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"description": "IC设计大厂联发科(2454-TW)今(10)日公布8月营收641.83亿元，月增32.41%，年增44.08%，累计前8月营收4,139.91亿元，年增5.76%；联发科受惠AI业务推进，加上旗舰级手机业务相对稳健，8",
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"content": "<p>IC设计大厂联发科(2454-TW)今(10)日公布8月营收641.83亿元，月增32.41%，年增44.08%，累计前8月营收4,139.91亿元，年增5.76%；联发科受惠AI业务推进，加上旗舰级手机业务相对稳健，8月营收创下单月新高。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6603187/l/3f477e242772e08bc6d13005026b185d.jpg\" alt=\"联发科8月营收642亿元 年增44%飙新高\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>联发科预估，在美元兑<a href=\"https://invest.cnyes.com/forex/detail/usdtwd\">新台币</a>汇率 32 元的假设下，第三季营收将介于 1,522 亿至 1,598 亿元，季增持平至 5%，年增 7% 至 12%。以累计7、8月营收来看，已经达到高标的71%，略优于预期。</p>\n\n<p>联发科本季主要受惠智慧装置平台业务成长，抵销掉手机业务疲弱的影响，尤其随着与Google合作的第一个TPU专案即将在第四季导入量产，看好今年资料中心营收至少为 20 亿美元起跳，2027 年营收则可望进一步加速成长。</p>\n\n<p>此外，辉达(<a data-ga-click-item=\"USS:NVDA:STOCK:COMMON\" data-ga-event-name=\"Click_Quote\" data-ga-section=\"News_Article_文中行情\" data-ga-target=\"news\" href=\"https://invest.cnyes.com/usstock/detail/NVDA\" rel=\"noopener noreferrer\" target=\"_self\">NVDA-US</a>)近日宣布斥资35亿美元，认购联发科(<a data-ga-click-item=\"TWS:2454:STOCK:COMMON\" data-ga-event-name=\"Click_Quote\" data-ga-section=\"News_Article_文中行情\" data-ga-target=\"news\" href=\"https://www.cnyes.com/twstock/2454\" rel=\"noopener noreferrer\" target=\"_self\">2454-TW</a>)海外第一次无担保转换公司债(ECB)，双方合作正式从既有边缘AI与PC晶片，全面扩大至客制化XPU与AI Factory，不只进一步强化双方策略合作关系，更有机会加速联发科在云端AI领域的成长。</p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/hour/article-15252.html\" title=\"宝成2026年上半年业绩转盈向上 8月营收206亿元呈现月增年增\">宝成2026年上半年业绩转盈向上 8月营收206亿元呈现月增年增</a></li>\n <li><a href=\"/hour/article-15220.html\" title=\"营收速报 - 台玻(1802)8月营收45.92亿元年增率高达32.59％\">营收速报 - 台玻(1802)8月营收45.92亿元年增率高达32.59％</a></li>\n <li><a href=\"/hour/article-15217.html\" title=\"营收速报 - 统一证(2855)8月营收37.58亿元年增率高达109.88％\">营收速报 - 统一证(2855)8月营收37.58亿元年增率高达109.88％</a></li>\n <li><a href=\"/hour/article-15247.html\" title=\"升息预期、高利率夹击多头能撑？ 巨亨买基金：AI未熄火投资可「分批布局」\">升息预期、高利率夹击多头能撑？ 巨亨买基金：AI未熄火投资可「分批布局」</a></li>\n <li><a href=\"/hour/article-15222.html\" title=\"忆声电子8月营收7,640万元 部分出货受船班延误影响 核心业务稳步推进\">忆声电子8月营收7,640万元 部分出货受船班延误影响 核心业务稳步推进</a></li>\n <li><a href=\"/hour/article-15191.html\" title=\"全球债市震央在日本！殖利率升破3% 恐引爆股灾、浇息AI投资\">全球债市震央在日本！殖利率升破3% 恐引爆股灾、浇息AI投资</a></li>\n </ul>\n</div>",
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"createdAt": "2026-09-10T10:14:13.000Z",
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