异动解读|日月光半导体盘中上涨3.03%,AMD百亿美元投资合作及面板级封装新产线催化延续

行情直击
Jun 03

6月3日,日月光半导体盘中上涨3.03%,报40.245美元/股,成交额1.12亿美元。消息面上,AMD此前宣布向中国台湾地区半导体与AI产业生态投入超100亿美元,日月光作为核心封测合作伙伴,将与AMD共同开发下一代2.5D桥接互连技术,直接受益于产能扩充与长期订单预期。同时,日月光子公司已研发出业内首条310mm×310mm面板级封装自动化产线,预计明年上半年投产,进一步打开先进封装增长空间。此外,公司封测服务价格已上调5%至20%,先进封装营收目标上调至35亿美元,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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