异动解读｜日月光半导体盘中上涨3.52%，8月营收同比大增45.7%叠加先进封测订单持续放量

行情直击09-09

9月9日，日月光半导体盘中上涨3.52%，报41.09美元/股，成交额1463.37万美元。

消息面上，日月光科技公布8月营收数据，单月净营收达822.5亿新台币（约26.1亿美元），同比增长45.7%；其中封装、测试及材料业务营收同比劲增53%至512.9亿新台币，增速显著。此外，公司持续受惠于Google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；英特尔同步加速EMIB先进封装平台推进，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，叠加此前封测报价上调5%至10%的效益显现，高阶封装产能日益紧俏。

（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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