Dan Nystedt· @dnystedt · X·· 4 天前AI 评分63
AI 导读
媒体在季度法会后报道，台湾封装厂商 Winstek Semi 与 Sigurd Micro 均因AI相关需求预期2027年营收强劲。Winstek 将2026年资本开支上调至134.27亿新台币，此前为56.48亿新台币；Sigurd 维持88亿新台币不变，其高管表示2026年资本开支可能很快上调。
AI 生成摘要 · 以原文为准
正文
Taiwan chip packaging firms Winstek Semi and Sigurd Micro both forecast strong 2027 sales due to AI-related demand, and Winstek more than doubled 2026 capex, media report, citing executives at a quarterly conference on Monday. Sigurd executives said 2026 capex could be increased soon.
Winstek: NT$13.427 billion vs NT$5.648 billion previously
Sigurd: NT$8.8 billion unchanged #semiconductors https://money.udn.com/money/story/5612/9798306
来源：Dan Nystedt · x.com