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Back萬潤受惠台積電德州擴廠，股價漲停，能見度延伸至2027年Q2
萬潤受惠台積電德州擴廠，股價漲停，能見度延伸至2027年Q2
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自由时报1 hour agoBusiness1 min readChinaView translation

萬潤受惠台積電德州擴廠，股價漲停，能見度延伸至2027年Q2

萬潤台積電德州

Quick Look

萬潤（6187）受惠台積電擬在德州達拉斯建設第二園區，帶動半導體先進封裝及矽光子設備需求，股價盤中漲停至1490元，上午10時28分仍漲9.23%報1480元，三大法人同步買超734張，市場能見度延伸至2027年第2季。

AI-generated summary

Why It Matters

萬潤為半導體先進封裝設備廠商，受惠AI與高速運算發展帶動大尺寸封裝及矽光子需求成長，產能利用率維持高檔。

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萬潤訂單能見度看到明年Q2，搶進矽光子設備商機。（資料照）

〔記者林薏茹／台北報導〕半導體先進封裝設備廠萬潤（6187）受惠台積電擬進軍德州達拉斯打造第二園區，規劃興建多座晶圓廠，催動設備需求，今（5）日股價開高走高，盤中最高攻上漲停價1490元，追平歷史新天價，截至上午10時28分，漲幅仍達9.23%、暫報1480元，成交量3455張。

從三大法人動向來看，外資上週五敲進526張，投信、自營商分別買超199、9張，三大法人同站買方、合計買超734張。

請繼續往下閱讀...

萬潤受惠AI、高速運算帶動大尺寸封裝及矽光子發展，精密點膠、貼合與整合設備需求持續升溫，目前產能利用率維持高檔，依客戶需求及專案規劃，市場能見度延伸至2027年第2季。

一手掌握經濟脈動 點我訂閱自由財經Youtube頻道

What to Watch

AI outlook — possibilities, not facts

  • 萬潤股價在短期內將持續受台積電德州擴廠進展影響而保持強勢

    Likely · Within weeks

Open Questions

  • 台積電德州第二園區具體開工時間為何？
  • 萬潤將提供哪些具體設備給台積電德州廠區？
  • 此項目對萬潤年營收預估貢獻程度為何？

Related Topics

萬潤
People林薏茹
Organizations台積電
Places台灣德州達拉斯台北
Topics台積電德州達拉斯半導體先進封裝矽光子
This article was originally published by 自由时报.

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