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A股異動丨耐威科技漲停 台灣砷化鎵雙雄產能滿載
格隆匯 12-12 13:24
格隆匯12月12日丨耐威科技(300456.SZ)漲停,報18.7元,總市值120億元。據台灣媒體報道,台灣砷化鎵雙雄穩懋、宏捷科產能持續滿載,第4季預計優於旺季第3季,再創歷史新高,明年將優於今年。砷化鎵龍頭穩懋表示,第4季營收估季增5-7%,再創歷史新高,預計明年第2季將月產能3.6萬片提升至4.1萬片。宏捷科表示,受惠新客户加入出貨,加上機台汰換順利,產能拉昇500-1000片,第4季業績有望再攀高。宏捷科已啟動擴建新廠。耐威科技的控股子公司聚能晶源投資建設的第三代半導體材料製造項目(一期)已達到投產條件,於2019年9月10日正式投產。聚能晶源於同日舉辦了“8英寸GaN外延材料項目投產暨產品發佈儀式”。
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