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요약
半導體矽晶圓廠環球晶(6488)第一季毛利率20.8%,稅後淨利18.96億元,稅後每股盈餘3.97元,為近三季新低;董事長徐秀蘭於法說會中表示,近期市場復甦速度超過預期,需求來自AI之外,非AI應用也呈現改善,目前除了12吋先進製程稼動率維持滿載,中小尺寸晶圓稼動率也明顯提升,但依終端市場應用類別
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