异动解读|联电盘中上涨3.11%,成熟制程需求爆发叠加涨价预期提振股价

行情直击
Sep 21

9月21日,联电盘中上涨3.11%,报25.375美元/股,成交额5859.33万美元。

消息面上,AI推升半导体先进制程市况强劲,电源管理IC、微控制器、传感器及MOSFET等成熟制程芯片需求同步爆发,叠加台积电逐步缩减部分成熟制程后的订单外溢效应,联电、力积电、世界先进等晶圆代工厂产能利用率冲上高档、供不应求。联电预告将发动涨价,力积电传出报价大涨四成。联电直言,若供需趋势延续,明年价格调整幅度将比今年下半年更明显。此外,联电8月净销售额达250.45亿新台币,同比大增30.71%,前8个月累计营收同比增长14.66%,基本面持续向好。

(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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