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纬颖第四季展望乐观 下半年资本支出近300亿元 明年将再上调

2026-10-25 16:32:54 网络 阅读(74)

纬颖(6669-TW)8月营收达1443.12亿元,年增5成,再度创历史单月新高纪录,管理层今(10)日指出,目前整体营收与存货能量充足,第四季展望乐观。此外,今年下半年规划资本支出9.42亿美元(约新台币296.63亿元),预期明年将再上调。

纬颖第四季展望乐观 下半年资本支出近300亿元 明年将再上调

纬颖8月营收1443.12亿元,月增22.62%,年增50.36%;累计今年前8月营收8166.58亿元,年增42.8%。

纬颖表示,上半年伺服器出货以通用型伺服器为主,预期第三季通用型与ASIC将黄金交叉,比重各半,ASIC将在第四季超越通用型,第四季季底也将有GPU伺服器出货。

纬颖第二季毛利率9.26%,纬颖指出,由于第二季有NRE研发收入贡献,因此带动毛利率改善,并预期下半年ASIC伺服器比重提升,即便产品组合改变,毛利率变化不大,不过还需观察NRE贡献程度。

产能规划上,纬颖表示,目前美国厂已投产,主要生产L10、L11,将逐步扩大水冷机种产能。美国厂加入生产行列前,墨西哥厂产能比重占7成,马来西亚占2成,欧洲1成,美国厂投产后,产能比重将有变化,明年美国厂产能目标提升至2成。

至于缺料状况,纬颖则提到,虽料况供应紧张,其中又以CPU最为吃紧,但未严重短缺。而纬颖采用代采购模式,主要用于通用型伺服器专案。

资本支出方面,纬颖今年上半年资本支出120亿元,并规划下半年资本支出9.42亿美元 (约新台币296.63亿元) ,预计明年将进一步上调,主要用于台湾、马来西亚等地厂区兴建,以及各厂的水冷、电力等基础设施与产线设置。

针对畸零股争议,纬颖今天也补充,除持有1至15股的股东可以以面额10元认购1股,已凑足整股的股东,仍可参与认购。而纬颖也提到,虽目前尚未确认交割时间,但强调会尽快处理。

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      "title": "巨亨速报 - Factset 最新调查:大立光(3008-TW)EPS预估上修至190元,预估目标价为5220元",
      "shortTitle": "巨亨速报 - Factset 最新调查:大立光(3008-T",
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      "createdAt": "2026-07-27T00:14:08.000Z",
      "description": "FactSet 最新调查:大立光(3008-TW)EPS预估上修,预估EPS、预估营收、目标价、历史获利表现、即时新闻资讯。",
      "pv": 227,
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      "id": 2528,
      "title": "巨亨速报 - Factset 最新调查:健策(3653-TW)EPS预估下修至54.92元,预估目标价为5000元",
      "shortTitle": "巨亨速报 - Factset 最新调查:健策(3653-TW",
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      "createdAt": "2026-06-20T02:10:48.000Z",
      "description": "FactSet 最新调查:健策(3653-TW)EPS预估下修,预估EPS、预估营收、目标价、历史获利表现、即时新闻资讯。",
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      "title": "巨亨速报 - Factset 最新调查:力旺(3529-TW)EPS预估下修至34.68元,预估目标价为5100元",
      "shortTitle": "巨亨速报 - Factset 最新调查:力旺(3529-TW",
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      "title": "巨亨速报 - Factset 最新调查:臻鼎-KY(4958-TW)EPS预估上修至14.46元,预估目标价为560元",
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      "title": "巨亨速报 - Factset 最新调查:联发科(2454-TW)EPS预估上修至67.67元,预估目标价为5300元",
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      "id": 16700,
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    "title": "纬颖第四季展望乐观 下半年资本支出近300亿元 明年将再上调",
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    "description": "纬颖(6669-TW)8月营收达1443.12亿元,年增5成,再度创历史单月新高纪录,管理层今(10)日指出,目前整体营收与存货能量充足,第四季展望乐观。此外,今年下半年规划资本支出9.42亿美元,预期明年将再上调。",
    "img": "https://cimg.cnyes.cool/prod/news/6602759/l/17ffad834b9dc5efe94884e16f785c8e.jpg",
    "content": "<p>纬颖(6669-TW)8月营收达1443.12亿元,年增5成,再度创历史单月新高纪录,管理层今(10)日指出,目前整体营收与存货能量充足,第四季展望乐观。此外,今年下半年规划资本支出9.42亿美元(约新台币296.63亿元),预期明年将再上调。 </p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6602759/l/17ffad834b9dc5efe94884e16f785c8e.jpg\" alt=\"纬颖第四季展望乐观 下半年资本支出近300亿元 明年将再上调\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>纬颖8月营收1443.12亿元,月增22.62%,年增50.36%;累计今年前8月营收8166.58亿元,年增42.8%。 </p>\n\n<p>纬颖表示,上半年伺服器出货以通用型伺服器为主,预期第三季通用型与ASIC将黄金交叉,比重各半,ASIC将在第四季超越通用型,第四季季底也将有GPU伺服器出货。 </p>\n\n<p>纬颖第二季毛利率9.26%,纬颖指出,由于第二季有NRE研发收入贡献,因此带动毛利率改善,并预期下半年ASIC伺服器比重提升,即便产品组合改变,毛利率变化不大,不过还需观察NRE贡献程度。 </p>\n\n<p>产能规划上,纬颖表示,目前美国厂已投产,主要生产L10、L11,将逐步扩大水冷机种产能。美国厂加入生产行列前,墨西哥厂产能比重占7成,马来西亚占2成,欧洲1成,美国厂投产后,产能比重将有变化,明年美国厂产能目标提升至2成。 </p>\n\n<p>至于缺料状况,纬颖则提到,虽料况供应紧张,其中又以CPU最为吃紧,但未严重短缺。而纬颖采用代采购模式,主要用于通用型伺服器专案。 </p>\n\n<p>资本支出方面,纬颖今年上半年资本支出120亿元,并规划下半年资本支出9.42亿美元 (约新台币296.63亿元) ,预计明年将进一步上调,主要用于台湾、马来西亚等地厂区兴建,以及各厂的水冷、电力等基础设施与产线设置。 </p>\n\n<p>针对畸零股争议,纬颖今天也补充,除持有1至15股的股东可以以面额10元认购1股,已凑足整股的股东,仍可参与认购。而纬颖也提到,虽目前尚未确认交割时间,但强调会尽快处理。 </p><div class=\"related-articles seo-links\">\n  <h4>相关阅读</h4>\n  <ul>\n    <li><a href=\"/new/tw/article-361.html\" title=\"川普拟与赖清德通话为何牵动北京神经?一次通话恐成美中台新变数\">川普拟与赖清德通话为何牵动北京神经?一次通话恐成美中台新变数</a></li>\n    <li><a href=\"/new/tw/article-12743.html\" title=\"「台版VT」登场!不畏台韩股震荡 009826靠跨国分散迎击 逆势上涨3.5%\">「台版VT」登场!不畏台韩股震荡 009826靠跨国分散迎击 逆势上涨3.5%</a></li>\n    <li><a href=\"/new/tw/article-1502.html\" title=\"日菲侵犯领土主权 中国海警宣布:在台湾以东海域展开执法巡查\">日菲侵犯领土主权 中国海警宣布:在台湾以东海域展开执法巡查</a></li>\n    <li><a href=\"/new/tw/article-18691.html\" title=\"全民「哔」运动!云端发票使用率飙近7成 台铁、全国电子上榜「重量级」\">全民「哔」运动!云端发票使用率飙近7成 台铁、全国电子上榜「重量级」</a></li>\n    <li><a href=\"/new/tw/article-19866.html\" title=\"营收速报  - 众达-KY(4977)9月营收2.32亿元年增率高达125.77%\">营收速报  - 众达-KY(4977)9月营收2.32亿元年增率高达125.77%</a></li>\n    <li><a href=\"/new/tw/article-2378.html\" title=\"端午连假安防需求升温 新光保全AI监控智慧守护\">端午连假安防需求升温 新光保全AI监控智慧守护</a></li>\n  </ul>\n</div>",
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