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Chinatimes
@chinatimes.com · 1 hour

記憶體狂潮續燒!南亞科董座看好後市 明年資本支出逾520億元

記憶體狂潮續燒!南亞科董座看好後市 明年資本支出逾520億元
南亞科(2408)21日召開2026年股東會,董事長鄒明仁表示,受惠AI帶動高階記憶體需求快速成長,全球主要記憶體原廠自2025年第二季起陸續調整產能,逐步終止DDR4與LPDDR4供應,轉向HBM與高容量DDR5產品,推升DRAM價格顯著上揚,也帶動南亞科營運轉佳。 南亞科2025年合併營收665.9億元,年增95%,稅後純益66.1億元,每股稅後純益(EPS)2.13元。...
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