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精测受惠AI、HPC需求强劲 6月营收年增40.2% 连6月创新高

2026-09-11 09:19:16 网络 阅读(51)

中华精测 (6510-TW) 今 (3) 日公告今 (2026) 年 6 月单月营收为 5.73 亿元、月增 5.79%、年增 40.19%,连续六个月创下单月历史新高;第 2 季合并营收达 16.4 亿元、季增 20.8%、年增 34.9% 创同期新高,今年第 1、2 季单季亦双双刷新单季纪录高,上半年累计总营收为 29.96 亿元、年增 26.56%,展现稳健而强劲的成长力道。

精测受惠AI、HPC需求强劲 6月营收年增40.2% 连6月创新高

精测表示,6 月营收成长动能主要来自人工智慧 (AI) 与高效能运算 (HPC) 相关应用需求持续强劲,随着 AI 及 ASIC 进入量产阶段,AI 相关产品出货持续放量,带动高频宽的测试介面需求与出货量同步提升。

精测强调,AI 与 HPC 相关应用成为公司营收结构中占比最高、成长最快的领域,伴随半导体制程演进,半导体产业对测试介面的定位已发生结构性发生转变,测试介面不再是后段制程的独立节点,而是成为封装测试的核心组件,测试介面厂商在产业链中的战略地位显著提升。精测作为全球半导体关键供应商,凭借高阶测试介面技术及扩充产能,持续获得 AI 晶片大厂订单挹注。

在永续经营方面,精测也将导入碳定价计划 (Carbon Pricing Program),把碳排放成本内部化至营运决策流程,强化各事业单位对减碳投资与低碳制程转型的评估机制,该计划预计于今 (2026) 年下半年正式启动。

此外,精测于上 (6) 月 30 日发布《2025 年永续报告书》,完整揭露在环境、社会与公司治理 (ESG) 各面向之具体作为与绩效指标,落实对环境与社会的长期承诺。

展望下半年,精测强调,受惠于 AI 应用扩展,GPU、CPU、ASIC 等应用需求将带动供应链动能,半导体产业链预期维持上行趋势,精测将持续扩充产能,深化与客户合作,维持稳健成长,朝全年营收挑战历史新高的目标迈进。

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      "shortTitle": "〈COMPUTEX〉长荣航打造完整跨洲飞航网络 大抢商务客源",
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      "shortTitle": "巨亨速报 - Factset 最新调查:健策(3653-TW",
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      "description": "FactSet 最新调查:健策(3653-TW)EPS预估下修,预估EPS、预估营收、目标价、历史获利表现、即时新闻资讯。",
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      "name": "台股",
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      "shortTitle": "营邦聚焦AI基建三大动能 看好今年成长双位数",
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      "description": "机壳厂营邦 (3693-TW) 今 (25) 日召开股东会,指出受惠 AI、云端以及高效能运算需求持续成长,持续聚焦 AI 基础设施三大成长动能,并深化与全球策略伙伴合作,推动长期稳健成长,预期今年将成长双位数百分比。 ",
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      "shortTitle": "正瀚淡旺季营收差距持续缩小 前6月营收13.3亿元创高",
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    "title": "精测受惠AI、HPC需求强劲 6月营收年增40.2% 连6月创新高",
    "shortTitle": "精测受惠AI、HPC需求强劲 6月营收年增40.2% 连6月",
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    "description": "精测今 (3) 日公告今 (2026) 年 6 月单月营收为 5.73 亿元、月增 5.79%、年增 40.19%,连 6 个月创下单月历史新高,第 2 季合并营收达 16.4 亿元、季增 20.8%、年增 34.9% 创同期新高。",
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    "content": "<p>中华精测 (6510-TW) 今 (3) 日公告今 (2026) 年 6 月单月营收为 5.73 亿元、月增 5.79%、年增 40.19%,连续六个月创下单月历史新高;第 2 季合并营收达 16.4 亿元、季增 20.8%、年增 34.9% 创同期新高,今年第 1、2 季单季亦双双刷新单季纪录高,上半年累计总营收为 29.96 亿元、年增 26.56%,展现稳健而强劲的成长力道。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6521931/l/b3a23bef3dd44dfad3ca89eb873679be.jpg\" alt=\"精测受惠AI、HPC需求强劲 6月营收年增40.2% 连6月创新高\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>精测表示,6 月营收成长动能主要来自人工智慧 (AI) 与高效能运算 (HPC) 相关应用需求持续强劲,随着 AI 及 ASIC 进入量产阶段,AI 相关产品出货持续放量,带动高频宽的测试介面需求与出货量同步提升。</p>\n\n<p>精测强调,AI 与 HPC 相关应用成为公司营收结构中占比最高、成长最快的领域,伴随半导体制程演进,半导体产业对测试介面的定位已发生结构性发生转变,测试介面不再是后段制程的独立节点,而是成为封装测试的核心组件,测试介面厂商在产业链中的战略地位显著提升。精测作为全球半导体关键供应商,凭借高阶测试介面技术及扩充产能,持续获得 AI 晶片大厂订单挹注。</p>\n\n<p>在永续经营方面,精测也将导入碳定价计划 (Carbon Pricing Program),把碳排放成本内部化至营运决策流程,强化各事业单位对减碳投资与低碳制程转型的评估机制,该计划预计于今 (2026) 年下半年正式启动。</p>\n\n<p>此外,精测于上 (6) 月 30 日发布《2025 年永续报告书》,完整揭露在环境、社会与公司治理 (ESG) 各面向之具体作为与绩效指标,落实对环境与社会的长期承诺。</p>\n\n<p>展望下半年,精测强调,受惠于 AI 应用扩展,GPU、CPU、ASIC 等应用需求将带动供应链动能,半导体产业链预期维持上行趋势,精测将持续扩充产能,深化与客户合作,维持稳健成长,朝全年营收挑战历史新高的目标迈进。</p>\n\n<p> </p>\n<div class=\"related-articles seo-links\">\n  <h4>相关阅读</h4>\n  <ul>\n    <li><a href=\"/new/tw/article-12289.html\" title=\"〈焦点股〉世纪*填权行情喷出 搭上无人载具行情拉出第6根涨停逾4万张委买\">〈焦点股〉世纪*填权行情喷出 搭上无人载具行情拉出第6根涨停逾4万张委买</a></li>\n    <li><a href=\"/new/tw/article-7390.html\" title=\"牧德盟友铧友益0.5元股息今除息 陷严重贴息下半年可望见转机\">牧德盟友铧友益0.5元股息今除息 陷严重贴息下半年可望见转机</a></li>\n    <li><a href=\"/new/tw/article-8249.html\" title=\"巨亨速报 - Factset 最新调查:稳懋(3105-TW)EPS预估上修至7.03元,预估目标价为562.5元\">巨亨速报 - Factset 最新调查:稳懋(3105-TW)EPS预估上修至7.03元,预估目标价为562.5元</a></li>\n    <li><a href=\"/new/tw/article-13046.html\" title=\"SUMCO减持台胜科至38%仍列重要生产销售基地、后续持股动向受关注\">SUMCO减持台胜科至38%仍列重要生产销售基地、后续持股动向受关注</a></li>\n    <li><a href=\"/new/tw/article-13044.html\" title=\"凯美下半年订单明朗 全年AI伺服器电阻出货估倍增\">凯美下半年订单明朗 全年AI伺服器电阻出货估倍增</a></li>\n    <li><a href=\"/new/tw/article-15080.html\" title=\"巨亨速报 - Factset 最新调查:信骅(5274-TW)EPS预估上修至194.98元,预估目标价为22500元\">巨亨速报 - Factset 最新调查:信骅(5274-TW)EPS预估上修至194.98元,预估目标价为22500元</a></li>\n  </ul>\n</div>",
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