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Back德微受惠供應鏈重組 營收創新高 股價漲停
德微受惠供應鏈重組 營收創新高 股價漲停
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自由时报1 hour agoBusiness2 min readChinaView translation

德微受惠供應鏈重組 營收創新高 股價漲停

德微供應鏈重組營收

Quick Look

德微（3675）受惠全球供應鏈重組效益顯現，新增訂單與專案貢獻擴大，8月營收3億元創單月新高，股價今日盤中急拉漲停至295.5元。

AI-generated summary

Why It Matters

德微為分離式元件廠，受惠於全球供應鏈重組，8月營收3億元創單月新高，受AI電源需求提振。

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德微受惠於全球供應鏈重組效益逐步顯現，帶動新增訂單與專案貢獻擴大。（資料照）

〔記者方韋傑／台北報導〕分離式元件廠德微（3675）受惠於全球供應鏈重組效益逐步顯現，帶動新增訂單與專案貢獻擴大，相關業務營收逐月攀升，今日在漲價題材點火之下，盤中急拉漲停，截至上午10時43分暫報漲停價295.5元，成交量1492張，共計732張漲停價委買單尚未成交。

回顧德微8月營收3億元，月增3%、年增31.51%，創下單月營收新高，並首度突破3億元關卡，管理層指出，部分產品銷售已較年初倍數成長，成為今年營運重要動能之一，且目前市場需求與訂單能見度維持高檔，客戶及專案貢獻穩健增加，進一步鞏固並推升公司整體營收基礎。

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德微觀察，隨著AI基礎建設持續朝高功率、高效率的原生多相電源架構發展，對功率轉換、電源管理及保護元件的效率與性能規格要求同步提升。公司透過整合子公司亞昕晶圓製造能力，深化高功率、高可靠度及小型化產品布局與研發，藉以因應新一代電源架構演進，同步推動產品升級，以利拓展中長期高階應用市場。

一手掌握經濟脈動 點我訂閱自由財經Youtube頻道

What to Watch

AI outlook — possibilities, not facts

  • 德微將持續受惠於AI電源需求成長，第四季營收有望維持月增成長

    Likely · Within months

Open Questions

  • 德微高功率電源產品的具體客戶有哪些？
  • 亞昕整合後對德微毛利率的提升幅度為何？
  • 供應鏈重組帶來的訂單能見度能維持多久？

Related Topics

德微
People方韋傑
Organizations亞昕
Places台北
Topics供應鏈重組營收漲停AI電源亞昕
This article was originally published by 自由时报.

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