天天财经

台积电供应链志圣迎60周年庆 AI核心业务占上半年营收已占70%

2026-08-31 16:49:14 网络 阅读(1)

成立于1966年的G2C+联盟成员志圣(2467-TW),目前为台积电(2330-TW)供应链 ,志圣今年成立达60年,志圣并指出,2026年上半年,半导体占营收46%,加计先进PCB后,AI核心成长,其业务占比达70%。

台积电供应链志圣迎60周年庆  AI核心业务占上半年营收已占70%

同时,志圣目前已订未销订单中,先进封装占54%、先进PCB占38%,两者合计达92%,显示公司营运重心持续朝AI高阶制造移动。

志圣自1966年创立以来,伴随台湾制造业与科技产业持续转型,应用领域由传统产业、PCB、显示器,逐步拓展至半导体、先进封装及AI供应链。历经不同产业周期,公司持续累积「压、贴、撕、烤」四大底层制程能力,并延伸至晶圆级与面板级先进封装、IC载板、高层数板及高阶PCB等应用。

志圣表示,随AI晶片朝多晶粒、高堆叠、大尺寸及高精度发展,制程对翘曲控制、均匀性、精准对位、温度控制及材料整合提出更高要求。志圣凭借跨产业制程经验,布局运算、高速互连与电源效率三大AI硬体升级路径,设备应用涵盖先进封装、IC载板、高阶PCB、光学引擎及电源半导体等领域。

因应客户全球扩产,志圣2026年 进一步强化美国在地服务据点,并布局马来西亚与新加坡东南亚平台,让设备与服务能力贴近客户。同时导入数位孪生(Digital Twin),将60年制程经验转化为可累积、重复运用的数位资产,推动设备开发由可视化、数据化走向物理模拟与AI应用。志圣表示,下一阶段将以「支援AI制造,也应用AI」为发展方向,深化先进封装与先进PCB布局。

由志圣、均豪精密(5443-TW)、均华精密(6640-TW))与东捷科技(8064-TW))组成的G2C+策略联盟,其 AI智慧制造与全球市场的布局。东捷已于2026年4月正式加入G2C+,其营运据点进一步串起台湾西部科技廊道沿线,使联盟更贴近主要半导体产业聚落与客户需求,也象征G2C+从三家创始公司的合作基础,迈向更完整的设备生态系。

志圣 2026年7 月营收 11.68 亿元,月增 34.33%,年增 1.32 倍,1-7 月营收 62.12 亿元,已超越 2025 年全年营收的 61.02 亿元,年增 87.05%。

志圣 2026 年第二季营收 27.83 亿元,自结单季税后纯益 6.4 亿元,季增 37.33%,单季每股纯益 4.09元。志圣 2026 上半年自结营收 50.44 亿元,较去年同期成长 78.92%;归属母公司业主税后纯益 11.06 亿元,年增 2.09 倍,每股纯益 7.16 元。

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