
精材(3374)受惠台積電先進封裝產能滿載,委外釋單效應擴大,股價盤中衝上505元、漲幅達8.49%,截至上午11時14分漲8.27%報504元,站回5日線與月線。台積電將把相當於OS段總產能約2成訂單逐步交由精材承接,預計明年相關產能較今年成長2.5倍。
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精材為封測廠商,受惠台積電先進封裝產能滿載,委外釋單效應擴大帶動股價上揚。
〔記者林薏茹/台北報導〕封測廠精材(3374)受惠台積電先進封裝產能滿載,委外釋單效應擴大,今(14)日股價開高走高,盤中一度衝上505元、漲幅達8.49%,截至上午11時14分,勁揚8.27%、暫報504元,再度站回5日線與月線,成交量1萬張。
台積電傳出將把相當於OS段總產能約2成訂單,逐步交由精材承接,預計明年相關產能將較今年成長2.5倍。隨著大客戶訂單挹注,加上新產能陸續開出,精材明年營運成長可期。
精材表示,受惠測試產能擴充完成、8吋需求比預期更旺,加上新專案陸續進入量產,下半年營運可望明顯優於上半年;展望明年,隨測試產能完成擴充,8吋、12吋新專案陸續進入量產,營運可望優於今年。
AI outlook — possibilities, not facts
精材明年營運將優於今年
Likely · Within months

The International Monetary Fund warned that government bond yields could rise in a disorderly manner as inflation rises, debt increases and AI-related borrowing pressures arise. The report pointed out that the high debt burden makes the bond market vulnerable to fiscal and inflationary shocks. AI companies' borrowings have surged and sovereign bonds compete for funds, and the proportion of U.S. debt held by hedge funds has increased. If the commercialization of AI is questioned, it will lead to a triple blow of shrinking assets, difficulty in debt repayment, and failed revenue promises.
According to data from the General Administration of Customs, in the first nine months of this year, the import and export trade volume between the mainland and Taiwan increased by 30.3% year-on-year, reaching US$301.18 billion; the import and export trade volume between the mainland and Hong Kong increased by 55.6% year-on-year, reaching US$405.53 billion. In cross-strait trade, mainland China's imports from Taiwan increased by 27.8%, and its exports to Taiwan increased by 37.3%. The mainland's imports from Hong Kong increased by 109.3%, and its exports to Hong Kong increased by 50.5%.

TECO participated in the 2026 Taiwan International Smart Energy Week and Net Zero Sustainability Exhibition, showcasing energy creation, energy storage and smart energy solutions. General Manager Gao Feiyuan said that TECO is tapping into the AI data center energy storage business opportunity and targeting the Taiwan, Malaysia and Australian markets. This year’s order intake for MDC solutions has been several times that of last year, and it will expand two transformer factories in Indonesia to meet global demand.

Malaysia's ministry reported 65.9 million 'buy now, pay later' transactions by younger consumers in H1 2026, representing 37.9% of national purchases, with an outstanding balance of 2.4 billion ringgit, of which 96.8 million ringgit (4%) was non-performing. The Consumer Credit Commission mandates credit checks for BNPL providers.

When Finance Minister Zhuang Cuiyun led the chairman of a public bank to report to the Finance Committee of the Legislative Yuan, she said that she was not a stock market forecaster. Kuomintang legislator Luo Mingcai asked whether the Taiwan stock market could break 50,000 points and asked the chairmen of public banks to raise their hands to express their opinions. As a result, the chairmen of five banks raised their hands and were optimistic that the Taiwan stock market could reach 50,000 points, including First Financial Holdings, Co-op Financial Holdings, Land Bank, Taiwan Enterprise Bank and Changhua Bank.

Bridgewater Associates founder Dalio warned that the U.S. bond sell-off is far from over as government and corporate borrowing surges, contrasting with weak demand from major global bond buyers. He pointed out that the U.S. debt burden has reached the highest level since World War II and is expected to worsen in the next few years. It is easier to short U.S. debt than to go long.