
崇越科技公告8月合併營收達77.9億元,月減4.67%,年增36.3%,創單月次高。受惠晶圓代工與記憶體客戶需求暢旺,前八月累計營收達553.3億元,年增25.2%。
AI-generated summary
崇越科技為半導體關鍵材料整合服務廠,持續深化AI及先進封裝關鍵材料布局。
半導體關鍵材料整合服務廠崇越(5434)今(9)日公告8月合併營收達77.9億元,月減4.67%,年增36.3%,受惠晶圓代工、記憶體客戶需求持續暢旺,營收創單月次高,僅次於7月的81.73億元;前八月累計營收達553.3億元,年增25.2%。
崇越指出,光阻劑、矽晶圓及晶圓載具等半導體關鍵材料出貨維持高檔,環保工程與廠務系統建置業務也隨工程進度穩定挹注營收,隨著第3季及第4季進入傳統工程認列旺季,將進一步帶動下半年營收成長。
崇越科技近年持續深化AI及先進封裝關鍵材料布局,並拓展海外服務據點,入選台灣董事學會辦理的「2026外資精選台灣100強」。崇越科技董事長曾海華表示,隨著全球半導體客戶擴建產能,加上海外據點效益逐步發酵,可望帶動業務成長,擴大營運綜效。
AI outlook — possibilities, not facts
下半年營收進一步成長
Likely · Within months
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Xu Weixin, deputy general manager of MediaTek's investment in Eton Technology - KY, said that benefiting from the rising demand for edge AI, mobile phone, laptop and other businesses continued to grow in the first half of the year, and the third quarter is expected to be better than the second quarter. Due to price adjustments due to rising upstream costs, revenue is expected to maintain double-digit growth next year and profits will rise simultaneously.

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