室收矽利康 呈Q2 伺服器用比持,9月底後再攀升@室收矽利康|PChome Online 人新台
2025-08-13 23:23:51| 人1| 回0 | 上一篇 | 下一篇

室收矽利康 呈Q2 伺服器用比持,9月底後再攀升

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MoneyDJ新 2025-08-13 10:52:05 燕翔 AI比持,材呈(6913)第二季伺服器用材事群比重,持在首季的三成多,不在配合客可能的需求下,公司新的,已到位,法人,9月GB300大量,有大挹注,第四季季伺服器用材比重,朝四成以上。

呈坦言,因化多端,ODMCSPGB200的拉不一致,第二季伺服器用材的比重持,短期GB200GB300可能有,9月以後新出放大,第四季伺服器用比可能有明上。

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不,呈新增的伺服器材自化已妥,待客需求可以出,新到位後能原增加五成。呈上半年後盈8076元,年增27%,本利益年增76%,毛利率年增2.5百分,每股後盈1.85元。

料源:MoneyDJ理
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