异动解读｜日月光半导体盘前上涨3.76%，Google TPU与英特尔追加先进封测订单叠加行业扩产潮

行情直击09-08

9月8日，日月光半导体盘前上涨3.76%，报38.78美元/股，成交额19.25万美元。同日半导体板块整体走强，英特尔涨2.73%、美光科技涨1.04%。

消息面上，日月光投控受惠于Google持续加大AI资本支出，TPU量能放大并大举追加先进封测订单，市场预估Google TPU将于2028年进入大规模放量阶段，出货量上看1200万至1500万颗。同时，英特尔加速推进EMIB先进封装平台，扩大对日月光委外释单。日月光掌握2.5D、3D先进封装及高阶测试技术，叠加此前调高封测报价效益显现，高阶封装涨幅约5%至10%。此外，国内先进封装产业同步迎来扩产潮，行业景气度持续攀升。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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