2026-11-06 06:45:26 网络 阅读（86）
封测龙头日月光投控 (3711-TW)(ASX-US) 今(9)日公布 5 月营收 630.33 亿元，月增 1.26%，年增 28.57%，受惠 AI 与高效能运算 (HPC) 晶片需求强劲，日月光投控 5 月营收改写历史第四高，也是 43 个月来新高，累计前 5 月营收 2,989.43 亿元，年增 19.87%，同步创下同期新高。
封装测试及材料业务方面，日月光投控 5 月业绩达 421.62 亿元，月增 4.1%，年增 37.9%。
日月光投控看好，在 AI 晶片需求续强下，今年 LEAP(先进封测) 业务营收将达 35 亿美元以上，年增幅至少翻倍，且为因应客户需求增加，全年资本支出规模资本支出将达 85 亿美元，卡位未来两年成长动能。
日月光投控也持续冲刺新技术，旗下日月光除了 600x600mm 面板级封装外，也开发出 310×310mm 自动化产线，预计 2027 上半年将投入量产，可望满足高频宽的 AI 晶片先进封装需求。
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"title": "日月光投控5月营收630亿元 创43个月来新高",
"shortTitle": "日月光投控5月营收630亿元 创43个月来新高",
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"description": "封测龙头日月光投控 (3711-TW)(ASX-US) 今(9)日公布 5 月营收 630.33 亿元，月增 1.26%，年增 28.57%，受惠 AI 与高效能运算 (HPC) 晶片需求强劲，日月光投控 5 月营收改写历史第四高，累计前 5 月营收 2",
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"content": "<p>封测龙头日月光投控 (3711-TW)(ASX-US) 今(9)日公布 5 月营收 630.33 亿元，月增 1.26%，年增 28.57%，受惠 AI 与高效能运算 (HPC) 晶片需求强劲，日月光投控 5 月营收改写历史第四高，也是 43 个月来新高，累计前 5 月营收 2,989.43 亿元，年增 19.87%，同步创下同期新高。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6491751/l/d5ad1cef19d0267fe8a164a69c3898ca.jpg\" alt=\"日月光投控5月营收630亿元 创43个月来新高\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>封装测试及材料业务方面，日月光投控 5 月业绩达 421.62 亿元，月增 4.1%，年增 37.9%。</p>\n\n<p>日月光投控看好，在 AI 晶片需求续强下，今年 LEAP(先进封测) 业务营收将达 35 亿美元以上，年增幅至少翻倍，且为因应客户需求增加，全年资本支出规模资本支出将达 85 亿美元，卡位未来两年成长动能。</p>\n\n<p>日月光投控也持续冲刺新技术，旗下日月光除了 600x600mm 面板级封装外，也开发出 310×310mm 自动化产线，预计 2027 上半年将投入量产，可望满足高频宽的 AI 晶片先进封装需求。</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-14657.html\" title=\"【神脑法说会AI摘要】2026/9/8\">【神脑法说会AI摘要】2026/9/8</a></li>\n <li><a href=\"/new/tw/article-9208.html\" title=\"聚阳Q2纯益年增3成 上半年EPS7.65元拟配息6元\">聚阳Q2纯益年增3成 上半年EPS7.65元拟配息6元</a></li>\n <li><a href=\"/new/tw/article-11599.html\" title=\"富邦投信推「富裕商机」多重资产基金 黄昭棠：AI动能强劲 Q4台股不预设高点\">富邦投信推「富裕商机」多重资产基金 黄昭棠：AI动能强劲 Q4台股不预设高点</a></li>\n <li><a href=\"/new/tw/article-21833.html\" title=\"〈台股盘前要闻〉美光罢工危机解除、四大公股投信整并案拍板\">〈台股盘前要闻〉美光罢工危机解除、四大公股投信整并案拍板</a></li>\n <li><a href=\"/new/tw/article-20039.html\" title=\"耀登董座看好卫星业务倍数成长 锁定国防海事、布局太空酬载\">耀登董座看好卫星业务倍数成长 锁定国防海事、布局太空酬载</a></li>\n <li><a href=\"/new/tw/article-11120.html\" title=\"Moxa参展2026台北国际自动化工业大展 打造工业 AI 网路底座\">Moxa参展2026台北国际自动化工业大展 打造工业 AI 网路底座</a></li>\n </ul>\n</div>",
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