聯茂受惠網通、伺服器 率先報喜
Date: 2016-01-06
News Type:
PCB上游銅箔基板(CCL)廠聯茂(5)日公告去年12月營收達17.39億元新台幣,月增8.6%,是去年單月次高;主因網通、伺服器在春節前備貨增加,表現優於市場預期,受惠於非蘋新應用的熱度延續,率先報喜。
聯茂主管指出,客戶在春節前的備貨需求,有望延續至1月。至於去年12月在網通基地台、伺服器、存儲等3S(switch、server、storage)應用端以外,包含汽車電子等相關業者也在積極開拓新應用。聯茂內部定調,由於去年持續優化營運,因此今年營運將深具成長潛力。
據了解,聯茂兩岸產能約325萬張,其中大陸無錫約180萬張、東莞100萬張;台灣則約40萬張。有別同業僅關注手機、通訊應用,聯茂目標是以最完整的產品線,切入伺服器平台轉換等新應用。(新聞來源:經濟日報)
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