強勁。
全球AI熱潮及先進製程帶動下,南科1至8月營業額達2兆4951.24億元,較去年同期成長36.50%。(南科管理局提供)
〔記者劉婉君/台南報導〕全球AI熱潮帶動,積體電路產業強勁領航,南科1至8月營業額達2兆4951.24億元,較去年同期大幅成長36.50%,再創歷史同期新高。
根據南科管理局統計,積體電路產業受高效能運算(HPC)、AI應用需求旺盛及3奈米先進製程放量帶動,營業額達2兆1995.73億元,較去年同期成長38.24%;光電產業之面板廠持續調控產能,以及不斷電系統銷售持續成長,營業額為1271.13億元,成長1.51%,整體表現平穩。
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電腦及周邊產業受惠於全球超大規模資料中心建置熱潮,促進通用型與 AI 伺服器出貨持續熱絡,營業額548.12億元,較去年同期成長55.77%;通訊產業因主流網通設備規格轉換,上游關鍵元件銷售明顯成長,並擴及終端系統,營業額136.24億元,成長25.74%。
另外,全球半導體擴產與自動化需求,帶動精密元組件及精密儀器設備顯著成長,精密機械產業營業額達841.56億元,也較去年同期成長62.39%;生物技術產業則在醫療器材與原料藥國際市場開拓有成下,營業額達109.11億元,成長18.14%。
南科管理局副局長林秀貞表示,面對全球科技競爭,南科將以既有的產業聚落為基礎,持續完備大南方半導體S廊帶,串聯上中下游供應鏈,厚植區域經濟韌性,鞏固台灣半導體產業在國際的領先地位。
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AI outlook — possibilities, not facts
南科全年營業額有望續創新高
Likely · Within months

SpaceX successfully performed its 14th Starship flight test on September 28, entering Earth orbit for the first time and deploying 26 Starlink V3 satellites. As the largest supplier of SpaceX, Huatong benefited from the upgrade of space boards and the increase in the usage and value of single satellite PCBs. The stock price hit the daily limit of 248.5 yuan less than an hour after the opening of today. The number of orders to buy exceeded 16,000, and the trading volume exceeded 48,500. The company said that satellite customer demand was positive. Shipments in the first half of the year were limited by the supply of raw materials, but the supply gradually improved. The second half of the year will see continued launches of starships and stable deployment of V3 satellites, which is expected to boost revenue and profits.

Taiwan has completed the country's first domestic biomass fuel refueling operation for maritime vessels at the Port of Kaohsiung. The refueling operation was carried out by Yang Ming Marine's marine vessels, marking the implementation of shipping energy transformation from policy planning to port operations. The port management company cooperated with China National Petroleum Corporation to launch B24 biofuel, which can reduce carbon emissions by at least 20% and has obtained international sustainability certification. Many shipping companies have successively used it, with a refueling volume of 1,200 metric tons.

South Korea plans to disperse its next-generation semiconductor industry cluster to Hunan and other regions, but Dutch equipment manufacturer Nearfield Instruments warns that merely acquiring land is not enough to ensure yield. A complete local support ecosystem needs to be established, including logistics, technical talent and digital connections, otherwise the yield of advanced processes will be at risk.

TSMC drove Taiwan stocks to new highs, and the return of hot money pushed the New Taiwan dollar against the U.S. dollar above the 31.8 yuan mark, reaching a maximum of 31.75 yuan in early trading. Affected by the weaker-than-expected U.S. non-farm payrolls data, the market expected the Fed to The probability of interest rate hikes in October has dropped to less than 20%. The US dollar has fallen back, but its decline is limited by international oil prices and US bond yields. The New Taiwan dollar opened at 31.81 yuan this morning and has continued to strengthen. The strength of foreign capital inflows will determine the subsequent trend.

Sun Dong, Secretary of Hong Kong's Innovation, Technology and Industry Bureau, said that with the implementation of Hong Kong's first five-year plan, Hong Kong's innovation and technology is moving from a single breakthrough to systematic development, promoting the construction of an international innovation and technology center by improving scientific research investment, industrial platforms, talent cultivation, capital empowerment and collaboration in the Guangdong-Hong Kong-Macao Greater Bay Area.

Across the country, the collaborative development scenarios of the six networks (computing power network, new power grid, new generation communication network, ubiquitous sensing network, logistics and transportation network, and energy Internet) are becoming increasingly rich. By strengthening overall coordination, innovative investment and financing, deepening government-bank-enterprise cooperation and factor guarantees, efficient allocation of resources and the multiplier effect of 1+1>2 are achieved, and the infrastructure base is built for high-quality development.