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udn股市快訊
udn股市快訊:提供台股與財經產業界的即時消息,幫助投資人掌握股市財經最新動態。 
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IC封測 淡季不淡機會高
Oct 15th 2013, 13:07

IC封測廠第3季營收紛報喜,日月光(2311)在蘋果加持下,營收改寫歷史新高,法人近一個月加碼逾30萬張,而矽格則有聯發科訂單湧入,第3季營收達13.9億元,亦創下單季新高。法人看好,第4季晶片測試業務將維持穩健。

日月光前九月合併營收1,556.98億元,年增12.85%;集團第3季合併營收567.48億元,年增15.8%,優於法說預期。其股價自8月底至今,漲幅近20%,外資法人表示,蘋果供應鍊9月的拉貨潮為日月光營運的主要動能,第4季除iPhone 5S及5C熱銷外,大陸中低階智慧型手機需求暢旺,亦可望為日月光帶來淡季不淡的喜訊。

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