研报掘金丨群益证券(香港):予通富微电“买进”评级,AMD获Meta大单,公司间接受益

格隆汇
Feb 26

群益证券(香港)研报指出,Meta与AMD宣布合作,将部署总计六千兆瓦AMD的芯片(MI450)。预计未来数年内将为AMD带来超千亿美元规模的收入。通富微电作为AMD的核心封测厂商,有望深度受益于大客户业务规模的提升,上调2027年盈利预测5%。就金额来看,预计订单总金额将超千亿美金。此次合作利好通富微电,通富微电是AMD的核心封装厂(通富微电收购AMD的海外封测业务),通富微电槟城及苏州厂AMD...

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