8月24日，联电盘前上涨6.76%，报19.02美元/股，成交额19.83万美元。
消息面上，联电硅光子代工业务迎来重大进展。公司已在新加坡厂成功交付首批12吋硅光子量产晶圆，成为全球少数实现12吋PIC代工量产的厂商。联电执行长王石最新表示，公司3年内AI相关代工营收将从今年3亿美元提升至10亿美元以上，硅光子为重要增长动能。行业层面，AI外溢效应推动成熟制程进入涨价周期，联电产能利用率已达90%以上，部分关键芯片订单排至明年。此前公司二季度EPS为0.54美元，大幅超出市场预期的0.15美元，董事会已批准约50亿美元资本开支预算用于扩产。
（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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