玻璃核心基板｜友达法说前夕涨逾5%！携手康宁卡位AI封装，量产时程成焦点

2026-10-28 20:46:39 网络阅读（3）
友达与康宁合作开发的半导体封装用玻璃核心基板，2026年9月2日在台北SEMICON Taiwan展出。Reuters/TPG
2026年10月28日（优分析／产业数据中心报导）⸺ 面板大厂友达(2409-TW)明日（29日）下午2时将召开法说会，市场买盘提前卡位，加上台股大盘反弹，带动友达28日股价走强，盘中报35.3元，涨幅5.53%。不过，筹码面上，三大法人近期合计卖超友达逾10万张，法说会能否扭转市场看法，将是观察重点。
除了营运展望，市场也关注友达在玻璃基板的布局进度。资本支出投向哪里，往往透露公司下一阶段的成长方向；友达今年7月新增86.41亿元资本支出，用于建置玻璃基板相关试产线，显示先进封装已成为友达布局未来成长动能的重点之一。
试产线下半年动工

友达切入玻璃基板，并非从零开始，而是将累积多年的大尺寸玻璃加工、精密金属化与重布线层（RDL）能力，延伸到半导体先进封装。友达董事会今年7月底通过新台币86.41亿元新增资本支出，涵盖玻璃通孔（TGV）、重布线层与玻璃核心基板试产线，今年下半年开始建置。
友达也与美国玻璃大厂康宁Corning(GLW-US)合作，在今年SEMICON Taiwan展出玻璃核心基板技术，结合康宁的半导体级玻璃与友达的重布线层制程，锁定AI伺服器的大型封装需求。
不过，友达董事长彭双浪坦言，玻璃基板技术尚需2至3年才会成熟，现阶段持续投入研发，已有合作伙伴但不便透露。目前友达仍处于技术展示与送样阶段，尚无公开的客户验证结果或量产时点。
从产业时程来看，辉达NVIDIA(NVDA-US)正评估下一代AI晶片采用玻璃基板，希望台日韩基板厂两年内完成开发，最快2028年导入。
※ 本文经「优分析」授权转载，原文出处:原文连结
※ 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。
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