异动解读|日月光半导体夜盘上涨3.23%,先进封装订单前景受关注

行情直击
Oct 08

10月8日,日月光半导体夜盘上涨3.23%,报47.24美元/股,成交额410.42万美元。

此前日月光投控获得Google TPU与英特尔追加先进封测订单的消息持续发酵,市场对其在AI先进封装领域的接单能力保持关注。

相关报道显示,Google TPU预计将于2028年进入大规模放量阶段,出货量上看1200万至1500万颗;英特尔亦加快推进EMIB先进封装平台并扩大委外释单,日月光投控可直接承接后段晶圆级组装与高阶测试业务。尽管前期交易时段半导体板块整体承压、公司股价有所回落,但夜盘时段出现反弹。

(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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