🐑ep.195｜矽光出貨占比衝到8成,新美系 CSP 客戶到位,聯亞(3081)迎來資料中心成長加速年!聯亞114年Q4法說重點摘要

from Grace懶洋洋 · host Grace懶洋洋

矽光出貨占比衝到8成,新美系 CSP 客戶到位,聯亞(3081)迎來資料中心成長加速年!聯亞114年Q4法說重點摘要 🐑本集重點： 2025 第四季營運亮眼，EPS 達 2.07 元 2026 展望樂觀，新增美系 CSP 大廠客戶追加 7 億資本支出，擴充 MOCVD 與 E-beam 產能股利政策：每股配發 3 元現金與 1 元股票矽光產品佔比近八成，加速導入 3 吋晶圓製程 🐑本節目純屬個人針對公司法說會簡報所作之重點整理筆記，所提之個股資訊僅供參考，不具投資建議，投資人應審慎評估風險，且自負盈虧。 -- Hosting provided by SoundOn

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🐑ep.195｜矽光出貨占比衝到8成,新美系 CSP 客戶到位,聯亞(3081)迎來資料中心成長加速年!聯亞114年Q4法說重點摘要

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