联电业绩亮眼且上调资本开支 AI订单从GPU外溢至成熟制程

格隆汇
Jul 29
芯片代工厂联电周三公布的业绩报告显示,得益于强劲AI需求,联电第二季度营收大约为687.3亿新台币,同比增长17%;净利润则创纪录大幅增长374.7%,达到422.6亿新台币。2026年资本开支由原计划上调至20亿美元,较2025年实际16亿美元增加25%,其中90%投向12英寸产能。其董事会已批准一项扩产计划,其中包括增加新加坡大型晶圆厂区的无尘室产能,以及在台湾旗舰台南工业园区新建一座晶圆厂厂房,以竭尽全力满足由人工智算力需求能推动且不断增长的半导体产能需求。联电强劲业绩显示订单正从最先进制程AI计算芯片向电力链条等成熟制程节点外围芯片扩散。

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