
記憶體廠旺宏今(27)日召開法說,受惠記憶體需求暢旺與價格飆升,第3季毛利率達70.5%,單季獲利衝破百億元大關,創下新高。
記憶體廠旺宏(2344)於27日召開法說會並公告第3季財報。受惠記憶體需求暢旺、價格飆升,單季毛利率達70.5%,單季獲利突破百億元,每股稅後盈餘5.52元,前3季已大賺超過1個股本。
AI-generated summary
旺宏於27日召開法說會並公布第3季財報,受惠記憶體需求暢旺,各項財務指標均顯著成長。
旺宏今(27)日召開法說,圖為董事長吳敏求。(資料照)
〔記者林薏茹/台北報導〕記憶體廠旺宏(2344)今(27)日召開法說,並公告第3季財報,受惠記憶體需求暢旺,價格飆升,單季毛利率衝破七成大關、達到70.5%,季增6.1個百分點,單季獲利也衝破百億元大關,季增42%,同創新高,前3季已大賺超過1個股本。
旺宏第3季合併營收242.37億元,季增27%,年增195%,毛利率70.5%,季增6.1個百分點,年增57個百分點,營益率53.4%,季增6.5個百分點,較去年同期轉正;稅後盈餘109.51億元,季增42%,較去年同期轉盈,每股稅後盈餘5.52元。
旺宏前3季合併營收538.81億元,年增155%,毛利率62.6%,年增47.2個百分點,營益率44.3%,較去年同期轉正;稅後盈餘204.66億元,較去年同期轉盈,每股稅後盈餘10.34元。

The press conference of the 8th World Zhejiang Entrepreneurs Conference was held in Hangzhou on the 27th. It was introduced at the meeting that Zhejiang will continue to optimize the business environment, implement policies to benefit enterprises, and open nearly 200 key artificial intelligence scenarios to private enterprises to support Zhejiang businessmen in deepening their main business and innovative development.

The 9th China International Import Expo has entered the peak period of exhibition construction, and the first batch of trucks loaded with materials have successively driven into the National Convention and Exhibition Center (Shanghai). The Shanghai police optimized vehicle route planning and patrol inside the exhibition hall, and implemented a queuing approach to ensure safe, orderly and smooth exhibition transportation.

The well-known chain of roast chicken restaurants, "Roast Chicken Attack Team", predicted the success of the typhoon holiday in 19 counties and cities on Taiwan's main island. It decided to increase its rewards and announced that a total of 1,900 roast chickens would be distributed for free across 19 counties and cities in Taiwan. On the 27th, it announced the distribution time and location from October 31 to December.
In the first three quarters of 2026, Xi'an's total import and export value reached 764.413 billion yuan, a year-on-year increase of 115.5%, overtaking Chongqing to become the first foreign trade city in the central and western regions. This is mainly due to the upward cycle of the memory chip industry and the extremely explosive power of companies such as Samsung and Micron.

Packaging and testing company PowerCheng held a press conference on the 27th. Chairman Tsai Tuk-gong announced that with the demand for AI chips, PowerCheng's revenue growth engine will shift from 2027 to advanced packaging applications such as 2.5D, 3D heterogeneous integration and CPO, reshaping the business structure and focusing on Taiwan's high-end processes.

The Taiwan stock index closed up 54 points after falling sharply on Tuesday. Although foreign investors continued to sell more than 8.104 billion yuan, they made a large-scale investment in the memory group. Among them, Power Semiconductor Manufacturing Co., Ltd. bought more than 56,000 shares, which attracted the most attention. The stock price surged 4.52% to close at 69.4 yuan.