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"description": "2026年11月12日(优分析/产业数据中心报导)⸺ 系微全球 700 多人,其中工程师大约 8 成,公司在法人说明会上表示,导入生成式 AI 之后,系微并未打算以 AI 取代人力。帐号配置方式与客户不同:公司未给每人配置一个 AI 帐号,而是依各部门主管提出的需求决定采购数量,理由是控制成本。导入 AI 帐号的做法借镜客户,公司表示大约 6 到 9 个月前看到戴尔、惠普、联想几乎每个工程师都有一个 AI 帐号,系微也开始采购部分帐号供员工使用。外部的对照是裁员,2026 年 3 月澳洲的软体公",
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"content": "<img src=\"https://cimg.cnyes.cool/prod/news/6659760/o/56b0f4640526feb1c1e8429cb5ca6560.jpg\" alt=\"系微 2026 年 11 月法人说明会简报第 24 页(Insyde AI 产品线 Synestra、Haydn、Mystro 与 Synara)\" /><p>2026年11月12日(优分析/产业数据中心报导)⸺ 系微全球 700 多人,其中工程师大约 8 成,公司在法人说明会上表示,导入生成式 AI 之后,系微并未打算以 AI 取代人力。</p><p>帐号配置方式与客户不同:公司未给每人配置一个 AI 帐号,而是依各部门主管提出的需求决定采购数量,理由是控制成本。导入 AI 帐号的做法借镜客户,公司表示大约 6 到 9 个月前看到戴尔、惠普、联想几乎每个工程师都有一个 AI 帐号,系微也开始采购部分帐号供员工使用。</p><p>外部的对照是裁员,2026 年 3 月澳洲的软体公司 Atlassian 裁减约 1,600 人、大约是公司人力的 1 成;公司表示,戴尔、惠普与 Google 这几年也不断裁员。</p><h2>人力为什么省不下来</h2><p>公司的解释在于客户数量。公司表示,客户持续增加,就需要更多人手承接,业务继续成长,人力仍然不足。</p><p>组织比例说明人力配置,工程师占 8 成、等于 700 多人里超过 560 人;这 560 人分成核心技术团队与面向客户的专案团队,两边的人力大约是 1 比 2。</p><p>营业费用数字也呈现同样情况,第 3 季营业费用 2.42 亿元主要是人事,其中研发费用 1.45 亿元,占营业费用约 6 成;公司表示员工几乎都在台湾,薪资随物价调整,公司没有大厂房、设备采购也不多,费用几乎都用于人事。公司表示,自成立以来很少裁员,仅在一两年经营较艰困时实施过,现在的方向也不是裁员。</p><p>如下图,根据优分析产业资料库,系微第 3 季研发费用约 1.45 亿元,研发费用率 29.89%,比 2023 年底的 35% 低,原因是营收长得比费用快。</p><p><img src=\"https://cimg.cnyes.cool/prod/news/6659760/o/c4ab17ef6f72ea1dc5db7acd9244b6c3.jpg\" alt=\"系微研发费用、研发费用率与营收比较图\"></p><p>(资料来源:优分析产业资料库)</p><p>公司省成本的方式是加快开发,将 AI 导入 CI/CD,也就是从开发到上线的流程,推动这段流程自动化,同时收集每个员工提出的 AI 想法,纳入这套流程。</p><p>这个方向在 2027 年会有公开成果,公司表示每年透过 Computex 展示,2027 年的 Computex 会推出这套 AI 应用方案。</p><p>系微将 AI 支出用于加快开发,人力需求则随客户数量变动。第 3 季营业费用年增 16.66%,高于同季营收年增 14.08% 的幅度,而公司表示人力仍不足。</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/9733859092\">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-11552.html\" title=\"〈焦点股〉凌巨Q2财报未如期申报 股价跳空锁跌停\">〈焦点股〉凌巨Q2财报未如期申报 股价跳空锁跌停</a></li>\n <li><a href=\"/new/tw/article-12820.html\" title=\"〈台股开盘〉回测4万5后翻红涨逾200点 大立光积极购地扩产勇登涨停\">〈台股开盘〉回测4万5后翻红涨逾200点 大立光积极购地扩产勇登涨停</a></li>\n <li><a href=\"/new/tw/article-23200.html\" title=\"〈台股开盘〉开高涨逾400点随即震荡翻黑 CCL、机器人股撑场\">〈台股开盘〉开高涨逾400点随即震荡翻黑 CCL、机器人股撑场</a></li>\n <li><a href=\"/new/tw/article-7702.html\" title=\"〈台股盘前要闻〉创史上最大涨点续拚4万5 台积电传明年起涨价10%\">〈台股盘前要闻〉创史上最大涨点续拚4万5 台积电传明年起涨价10%</a></li>\n <li><a href=\"/new/tw/article-24058.html\" title=\"〈热门股〉华星光Q3获利创单季新高 外资连5买先行布局\">〈热门股〉华星光Q3获利创单季新高 外资连5买先行布局</a></li>\n <li><a href=\"/new/tw/article-23851.html\" title=\"营收速报 - 创新服务(7828)10月营收2.86亿元年增率高达224.63%\">营收速报 - 创新服务(7828)10月营收2.86亿元年增率高达224.63%</a></li>\n </ul>\n</div>",
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