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Storm
@storm.mg
·
1 hour
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AI降溫疑慮未現!穎崴6月營收年增288%、Q2創歷史新高,仁武新廠擴產助攻Q3產能滿載
全球市場近期開始討論人工智慧(AI)投資熱潮是否逐漸降溫,尤其大型雲端服務供應商(CSP)在2026年資本支出衝上高峰後,後續是否仍將維持高成長備受關注。不過,半導體測試介面廠穎崴(6515)最新營收仍繳出亮眼成績,6月合併營收達14.6億元,年增287.9%,第二季營收同步改寫歷史新高。公司表示,目前AI客戶拉貨需求依舊強勁,第三季產能維持滿載,隨著高雄仁武新廠產能逐步提升,...
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