Quick Look
聯電將於27日召開股東會，受惠AI帶動成熟製程需求回溫，股價今盤中漲停，上漲11元至125元，成交量逾20萬張。公司預估第二季出貨量季增7%-9%，ASP微增1%-3%，下半年起將漲價，近月股價已累計上漲逾7成。
AI-generated summary
Why It Matters
聯電將於27日召開股東會，近期股價表現強勢，累計漲幅超過7成。公司預計第二季營運將優於第一季，並將於下半年起調漲價格。
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晶圓代工廠聯電（2303）將於27日召開股東會，受惠AI帶動成熟製程需求回溫，買盤推升聯電今盤中漲停，上漲11元，達125元，振幅超過10％，截至10點25分，成交量超過20萬張，居台股買超第二，股東會行情先行起跑。
聯電日前法說會預估第二季晶圓出貨量將季增7%~9%，以美元計平均售價（ASP）微增1%~3%，整體優於第一季，下半年起將漲價。因成熟製程需求回溫，加上與英特爾策略合作，帶動近月買盤湧進，股價跟著表現強勢，累計漲幅超過7成。
What to Watch
AI outlook — possibilities, not facts
聯電 stock price will continue to be strong in the short term.
Likely · Within days
聯電 will announce positive financial results for Q2.
Very likely · Within weeks
Open Questions
- Will the stock price continue to rise after the shareholder meeting?
- What are the specific details of the strategic cooperation with Intel?
- How will the price increase in the second half of the year affect demand?
- What is the impact of AI on the demand for mature process nodes?
Related Topics
This article was originally published by 自由时报.
