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力成接獲「挖礦」訂單 首季淡季不淡 – 我是在地人

力成接獲「挖礦」訂單 首季淡季不淡

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〔記者洪友芳/新竹報導〕記憶體封測廠力成(6239)總經理洪嘉諭昨指出,今年第1季季節性淡季效應將低於往年同期,全年看DRAM與NAND FLASH市況均正向與樂觀,他並透露該公司在邏輯IC產品線已接獲2家虛擬貨幣挖礦機客戶訂單,今年力成營運仍將逐季成長。

洪嘉諭表示,今年全球總體經濟成長預估跟去年差不多,今年手機成長有限、電腦衰退,但隨著業界看好物聯網、高速運算、雲端、汽車電子、智慧家庭與5G發展等,預期對記憶體元件需求也將增多,將驅動半導體業成長。

洪嘉諭認為,第1季DRAM與NAND FLASH需求都穩健,力成在中國西安廠的標準型DRAM產能目前滿載,行動記憶體即使淡季仍有不少急單,去年客戶買不到DRAM用在多晶片封裝(MCP)的情況已有改善,透露DRAM缺貨較舒緩。

隨著客戶轉進3D NAND FLASH的產能漸開出,力成接獲相關產品比重也提高,規劃將至少增加2成產能,覆晶封裝(Flip Clip)產能也將倍增。力成去年資本支出約150億元,今年會較少。

拜記憶體漲價與併購日本2座廠的挹注,力成去年合併營收達596.32億元,年成長23.4%,創下新高,毛利率21.3%,稅後淨利58.52億元,年成長21%,每股稅後盈餘7.51元,創7年來新高。其中去年第4季合併營收167.16億元,創單季新高,稅後淨利16.55億元,為2011年第3季以來單季高點,每股稅後盈餘2.12元。

  • 力成(資料照)

    力成(資料照)

報導來源:自由時報【原文網址

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