Hızlı Bakış
檢測分析廠汎銓（6830）董事長柳紀綸表示，公司近90%業績來自AI與矽光子專案，海外業績成長迅速，預計年底海外業務佔比達38-40%。為因應AI需求，第三期擴產將於7月展開，對下半年業務樂觀。公司專注先進製程研發階段的材料分析與除錯服務，預計9月提供矽光子機台設備給客戶試用。
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汎銓 (6830) is a testing and analysis company. Its chairman, Liu Jilun, spoke at the company's shareholder meeting. The company's performance is heavily influenced by the AI and silicon photonics sectors.
（汎銓提供）
〔記者洪友芳／新竹報導〕檢測分析廠汎銓（6830）今召開股東常會，董事長柳紀綸於會後受訪指出，目前公司近 90% 的業績來自 AI 與矽光子相關專案，國內外所有新開案幾乎都與 AI 相關，這是公司主力市場，尤其海外業績成長極為迅速，截至五月，海外業績已是去年同期的兩倍，預計到今年底，海外業務佔比將達38% 至 40%。
柳紀綸指出，為因應 AI 需求，第三期擴產將於7月開始展開，對下半年業務樂觀看待。
針對公司市場定位，柳紀綸表示，汎銓並不參與量產環節，而是專注於先進製程的研發階段，為客戶提供材料分析的原型機（prototype）與除錯服務。公司的核心價值在協助客戶解決研發階段遇到的高難度問題，特別是在矽光子領域的光損與漏光定位，技術難度越高，對汎銓的業務越有利。
他指出，矽光子機台設備標準版，定位為解決客戶光損漏光問題的除錯機台，預計9月提供給客戶看，目標希望今年底開始產生初步的業績貢獻。
汎銓今股東會承認並通過2025年度營業報告書、決算表冊案等各項討論事項，並決議以未分配盈餘配發每股1元現金股利，採超額分配方式，配息率達141％，且已於2026年5月8日發放完畢。
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Yapay zekâ öngörüsü — kesinlik taşımaz
Overseas business will account for 38% to 40% of total revenue by the end of 2026.
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Silicon photonics machine equipment will start generating initial revenue contributions by the end of 2026.
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The company's third phase of expansion will be completed and contribute to business in the second half of 2026.
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Açık Sorular
- Specific details on the technical challenges in silicon photonics that 汎銓 is addressing.
- The exact nature of the 'prototype' silicon photonics machine and its competitive advantages.
- Further breakdown of overseas market performance by region or country.
- Details on the specific R&D projects currently underway.
