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Back信驊與日月光簽署兩年長約,確保AI時代產能供應
信驊與日月光簽署兩年長約,確保AI時代產能供應
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自由时报1 hour agoBusiness2 min readChinaView translation

信驊與日月光簽署兩年長約,確保AI時代產能供應

信驊董事長林鴻明看好未來兩年營運成長,並預告第4季產品將調漲雙位數

Quick Look

IC設計廠信驊決議與日月光簽訂2027至2028年採購長約以確保產能。受惠AI需求強勁,信驊8月營收創新高,董事長林鴻明表示明年訂單規模龐大,且因成本上漲,第4季將調漲產品價格。

AI-generated summary

Why It Matters

疫情期間IC設計業者為搶產能曾簽訂長約,現因AI需求興起,此模式再度成為確保供應鏈穩定的手段。

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信驊董事長林鴻明對未來兩年營運大幅成長深具信心。

疫後首見!過去在疫情期間,電腦相關產品需求暴增,不少IC設計業者為搶了產能,與晶圓廠、封測廠簽訂長約(LTA),事隔多年後,AI快速興起,半導體、記憶體以及相關重要零組件嚴重吃緊,簽訂長約確保產能的情況重現,IC設計廠信驊(5274)今日董事會決議與日月光(3711)簽訂為期2年之採購合約,從2027年1月1日至2028年12月31日,信驊表示,因應公司營運發展需求,此舉為確保產能供應來源穩定,對公司未來財務及業務發展具正面效益。

信驊今年上半年因上游供應鏈缺貨影響,營收成長幅度不如預期,信驊積極增加新的供應夥伴,信驊董事長林鴻明日前表示,明年在手訂單規模相當龐大,已高於今年全年營收,明年成長動能更為強勁,訂單能見度直達2028年,因上游原物料成本漲價,第4季將進行產品調漲,目前和客戶溝通漲價的情況順利,預計漲幅達雙位數。

信驊8月合併營收再飆新高,連續10個月刷新單月新高紀錄,信驊8月合併營收16.26億元,月增6.69%,年增118.42%,累積今年前8月合併營收101.68億元,年增74.49%。

What to Watch

AI outlook — possibilities, not facts

  • 信驊將於第4季調漲產品價格,漲幅達雙位數。

    Very likely · Within months

Open Questions

  • 漲價對客戶需求量的具體影響程度為何?

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This article was originally published by 自由时报.

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