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"content": "<p>DRAM大厂南亚科(2408-TW)总经理李培瑛今(12)日于法说会表示，林口5A新厂预计明年第一季开始装机、2028年底月投片量达3万片、2030年底提升至5万片，并将在屏东科学园区建置3D晶圆封装与测试厂，预计2028年年底前导入矽穿孔(TSV)、晶圆堆叠等3D IC先进技术。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6628183/l/63f78d4094dc4ee3aa5b6b6267e5d081.jpg\" alt=\"〈南亚科法说〉屏科厂布局3D先进封测 2028年导入TSV、晶圆堆叠技术\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>李培瑛表示，未来扩建将以客户长期合约中的AI专案为主要目标，林口5A新厂涵盖厂房硬体、EUV曝光机及其他设备，整体投资金额预估接近4800亿元，公司明年资本支出预期将较今年增加，以目前净现金约2700亿元，加上现金持续累积，预期明年资本支出可由自有资金支应，无须透过贷款筹措。</p>\n\n<p>至于屏东科学园区布局3D晶圆封装与测试厂，李培瑛指出，相关研发工作先在北部进行，并配置部分工程师及设备工程师，未来屏科将以生产为主，目前先进封装相关人员大部分已到位，生产制造人力仍在规划中，以因应未来新厂及先进封装制程的发展需求。</p>\n\n<p>至于先进封装对毛利率的影响，李培瑛表示，仍须视整体供需、市场应用发展及客户对价格的接受程度而定，虽有提升毛利率的机会，但并非保证。</p>\n\n<p>制程技术方面，南亚科第三代10奈米级制程(1C)预计2027年第一季开始客户验证，同步开发的第四代(1D)、第五代(1E)制程及EUV技术也持续按计划推进。未来将透过技术开发、产能扩充及先进封装与测试整合，深化与客户合作，积极布局AI应用。</p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-14473.html\" title=\"柜买量价背离暗藏杀机？台币强升点燃权值行情，低基期供应链要发动了？\">柜买量价背离暗藏杀机？台币强升点燃权值行情，低基期供应链要发动了？</a></li>\n <li><a href=\"/new/tw/article-6653.html\" title=\"联电新加坡厂量产矽光子晶片 锁定AI与高速光通讯市场\">联电新加坡厂量产矽光子晶片 锁定AI与高速光通讯市场</a></li>\n <li><a href=\"/new/tw/article-9321.html\" title=\"斥「盖牌」说！龚明鑫还原油品真相：半成品封存中油未流出 台糖已尽「买家」责任\">斥「盖牌」说！龚明鑫还原油品真相：半成品封存中油未流出 台糖已尽「买家」责任</a></li>\n <li><a href=\"/new/tw/article-7621.html\" title=\"台股回神助攻！00991A除息首日强势填息 年化配息率逾9%\">台股回神助攻！00991A除息首日强势填息 年化配息率逾9%</a></li>\n <li><a href=\"/new/tw/article-14232.html\" title=\"营收速报 - 2026年9月5日台股大型公司8月营收一览（新增13家）\">营收速报 - 2026年9月5日台股大型公司8月营收一览（新增13家）</a></li>\n <li><a href=\"/new/tw/article-8973.html\" title=\"〈友达法说〉彭双浪：Q3消费性电子需求持续偏弱 车用、垂直场域持稳\">〈友达法说〉彭双浪：Q3消费性电子需求持续偏弱 车用、垂直场域持稳</a></li>\n </ul>\n</div>",
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