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"description": "纬颖(6669-TW)8月营收达1443.12亿元,年增5成,再度创历史单月新高纪录,管理层今(10)日指出,目前整体营收与存货能量充足,第四季展望乐观。此外,今年下半年规划资本支出9.42亿美元,预期明年将再上调。",
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"content": "<p>纬颖(6669-TW)8月营收达1443.12亿元,年增5成,再度创历史单月新高纪录,管理层今(10)日指出,目前整体营收与存货能量充足,第四季展望乐观。此外,今年下半年规划资本支出9.42亿美元(约新台币296.63亿元),预期明年将再上调。 </p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6602759/l/17ffad834b9dc5efe94884e16f785c8e.jpg\" alt=\"纬颖第四季展望乐观 下半年资本支出近300亿元 明年将再上调\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>纬颖8月营收1443.12亿元,月增22.62%,年增50.36%;累计今年前8月营收8166.58亿元,年增42.8%。 </p>\n\n<p>纬颖表示,上半年伺服器出货以通用型伺服器为主,预期第三季通用型与ASIC将黄金交叉,比重各半,ASIC将在第四季超越通用型,第四季季底也将有GPU伺服器出货。 </p>\n\n<p>纬颖第二季毛利率9.26%,纬颖指出,由于第二季有NRE研发收入贡献,因此带动毛利率改善,并预期下半年ASIC伺服器比重提升,即便产品组合改变,毛利率变化不大,不过还需观察NRE贡献程度。 </p>\n\n<p>产能规划上,纬颖表示,目前美国厂已投产,主要生产L10、L11,将逐步扩大水冷机种产能。美国厂加入生产行列前,墨西哥厂产能比重占7成,马来西亚占2成,欧洲1成,美国厂投产后,产能比重将有变化,明年美国厂产能目标提升至2成。 </p>\n\n<p>至于缺料状况,纬颖则提到,虽料况供应紧张,其中又以CPU最为吃紧,但未严重短缺。而纬颖采用代采购模式,主要用于通用型伺服器专案。 </p>\n\n<p>资本支出方面,纬颖今年上半年资本支出120亿元,并规划下半年资本支出9.42亿美元 (约新台币296.63亿元) ,预计明年将进一步上调,主要用于台湾、马来西亚等地厂区兴建,以及各厂的水冷、电力等基础设施与产线设置。 </p>\n\n<p>针对畸零股争议,纬颖今天也补充,除持有1至15股的股东可以以面额10元认购1股,已凑足整股的股东,仍可参与认购。而纬颖也提到,虽目前尚未确认交割时间,但强调会尽快处理。 </p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-1547.html\" title=\"安联集团2026报告:台湾去年总保费年增7.3% 高龄化需求成关键成长引擎\">安联集团2026报告:台湾去年总保费年增7.3% 高龄化需求成关键成长引擎</a></li>\n <li><a href=\"/new/tw/article-10015.html\" title=\"八贯单月、前7月营收均创同期新高 受惠航太与军工业积加温双助攻\">八贯单月、前7月营收均创同期新高 受惠航太与军工业积加温双助攻</a></li>\n <li><a href=\"/new/tw/article-2529.html\" title=\"巨亨速报 - Factset 最新调查:美利达(9914-TW)EPS预估上修至4.9元,预估目标价为78元\">巨亨速报 - Factset 最新调查:美利达(9914-TW)EPS预估上修至4.9元,预估目标价为78元</a></li>\n <li><a href=\"/new/tw/article-7074.html\" title=\"中裕三大引擎推动成长 聚焦长效抗体新药、CD4-ADC平台及全球授权\">中裕三大引擎推动成长 聚焦长效抗体新药、CD4-ADC平台及全球授权</a></li>\n <li><a href=\"/new/tw/article-14939.html\" title=\"宸曜8月营收创单月次高 接单维持高档Q4营运平稳\">宸曜8月营收创单月次高 接单维持高档Q4营运平稳</a></li>\n <li><a href=\"/new/tw/article-2649.html\" title=\"联华林德液氮急冻助攻业者拓市场 蔬果供应降低最高10%重量损失\">联华林德液氮急冻助攻业者拓市场 蔬果供应降低最高10%重量损失</a></li>\n </ul>\n</div>",
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"createdAt": "2026-09-10T03:40:51.000Z",
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