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"description": "2026年09月04日(优分析/产业数据中心报导)⸺ 铜箔基板厂台燿(6274-TW)8月营收新台币59.15亿元,相较去年同期25.44亿元,年增率达132.5%;2026年前8月累计营收361.78亿元,较去年同期183.64亿元成长97.0%,营收规模接近翻倍。 台燿前8月营收也优于市场预期。根据优分析统计,法人共识原估354.09亿元,实际达361.78亿元,高出7.69亿元,优于共识约2.2%。 不过,8月营收大幅成长后,后续仍有新产能加入,意味目前营收可能还不是这一波高点。除了AI伺",
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"content": "<img src=\"https://cimg.cnyes.cool/prod/news/6597527/o/89bc2789d4b99d707f65742ac3f2d85d.jpg\" alt=\"Reuters/TPG\" /><p class=\"PDq2pG_selectionAnchorContainer\" data-start=\"100\" data-end=\"227\">2026年09月04日(优分析/产业数据中心报导)⸺ 铜箔基板厂台燿(6274-TW)8月营收新台币59.15亿元,相较去年同期25.44亿元,年增率达132.5%;2026年前8月累计营收361.78亿元,较去年同期183.64亿元成长97.0%,营收规模接近翻倍。</p>\n<p data-start=\"229\" data-end=\"298\">台燿前8月营收也优于市场预期。根据优分析统计,法人共识原估354.09亿元,实际达361.78亿元,高出7.69亿元,优于共识约2.2%。</p>\n<p data-start=\"300\" data-end=\"434\">不过,8月营收大幅成长后,后续仍有新产能加入,意味目前营收可能还不是这一波高点。除了AI伺服器、高速交换器带动高阶铜箔基板需求,台燿泰国厂第一、二期已于7月下旬提前投产,带动公司整体月产能提高至约260万张,但新产能目前仍处于稼动率与良率爬坡阶段,尚未完全反映在营收。</p><p>※ 本文经「优分析」授权转载,原文出处:<a style=\"color:#A9A9A9\" rel=\"nofollow\" href=\"https://uanalyze.com.tw/articles/9563354660\">原文连结</a>\n <br>※ 免责声明:文中所提的个股、基金、期货商品内容仅供参考,并非投资建议,投资人应独立判断,审慎评估风险。</p>\n <p></p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-2431.html\" title=\"台股创新高重返4万6 外资回头买超211亿元狂扫中钢近32万张\">台股创新高重返4万6 外资回头买超211亿元狂扫中钢近32万张</a></li>\n <li><a href=\"/new/tw/article-18867.html\" title=\"台塑汽车电动重卡2027交集团先试营运 力拼2029引进销售\">台塑汽车电动重卡2027交集团先试营运 力拼2029引进销售</a></li>\n <li><a href=\"/new/tw/article-2565.html\" title=\"鼎基开辟热门新赛道 强攻半导体应用切入封装、FCCL新材料\">鼎基开辟热门新赛道 强攻半导体应用切入封装、FCCL新材料</a></li>\n <li><a href=\"/new/tw/article-7446.html\" title=\"神脑剖析暑期消费趋势 降温家电与影音娱乐需求同步升温\">神脑剖析暑期消费趋势 降温家电与影音娱乐需求同步升温</a></li>\n <li><a href=\"/new/tw/article-12140.html\" title=\"SK海力士砸大钱买自家股 台记忆体族群同步飙涨\">SK海力士砸大钱买自家股 台记忆体族群同步飙涨</a></li>\n <li><a href=\"/new/tw/article-11556.html\" title=\"巨亨速报 - Factset 最新调查:华邦电(2344-TW)EPS预估上修至24.87元,预估目标价为238元\">巨亨速报 - Factset 最新调查:华邦电(2344-TW)EPS预估上修至24.87元,预估目标价为238元</a></li>\n </ul>\n</div>",
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"createdAt": "2026-09-04T08:30:06.000Z",
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