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國際IDM廠搶產能 漢磊Q1營收成長上看15% – 我是在地人

國際IDM廠搶產能 漢磊Q1營收成長上看15%

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〔記者洪友芳/新竹報導〕國際整合元件廠(IDM)委外代工需求增加,帶動以功率元件廠漢磊(3707)的晶圓代工產能滿載,漢磊董事長徐建華昨指出,近期來自比特幣挖礦、電動車市場需求倍增,漢磊今年季季獲利無虞。

季季獲利無虞

漢磊昨與子公司嘉晶(3016)舉行法說會,徐建華指出,漢磊旗下的晶圓代工廠漢磊科目前產能利用率持續滿載,去年矽晶圓價格也帶動代工漲價,同時進行產品結構調整,預期在客戶需求強勁的帶動下,將帶動今年營收上揚,獲利率也會顯著提升。

展望今年,漢磊預估全年營收可年增二位數百分比,第一季雖有工作天數少與歲修因素,營收仍可季增逾8%,較去年同期則可成長12%到15%,毛利率約為12%到13%,營業利益率約2.5%到3.5%,繼去年第四季轉虧為盈後,單季將持續獲利,以今年營收可逐季走高到年底,漢磊全年也將獲利。

徐建華並指出,因矽晶圓短缺,近年來,中國也積極投資矽晶圓廠,預計有6、7個供應商加入供給行列,但他對這些供應商是否為有效產能存疑。

  • 漢磊和嘉晶董事長徐建華。(記者洪友芳攝)

    漢磊和嘉晶董事長徐建華。(記者洪友芳攝)

報導來源:自由時報【原文網址

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