异动解读 | 日月光半导体夜盘大涨5.00%，Q1业绩强劲叠加收购扩产及英特尔超预期财报提振信心

异动解读04-30 09:17

日月光半导体(ASX)今日夜盘股价大涨5.00%，引起了市场的广泛关注。

消息面上，公司一季度业绩表现亮眼，3月合并净收入同比增长14.6%，核心ATM业务一季度收入同比大增29.7%。同时，公司通过收购群创光电南科Fab5厂区并动工高雄仁武产业园区新厂进行产能扩张，以应对AI、高性能计算及车用电子等高端测试需求。此外，公司预计先进芯片封装业务营收将显著增长，主要受AI芯片需求驱动，而核心客户英特尔一季度财报超预期，进一步提振了市场对公司后续订单的信心。

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