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炬光科技(688167.SH):已深度佈局存儲芯片晶圓退火模塊業務
格隆匯 10-15 15:57

格隆匯10月15日丨有投資者通過互動平台向炬光科技(688167.SH)提問:2024年上半年公司泛半導體制程解決方案實現收入5,458.03萬元,較上年同期增長 189%。業績增長主要來源於半導體晶圓退火業務延續了高增長,尤其是存儲芯片晶圓退火模塊業務因下游HBM高帶寬內存產能釋放帶來了大幅增長。因為AI對HBM高帶寬內存的需求,貴司預計HBM高帶寬內存產能釋放還將持續多久?是否將對貴司晶圓退火業務起到積極作用?

炬光科技(688167.SH)回覆:公司觀察到,當前及未來一段時間內,HBM高帶寬內存的產能釋放將持續進行,以滿足不斷增長的市場需求。這一趨勢不僅源於AI技術的持續進步和應用領域的拓寬,還受到全球數據中心建設加速、高性能計算集羣部署增加等多重因素的驅動。對於我司而言,作為半導體晶圓退火領域的領先企業,我們已深度佈局存儲芯片晶圓退火模塊業務,併成功抓住了HBM高帶寬內存產能擴張帶來的市場機遇。隨着HBM產能的持續釋放,我司晶圓退火業務有望繼續保持高增長態勢,為公司整體業績貢獻更多力量。

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