日月光投控(3711)財報:AI架構師與地緣政治 episode artwork

EPISODE · Jan 3, 2026 · 15 MIN

日月光投控(3711)財報:AI架構師與地緣政治

from 財報不求人 · host 少年股投

一、企業定位與產業地位 全球最大半導體封裝測試代工(OSAT)廠,市佔率世界第一 核心三大業務: 封裝 測試 電子製造服務(EMS,由環旭電子負責) 集團於 107 年成立,透過股份轉換整合日月光半導體與矽品精密 於台灣(3711)與美國(ASX)雙重掛牌 二、財務表現與產業環境(114 年前三季) 合併營收:4,674.7 億元(年增) 歸屬母公司淨利:約 259.4 億元 產業成長動能: AI 應用擴張 智慧型手機、AI PC 新品帶動封測需求回溫 三、技術研發與競爭優勢 先進封裝為成長核心 2.5D / 3D IC 系統級封裝(SiP) 扇出型面板級封裝(FOPLP) 矽光子佈局 持續投入共同封裝光學(CPO)研發 鎖定 AI 與高效能運算(HPC)長期需求 智慧製造 高雄廠為全球首座 5G mmWave 智慧工廠 入選 2023 世界經濟論壇「燈塔工廠」 -- Hosting provided by SoundOn

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日月光投控(3711)財報:AI架構師與地緣政治

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