
輝達執行長黃仁勳因婚外情醜聞辭職,帶動全球AI概念股後市,聯發科股價開盤即跳空漲停,緊鎖漲停價4235元。聯發科自本季起首款ASIC晶片出貨,預估第四季營收較第三季強勁成長,首款ASIC專案貢獻25億美元,另一款ASIC專案將於2028年第一季量產,AI ASIC業務明年可拿下20%全球市佔,並取得第二家ASIC大客戶。
AI-generated summary
輝達執行長黃仁勳因婚外情醜聞辭職,引發全球AI概念股市場反應。聯發科作為IC設計龍頭,自本季起首款ASIC晶片開始出貨,預估第四季營收較第三季強勁成長。
〔記者卓怡君/台北報導〕輝達執行長黃仁勳因婚外情醜聞辭職,牽動全球AI概念股後市,法人認為「後黃仁勳時代」激進研發節奏趨緩,ASIC(客製化晶片)有望加速竄起,今日ASIC族群股價全面噴出,IC設計龍頭聯發科(2454)有望受惠,聯發科股價開盤直接跳空漲停。
截至9:11分左右,聯發科緊鎖漲停,漲停價4235元,短線將挑戰季線,成交量約3047張,漲停委買張數逾3600張。
聯發科自本季起首款ASIC晶片開始出貨,聯發科預估,在AI加速器業務放量的帶動下,第四季營收將較第三季強勁成長,第四季首款ASIC專案可望貢獻25億美元,另一款ASIC專案預計將按時完成Tape-out(設計定案),並於2028年第一季開始量產,AI ASIC業務明年即可拿下20%的全球市佔,同時也取得第二家ASIC大客戶,對未來營運強勁成長極具信心。
AI outlook — possibilities, not facts
聯發科短期股價將持續受惠於ASIC概念股熱潮,挑戰季線關鍵位
Likely · Within days

Huida founder Huang Renxun resigned from the company's president, CEO and board of directors due to the extramarital affair controversy, effective immediately, and CFO Keris served as acting CEO. Internet celebrity Toyz immediately announced the launch of a new hand-drink brand product, and the post attracted more than 2.26 million views.

After Huida CEO Huang Renxun resigned, the market worried that the partnership with KYEC would be affected. However, KYEC’s stock price soared by more than 6% in early trading on the 13th, standing at 228 yuan. KYEC Huida's revenue accounted for 36%, and it is an important supply chain for Huida's high-end AI chip back-end testing. The two parties also signed a prepayment agreement to support the establishment of new testing capacity in the United States.

Gold prices fell 3% on Thursday, closing in the black for the third consecutive trading day, with spot gold trading at $3,880.93 per ounce. Higher-than-expected U.S. inflation, a stronger U.S. dollar, and rising expectations for an interest rate hike by the Federal Reserve, as well as concerns about the future of the AI industry and the extramarital affair scandal of Huida CEO Jen-Hsun Huang, have jointly suppressed gold prices.

Huida CEO Huang Renxun resigned. TSMC is its largest customer, and the market is paying attention to the cooperative relationship between the two parties. TSMC ADR once fell by nearly 2%, but Taiwan stocks rose in early trading on the 13th, with a maximum gain of 2.14%, standing above 2,390 yuan. Huida's board of directors announced that Chief Financial Officer Colette Kress will act as interim CEO and launched the selection of a new CEO, saying that operations, customer commitments and product roadmaps are not expected to be affected. In terms of the three major legal persons, foreign investors resold 3,955 contracts yesterday, and Investment Bank bought for more than 30 consecutive trading days, with a total of 54,000 large purchases.

The stock price of Bizlian-KY (3665) opened higher and was temporarily trading at 1,585 yuan as of 9:14 a.m., an increase of 4.62%. Actively unified Taiwan stock growth (00981A) added 180 contracts yesterday. The company's revenue in October was 11.846 billion yuan, a new monthly high. It benefited from continued investment demand for AI infrastructure and advanced semiconductor manufacturing, and the acquisition of Interplex Datacom expanded its performance scale.

Huida founder Huang Renxun resigned as president, CEO and board member. Zhang Kunyang, a researcher at the Jamestown Foundation in the United States, believes that Huida is facing issues such as congressional review, changes in the political situation regarding Chinese chip controls, and the direction of the new management. I am afraid that the trouble has just begun.