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"title": "巨有科技Q2 EPS 2.59元创高 下半年展望乐观",
"shortTitle": "巨有科技Q2 EPS 2.59元创高 下半年展望乐观",
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"description": "ASIC 业者巨有科技 (8227-TW) 今 (11) 日公布第二季财报,受惠本业营运稳健,加上业外挹注,单季税后净利首度突破 1 亿元,达 1.03 亿元,季增 312%,较去年同期转盈,每股税后盈余 2.59 元,双双创下历史新",
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"content": "<p>ASIC 业者巨有科技 (8227-TW) 今 (11) 日公布第二季财报,受惠本业营运稳健,加上业外挹注,单季税后净利首度突破 1 亿元,达 1.03 亿元,季增 312%,较去年同期转盈,每股税后盈余 2.59 元,双双创下历史新高,累计上半年达 3.23 元,以超越去年全年 2.05 元。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6571067/l/68f4cf7e0577fb54937d1d7e31fff4be.jpg\" alt=\"巨有科技Q2 EPS 2.59元创高 下半年展望乐观\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>董事长暨执行长赖志贤表示,上半年营运成果印证公司在先进制程设计服务市场的竞争优势,随着 AI、高效能运算 (HPC) 及高速传输介面 (SerDes) 需求持续攀升,客户对整合 IP、设计、试产与量产的完整伙伴依赖度日益提高,透过强化 COT 商业模式,进而深化与 台积电、Synopsys、日月光的三方生态系合作。</p>\n\n<p>巨有科技目前公司在手订单水位持续维持高档,并将进一步拓展美国市场客户服务范畴,公司对下半年度及全年度的营运展望持续乐观。</p>\n\n<p>巨有科技第二季营收 6.13 亿元,季成长 65.9%,年成长 121.7%,创下单季营收新高纪录,毛利率 17.1%,季减 1.8 个百分点,年减 9.2 个百分点,营益率 7.6%,季增 0.8 个百分点,年减 5.2 个百分点,受惠业外挹注 0.67 亿元,税后净利 1.03 亿元,季增 312%,较去年同期转盈,每股税后盈余 2.59 元。</p>\n\n<p>巨有科技上半年营收 9.83 亿元,年成长 107.9%,毛利率 17.8%,年减 5.4 个百分点,营益率 7.3%,年减 0.2 个百分点,税后净利 1.28 亿元,每股税后盈余为 3.23 元。</p>\n\n<p>巨有科技持续布局先进制程,除了已成功切入美系客户高阶奈米制程 design-in 专案,并有多项 12 奈米以下专案已陆续进入量产阶段,同时公司进一步强化 Customer-Owned Tooling (COT) 商业模式。</p>\n\n<p>巨有科技整合台积电 (2330-TW)(TSM-US) 设计中心联盟 (TSMC DCA)、新思科技 (Synopsys) IP OEM 伙伴关系,以及与日月光投控 (3711-TW)(ASX-US) 在封装测试领域的合作,提供客户涵盖 IP、设计、APR、DFT、投片、试产验证到量产导入的一站式解决方案,目标协助客户将 ASIC 开发周期缩短 10% 以上。</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-3998.html\" title=\"永丰金拟现增募集200亿元力挺永丰金证券 将吸收合并京城证券\">永丰金拟现增募集200亿元力挺永丰金证券 将吸收合并京城证券</a></li>\n <li><a href=\"/new/tw/article-3614.html\" title=\"巨亨速报 - Factset 最新调查:万海(2615-TW)目标价调升至88元,幅度约3.53%\">巨亨速报 - Factset 最新调查:万海(2615-TW)目标价调升至88元,幅度约3.53%</a></li>\n <li><a href=\"/new/tw/article-10699.html\" title=\"弘塑、佳霖携手青辉半导体 布局混和键合技术\">弘塑、佳霖携手青辉半导体 布局混和键合技术</a></li>\n <li><a href=\"/new/tw/article-3775.html\" title=\"巨亨速报 - Factset 最新调查:金像电(2368-TW)EPS预估上修至37.83元,预估目标价为1660元\">巨亨速报 - Factset 最新调查:金像电(2368-TW)EPS预估上修至37.83元,预估目标价为1660元</a></li>\n <li><a href=\"/new/tw/article-9352.html\" title=\"中国自行车代工龙头津富士达IPO海外设厂抢欧美订单,巨大、美利达同步调整布局\">中国自行车代工龙头津富士达IPO海外设厂抢欧美订单,巨大、美利达同步调整布局</a></li>\n <li><a href=\"/new/tw/article-65.html\" title=\"美国国务卿:北京希望台湾「自愿统一」\">美国国务卿:北京希望台湾「自愿统一」</a></li>\n </ul>\n</div>",
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