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Back台勝科Q3獲利季增超過2倍 前三季轉盈
台勝科Q3獲利季增超過2倍 前三季轉盈
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自由时报18 minutes agoBusiness1 min readChinaView translation

台勝科Q3獲利季增超過2倍 前三季轉盈

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矽晶圓廠台勝科公布第3季財報,受惠漲價效益,單季獲利季增超過2倍,每股稅後盈餘0.39元,帶動前3季營運轉盈、EPS為0.34元。法人看好明年矽晶圓供需吃緊,有進一步漲價空間。

AI-generated summary

Why It Matters

台勝科受惠AI帶動記憶體與先進製程需求,下半年起供需轉趨緊俏。

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台勝科董事長郭文筆。(資料照)

〔記者林薏茹/台北報導〕矽晶圓廠台勝科(3532)今(12)日公告第3季財報,受惠漲價效益發酵,單季獲利季增超過2倍,每股稅後盈餘0.39元,也帶動前3季營運轉盈、EPS為0.34元。

台勝科第3季合併營收39.84億元,季增10.36%,年增29%,毛利率10.21%,季增3.31個百分點,年減5.19個百分點,營益率6.22%,季增3.58個百分點,年減1.55個百分點;稅後盈餘1.53億元,季增2.19倍,年減30.15%,每股稅後盈餘0.39元。

台勝科前3季合併營收109.03億元,年增20.26%,毛利率6.27%,年減9.59個百分點,營益率2.18%,年減5.51個百分點;稅後盈餘1.33億元,年增57.3%,每股稅後盈餘0.34元。

台勝科受惠AI帶動記憶體與先進製程需求,下半年起供需轉趨緊俏,明年下半年矽晶圓市場可望進入供不應求的情況。目前台勝科12吋既有產能已滿載、新廠產能已由客戶預定,並在陸續通過認證後逐季開出,法人看好,隨著矽晶圓供需結構轉吃緊,明年台勝科還有進一步漲價的空間。

What to Watch

AI outlook — possibilities, not facts

  • 明年下半年矽晶圓市場進入供不應求

    Likely · Within months

Open Questions

  • 明年實際漲價幅度為何?

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This article was originally published by 自由时报.

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