Re: [新聞] 京元電逾兩百億元出售京隆 2025年加碼1.5元現金股利
京元電賣廠是利多還是利空 應該要看公司後續的動作啦
我個人是抱著比較樂觀的看法
https://news.cnyes.com/news/id/5475205
銅鑼四廠要提前動工
封測大廠京元電(2449)26日董事會決議通過,提高今年資本支出自新台幣70億元至
122.81億元,增幅逾七成,主要原因是在高效運算(HPC)及人工智慧(AI)軟硬體產品
規格複雜度躍升下,公司將強化無晶圓廠(Fabless)先進製程產品的測試服務,以及獨
立整合晶圓廠(IDM)加大委外代工的訂單,創造營收、獲利更高的成長空間。
提高資本支出
所以其實賣掉京隆科技 我覺得影響不大 重點還是京隆這塊的營收要從那裡補回來
還有蓋新廠的成本跟時間而已
至於目前今天看到的結果 市場是抱著樂觀的看法 如果繼續加速在台灣蓋廠應該會是利多
台灣半導體本來就不太需要中國的市場 脫離是好事啦
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基本上脫離中國的半導體市場就是一種利多 今天反應的應該是這個
※ 編輯: deann (220.128.121.214 臺灣), 04/29/2024 11:04:46
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