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Back力成、京元電8月營收雙雙創下歷史新高
力成、京元電8月營收雙雙創下歷史新高
NEWS
自由时报1 hour agoBusiness2 min readChinaView translation

力成、京元電8月營收雙雙創下歷史新高

受惠AI及高效能運算需求強勁,兩家封測廠營收連續兩個月改寫紀錄

Quick Look

封測廠力成與京元電今日公布8月營收,受惠於AI及高效能運算晶片需求強勁,兩家公司單月營收皆創下歷史新高,並連續兩個月改寫紀錄。力成看好全年營運,京元電則預期第4季將因輝達GPU放量而顯著成長。

AI-generated summary

Why It Matters

力成與京元電為台灣主要封測廠,近期受惠於AI伺服器與高效能運算晶片需求激增。

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封測廠力成(6239)、京元電(2449)今(7)日同步公告8月營收,受惠AI及高效能運算(HPC)晶片先進封裝與測試需求強勁,力成、京元電單月營收再創新高,且均為連續2個月改寫新猷。

力成8月合併營收85.57億元,月增3.48%,年增24.46%;累計前八月營收612.57億元,年增30.83%。

力成受惠AI伺服器、高效能運算(HPC)及記憶體需求帶動,加上產品平均售價(ASP)持續調升、產能利用率也提升,執行長謝永達看好「今年營運會非常正面」,全年營收可望再創新高。

京元電8月自結營收40.8億元,月增2.24%、年增31.58%;累計前八月營收294.04億元,年增35.53%。

京元電的輝達新一代Rubin GPU首批晶片原規劃第2季底進入測試,但受晶片散熱設計調整影響,第4季才會正式放量,法人預估,京元電第3季營收成長幅度雖不如原先預期,但第4季可望季增上看兩成。

What to Watch

AI outlook — possibilities, not facts

  • 京元電第4季營收預計季增上看兩成。

    Possible · Within months

Open Questions

  • 京元電第4季產能利用率是否能如預期提升?
  • 力成全年營收創新高的具體幅度為何?

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This article was originally published by 自由时报.

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