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Chinatimes
@chinatimes.com
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1 hour
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《半導體》M31虧損大收斂!信驊入股攻AI伺服器 全年雙位數成長不變
M31第二季16奈米以下先進製程授權金收入占比達67.4%,為主要營收來源,顯示市場對高階製程IP需求維持強勁。雖然客戶開案重心持續往先進製程推進,但由於先進製程專案從技術驗證、商務協商,到最終簽約及營收認列所需時間較長,相關需求尚未完全反映在目前營收表現上。 M31第二季權利金占營收比重較前一季下滑0.4個百分點至17.8%,但絕對金額仍季增4.7%。若以年增表現觀察,今年...
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