8月4日消息,由于来说AI芯片市场的需求远超预期,日本IC基板大厂揖斐电(Ibiden)于上周五日本股市盘后宣布,上修本年度财务预测,净利润有望恢复同比增长。Ibiden指出,虽然PC及通用服务器用IC基板订单略低于原先预期,但是由于生成式AI需求所带来的订单远超预期,加上日元较预期贬值,因此今年度(2025年4月-2026年3月)合并营收目标自今年5月公布的预估4,100亿日元(同比增长...
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