异动解读|日月光半导体盘中上涨3.53%,15座新厂扩产叠加美国建厂计划提振

行情直击
Jun 24

6月24日,日月光半导体盘中上涨3.53%,报40.51美元/股,成交额5597.24万美元。

消息面上,日月光在股东大会后披露大规模扩产计划:集团本体规划6座新厂,旗下矽品精密同步布局7座新厂,叠加收购改造项目合计约15个新建扩建项目。同时公司披露美国扩张计划,在加州已有两座测试厂基础上拟再新建两座工厂,并评估亚利桑那投资。此外,公司确认扇出面板级封装(FOPLP)首座全自动化量产产线计划年底投产,CEO吴田玉表示下半年业绩有望超预期,并指出许多客户正跟随英伟达和AMD在台湾地区扩大投资。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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