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Back焦點股》世界先進:Q4營運看旺 強攻漲停
焦點股》世界先進:Q4營運看旺 強攻漲停
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自由时报25 minutes agoBusiness2 min readChinaView translation

焦點股》世界先進:Q4營運看旺 強攻漲停

董事長方略:AI算力成長趨勢未改變,2027年晶圓平均售價仍有調漲空間

Quick Look

世界先進法說會釋出樂觀展望,新加坡12吋新廠預計明年第1季量產且滿載時程可能提前,股價強彈攻上漲停價132元。董事長方略表示AI算力成長趨勢未改變,預估第4季晶圓平均售價季增3%至5%,並看好2027年仍有調漲空間。

AI-generated summary

Why It Matters

世界先進(5347)上週五舉行法說會,釋出本季營運持續向上、毛利率看增的樂觀展望,並表示新加坡12吋新廠預計明年第1季進入量產,滿載時程有機會提前。

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世界先進新加坡12吋新廠預計明年第1季進入量產。圖為世界先進董事長方略。(資料照)

〔記者林薏茹/台北報導〕美股科技股上週五回神,台股今(9)日早盤也狂飆超過2000點,晶圓代工廠世界先進(5347)上週五法說會釋出樂觀展望,除本季營運將持續向上、毛利率看增,新加坡12吋新廠也可望提前滿載,激勵今日股價強彈,盤中攻上漲停價132元,截至上午10時54分,仍緊鎖漲停,成交量9660張,漲停委買張數超過900張。

從三大法人動向來看,外資上週五買超2540張,自營商也買超47張,僅投信賣超2452張,三大法人上週五合計買超135張。

世界先進董事長方略表示,儘管近期AI相關股票修正,但AI算力成長趨勢並未改變,也帶動8吋需求持續強勁,預估第4季晶圓平均售價(ASP)將季增3%至5%,並看好2027年晶圓平均售價(ASP)仍有調漲空間;新加坡12吋新廠預計明年第1季進入量產,原規劃2029年上半年達到滿載,在建廠進度良好下,加上客戶需求及產能承諾支撐,滿載時程有機會進一步提前。

What to Watch

AI outlook — possibilities, not facts

  • 世界先進新加坡12吋新廠滿載時程將提前於2029年上半年之前達成

    Likely · Within months

Open Questions

  • 新加坡新廠具體量產日期
  • 新廠滿載後的具體產能數字
  • 2027年晶圓平均售價調漲的具體幅度

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This article was originally published by 自由时报.

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