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Back環球晶發行GDS募資14.32億美元 用於原幣購料及海外擴產
環球晶發行GDS募資14.32億美元 用於原幣購料及海外擴產
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自由时报1 hour agoBusiness2 min readChinaView translation

環球晶發行GDS募資14.32億美元 用於原幣購料及海外擴產

Quick Look

環球晶於9月22日完成海外存託憑證(GDS)發行定價,發行5000萬單位,每單位價28.64美元,募資總額14.32億美元(約新台幣454億元),資金將用於支應原幣購料及海外子公司擴產需求。此次為環球晶繼2024年3月發行6.89億美元GDS後再次進入國際資本市場,亦是台灣歷來規模第三大的GDS發行案,最終認購金額達發行規模約4倍。董事長徐秀蘭表示,將持續掌握AI及高效能運算帶動的長期成長機會,強化全球供應能力與競爭優勢。

AI-generated summary

Why It Matters

環球晶為全球領先的矽晶圓製造廠商,近年積極推動全球擴產布局,包括在美國德州、密蘇里州及日本新潟設廠或擴產。公司曾於2024年3月完成6.89億美元GDS發行,此次為其第二次透過國際資本市場募資。

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環球晶董事長徐秀蘭(資料照)

〔記者林薏茹/台北報導〕矽晶圓大廠環球晶(6488)今(23)日宣布,已於9月22日完成海外存託憑證(全球存託股份,GDS)發行之訂價,募集資金總額達14.32億美元(約合新台幣454億元),用於支應原幣購料所需資金及海外子公司擴產需求。

環球晶此次共發行5000萬單位GDS,每單位GDS表彰普通股一股,預計於盧森堡證券交易所掛牌,並於其Euro MTF市場交易,每單位GDS發行價格為28.64美元(約合每股新台幣908.32元),較環球晶昨(22)日收盤價新台幣971元折價約6.46%。環球晶昨股價走強,單日上漲4.3%,處於近兩週高點水準。

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此次為環球晶繼2024年3月完成6.89億美元GDS發行後,再度進入國際資本市場,也是台灣歷來規模第三大的海外存託憑證發行案,最終認購金額達發行規模約4倍。

環球晶董事長暨執行長徐秀蘭表示,隨著美國、歐洲與亞洲新產能陸續投產、逐步放量,並適逢半導體市場需求逐步復甦,環球晶將持續掌握人工智慧、高效能運算等關鍵應用帶動的長期成長機會,強化全球供應能力與競爭優勢,衷心感謝全球國際資本市場與投資人對環球晶的信任與支持,未來將持續提升整體營運表現,為股東創造長期價值。

環球晶近年推動的全球擴產布局已陸續進入收成階段。美國德州新廠通過數家Tier-1客戶認證,產出持續放大,近期重要客戶透過長期合作協議及策略性資金支持,進一步提升德州新廠之需求能見度;美國密蘇里州廠區新擴的12吋SOI晶圓產量亦顯著提升;日本新潟廠繼今年第2季創下單季營收新高後,第3季可望再創新高。既有12吋產能滿載、8吋稼動率維持高檔,客戶需求明朗且能見度持續提升。

展望未來,環球晶表示,半導體產業復甦趨勢已由AI及高效能運算領域擴展至更多終端應用市場,AI邏輯晶片與記憶體產能同步擴張,持續帶動先進製程及特殊應用所需的利基產品需求成長;工業、車用、通訊與消費性電子等市場也逐步回溫。

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

  • 環球晶將在未來兩年內完成海外子公司擴產計畫,提升12吋及8吋晶圓產能

    Likely · Within years

Open Questions

  • 此次募資後,環球晶的負債比率將如何變化?
  • 海外子公司擴產的具體時間表與產能目標是多少?
  • 新募資是否將用於償還現有債務或僅用於新增投資?

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