
台星科(3265)因明年AI客製化晶片需求強勁,開盤股價跳空漲停至217元,成交量1945張,漲停委買達1.9萬張。公司表示將擴充測試與先進封裝能力,HPC產品營收占比約5成,預期2027、2028年將進一步提高。
AI-generated summary
台星科為IC封測廠,近年積極布局AI客製化晶片及高效運算相關封裝測試服務。
台星科ASIC需求旺,開盤股價跳空奔漲停。(圖擷自台星科官網)〔記者林薏茹/台北報導〕IC封測廠台星科(3265)昨召開法說會,看旺明年AI客製化晶片(ASIC)需求,今(7)日買盤搶進,開盤股價跳空直奔漲停217元,截至上午10時7分仍緊鎖漲停,成交量1945張,漲停委買張數達1.9萬張。台星科表示,明年AI客製化晶片(ASIC)需求強勁,將成為主要成長動能,並將持續因應客戶AI、高效運算(HPC)等需求,擴充測試及先進封裝能力,布局晶圓測試、最終測試及先進封裝等產品線。目前HPC產品營收占比約5成,預期2027、2028年將進一步提高。在產品進度方面,台星科今年已完成2奈米產品認證,客戶產品陸續投入生產,55×55毫米覆晶球柵陣列封裝(FCBGA)已量產,相關產品營收穩定成長,預期明年進一步放量,並進一步建立100×100毫米以上大尺寸封裝能力,同時與客戶合作推進2.5D及CoWoS相關製程。一手掌握經濟脈動 點我訂閱自由財經Youtube頻道
AI outlook — possibilities, not facts
台星科明年ASIC相關營收將顯著成長
Likely · Within months
HPC產品營收占比將在2027、2028年進一步提高
Possible · Within years

JPMorgan Chase CEO Dimon said that Anthropic's Mythos model has significantly increased global network security risks, and the risks brought by AI have increased by 10 times. He also pointed out that the industry is worried that AI agents may perform unauthorized operations, and it is recommended that data centers should be built in states with community support and sufficient power.

Jisheng Industrial launched N66 deep-dyed nylon at the Taipei Textile Exhibition, targeting the high-end outdoor clothing and yoga performance clothing markets. It also expanded the application of nylon 66 in industrial fibers such as tire cords, airbags, and military equipment. The stock hit the daily limit today.

Acer Information announced that both September and third quarter revenue hit record highs. September revenue increased by 97.4% year-on-year, and third quarter revenue increased by 74% year-on-year. This caused the stock price to jump higher and open higher and hit the intraday limit of 273 yuan. The trading volume was about 1,100 contracts. However, the three major legal entities recently sold more than 13 contracts, and the transaction volume increased significantly.

Uber announced that it will acquire US catering platform ezCater for US$2.3 billion in cash. The transaction is expected to be completed in the next few months, subject to regulatory approval. The move will expand Uber Eats’ enterprise business, bring larger orders to restaurants, create new earning opportunities for delivery drivers, and reach millions of customers with the ezCater service.

Xinhongke (6667)'s total orders on hand reached 23.1 billion yuan, and its visibility extends to 2028. Benefiting from the construction of factory systems and overseas factory construction projects for the leading international wafer foundry and memory index customers, the stock price once soared 9.4% during the session, and as of 11:16 am, it rose 7.49% to temporarily trade at 280 yuan.

Taiwan stocks have soared 72% this year, and the proportion of foreign investment in Taiwan stocks has reached 40%, which is higher than the 25% of Korean stocks. Fund managers believe that Taiwan's AI supply chain is more complete, and profit growth comes from increased shipments and is sustainable, while profits from Korean stocks are more dependent on rising memory prices, and the valuation difference reflects the market's doubts about South Korea's memory cycle.