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ASM太平洋(00522.HK)料明年5G应用增 有助带动需求
阿思达克 10-31 12:17

ASM太平洋(00522.HK)行政总裁李伟光出席业绩发布会时指出,5G基建带动了公司的SMT解决方案业务,他指出5G将陆续在其他国家推行,而5G手机於2020年亦会逐步增加,料可带来广泛应用,除了基站外,对数据中心需求亦会越来越大,加上传输速度增加亦可带动不同行业的应用,而2020年冬奥将首次展现5G优势,多项因素均有助带动需求。

他指出中国市场继续带动半导体行业复苏,而公司在当地拥有利地位,相关因素亦已带动第三季业绩表现。他又透露虽然有设备制造商被美国针对,但留意到相关企业在5G领域仍然领先,认为对公司无直接影响,但间接来看中国市场方面或会有影响,因为企业或会希望将需求国产化。

另外,首席财务总监黄梓达称公司位於马来西亚的工厂刚完工,但仍需要迁入设备等,相信需要一至一年半时间才能完全投入营运。 ~

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