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Back貿聯-KY看好光通訊產品進度優於預期，股價早盤急彈漲2.93%
貿聯-KY看好光通訊產品進度優於預期，股價早盤急彈漲2.93%
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自由时报31 minutes agoBusiness1 min readChina

貿聯-KY看好光通訊產品進度優於預期，股價早盤急彈漲2.93%

貿聯-KY光通訊AI基礎設施

Quick Look

貿聯-KY（3665）受惠於AI基礎設施需求帶動高效能運算及半導體設備訂單成長，股價早盤開低後急彈，截至上午10時5分暫報1930元，漲幅2.93%。公司表示光通訊訂單需求強勁，產能趨近滿載，已啟動擴產計畫，新產能預計下半年陸續開出，整體光纖產能將倍數成長。旗下光通訊產品進度略優於原先預期，應用於102.4T CPO交換器的內部連接線產品已完成送樣，下半年將小量出貨，並與國內晶圓代工龍頭及日本光學連接器大廠共同開發相關產品以增進關鍵技術能力。

AI-generated summary

Why It Matters

貿聯-KY為線束大廠，受惠於AI基礎設施建置需求，帶動高效能運算及半導體設備訂單成長。

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貿聯-KY看好旗下光通訊產品進度略優於原先預期，集團也攜手國內晶圓代工龍頭、日本光學連接器大廠共同開發相關產品，增進關鍵技術能力。（資料照）

〔記者方韋傑／台北報導〕線束大廠貿聯-KY（3665）受惠於AI基礎設施建置需求暢旺，帶動高效能運算及半導體設備訂單挹注營運成長，今日在買盤點火之下，股價開低後急彈，早盤走勢向上翻紅，截至上午10時5分暫報1930元，漲幅2.93%，成交量790張。

貿聯-KY觀察，由於光通訊訂單需求相當強勁，現有產能已趨近滿載，因應市場需求快速成長，集團同步啟動擴產計畫，除了已併購新富生光電，也將於台南及中國廠區新增光通訊產線，新產能預計下半年陸續開出，整體光纖產能將較目前倍數成長。

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貿聯-KY看好旗下光通訊產品進度略優於原先預期，應用於102.4T CPO交換器的內部連接線產品已完成送樣，下半年展開小量出貨；此外，集團也攜手國內晶圓代工龍頭、日本光學連接器大廠共同開發相關產品，增進關鍵技術能力。

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What to Watch

AI outlook — possibilities, not facts

  • 貿聯-KY光通訊新產能將於下半年陸續開出

    Likely · Within months

  • 應用於102.4T CPO交換器的內部連接線產品將於下半年小量出貨

    Likely · Within months

Open Questions

  • 擴產計畫的具體投資金額是多少？
  • 與國內晶圓代工龍頭及日本光學連接器大廠的合作具體內容為何？
  • 新產能開出後預期可貢獻多少營收？

Related Topics

貿聯-KY
People方韋傑
Organizations新富生光電
Places台北台南中國日本
Topics光通訊AI基礎設施高效能運算半導體設備股價擴產計畫
This article was originally published by 自由时报.

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