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ASMPT：AI屬結構需求 零部件短缺致交貨期延長

Future Wealths
Future Wealths
29 7 月, 2026
One Min Read
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半導體封裝設備商ASMPT（0522）行政總裁黃梓達今午與傳媒會面時指，受惠於運算能力需求急增，公司近期奪得逾50部「晶片對晶片」（C2C）設備的重大訂單，並形容第二季業績「非常穩健」，各項財務數據按季及按年均錄得正增長。他指出，人工智能（AI）帶動的並非短暫熱潮，而是長遠的結構性的需求，惟因目前零部件供應緊張，公司的設備平均交貨期由約半年延長至6至9個月。

原文: https://finance.mingpao.com/fin/instantf/20260729/1785309532187/asmpt-ai%E5%B1%AC%E7%B5%90%E6%A7%8B%E9%9C%80%E6%B1%82-%E9%9B%B6%E9%83%A8%E4%BB%B6%E7%9F%AD%E7%BC%BA%E8%87%B4%E4%BA%A4%E8%B2%A8%E6%9C%9F%E5%BB%B6%E9%95%B7%22%20target=%22blank

Last Update: 29 7 月, 2026

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