<div><br /> 不受新冠肺炎疫情衝擊,下游客戶備貨需求強勁,帶動記憶體模組大廠威剛科技2月合併營收月增30.07%達24.46億元,年增19.64%。威剛表示今年上半年產業DRAM及NAND Flash供給不足態勢確立,農曆春節後客戶拉貨力道未減,3月接單狀況持續增溫,第一季營運表現將逐月成長。</div> <div><br /> 在今年記憶體供不應求態勢不變的情況下,威剛認為,全球疫情雖將造成3月~4月消費市場的短期需求降溫,但並未影響中長線產業景氣多頭走勢,仍看好今年記憶體價格將逐季上揚,預期隨著第二季疫情高峰期過後,需求可望出現明顯的補貨效應。公司積極備貨,維持足夠庫存水位的策略也將持續進行,以因應5G、雲端及微軟Xbox與SONY PS5等新機上市帶動的記憶體需求倍增。</div> <div><br /> 自去年第四季以來,資料中心需求持續回籠,加上疫情促使宅經濟效應升溫,5G應用及雲端運算規模持續擴大,帶動記憶體訂單直線向上。另方面,威剛不但在電競版圖的擴展不遺餘力,攜手英特爾陸續攻城掠地;公司於工控產業的客戶群規模也因料源備足優勢,在這波記憶體供不應求的態勢下持續成長,公司今年整體營運績效及全球品牌價值也將水漲船高。</div> <div><br /> 威剛2月DRAM產品營收比重為41.69%,非DRAM產品營收比重58.31%。其中固態硬碟(SSD)產品營收比重仍維持3成以上,達31.65%,SSD月銷售金額較去年同期成長67.67%。累計今年1-2月營收為43.27億元,年增4.56%。<br /> </div> <div> </div> <div> </div> <div> </div> <table border="0" cellspacing="0" cellpadding="0" align="left" width="0" style="width:455.0pt;border-collapse:collapse; margin-left:6.75pt;margin-right:6.75pt;"> <tbody> <tr style="height:17.1pt"> <td width="607" nowrap="" colspan="6" style="width:455.0pt;padding:0cm 1.4pt 0cm 1.4pt; height:17.1pt"> <div style="margin-top:.65pt;text-align:justify;text-justify: inter-ideograph;"><b> </b><b>威剛</b><b>2</b><b>月合併營收成長率</b><b> </b><b><span style="font-size:10.0pt;Times New Roman";Times New Roman";Times New Roman"">單位:新台幣億元</span></b></div> </td> </tr> <tr style="height:17.85pt"> <td width="49" valign="top" style="width: 37pt; border-width: 2.25pt; border-style: double; border-color: black; background: rgb(204, 255, 255); padding: 0cm 1.4pt; height: 17.85pt;"> <div align="center" style="text-align:center;"><b> </b></div> </td> <td width="302" colspan="3" valign="top" style="width: 226.75pt; border-top: 2.25pt double black; border-right: 2.25pt double black; border-bottom: 2.25pt double black; border-left: none; background: rgb(204, 255, 255); padding: 0cm 1.4pt; height: 17.85pt;"> <div align="center" style="text-align:center;"><b><span style="font-size:10.0pt;Times New Roman",serif;color:black">2020</span></b><b><span style="font-size:10.0pt;Times New Roman";Times New Roman";Times New Roman"; color:black">年</span></b></div> </td> <td width="255" colspan="2" valign="top" style="width: 191.25pt; border-top: 2.25pt double black; border-right: 2.25pt double black; border-bottom: 2.25pt double black; border-left: none; background: rgb(204, 255, 255); padding: 0cm 1.4pt; height: 17.85pt;"> <div align="center" style="text-align:center;"><b><span style="font-size:10.0pt;Times New Roman",serif;color:black">2019</span></b><b><span style="font-size:10.0pt;Times New Roman";Times New Roman";Times New Roman"; color:black">年</span></b></div> </td> </tr> <tr style="height:17.85pt"> <td width="49" valign="top" style="width: 37pt; border-right: 2.25pt double black; border-bottom: 2.25pt double black; border-left: 2.25pt double black; border-top: none; background: white; padding: 0cm 1.4pt; height: 17.85pt;"> <div align="center" style="text-align:center;"><b><span style="font-size:10.0pt;Times New Roman";Times New Roman";Times New Roman";color:black">項目</span></b></div> </td> <td width="94" valign="top" style="width:70.75pt;border-top:none;border-left: none;border-bottom:double black 2.25pt;border-right:double black 2.25pt;background:white;padding:0cm 1.4pt 0cm 1.4pt; height:17.85pt"> <div align="center" style="text-align:center;"><b><span style="font-size:10.0pt;Times New Roman",serif;color:black">2</span></b><b><span style="font-size:10.0pt;Times New Roman";Times New Roman";Times New Roman"; color:black">月</span></b></div> </td> <td width="104" valign="top" style="width:77.95pt;border-top:none;border-left: none;border-bottom:double black 2.25pt;border-right:double black 2.25pt;background:white;padding:0cm 1.4pt 0cm 1.4pt; height:17.85pt"> <div align="center" style="text-align:center;"><b><span style="font-size:10.0pt;Times New Roman",serif;color:black">1</span></b><b><span style="font-size:10.0pt;Times New Roman";Times New Roman";Times New Roman"; color:black">月</span></b></div> </td> <td width="104" valign="top" style="width:78.05pt;border-top:none;border-left: none;border-bottom:double black 2.25pt;border-right:double black 2.25pt;background:white;padding:0cm 1.4pt 0cm 1.4pt; height:17.85pt"> <div align="center" style="text-align:center;"><b><span style="font-size:10.0pt;Times New Roman";Times New Roman";Times New Roman";color:black">增</span></b><b><span style="font-size:10.0pt;Times New Roman",serif;color:black">(</span></b><b><span style="font-size:10.0pt;Times New Roman";Times New Roman";Times New Roman"; color:black">減</span></b><b><span style="font-size:10.0pt;Times New Roman",serif;color:black">) %</span></b></div> </td> <td width="119" valign="top" style="width:89.3pt;border-top:none;border-left: none;border-bottom:double black 2.25pt;border-right:double black 2.25pt;background:white;padding:0cm 1.4pt 0cm 1.4pt; height:17.85pt"> <div align="center" style="text-align:center;"><b><span style="font-size:10.0pt;Times New Roman",serif;color:black">2</span></b><b><span style="font-size:10.0pt;Times New Roman";Times New Roman";Times New Roman"; color:black">月</span></b></div> </td> <td width="136" valign="top" style="width:101.95pt;border-top:none;border-left: none;border-bottom:double black 2.25pt;border-right:double black 2.25pt;background:white;padding:0cm 1.4pt 0cm 1.4pt; height:17.85pt"> <div align="center" style="text-align:center;"><b><span style="font-size:10.0pt;Times New Roman";Times New Roman";Times New Roman";color:black">增</span></b><b><span style="font-size:10.0pt;Times New Roman",serif;color:black">(</span></b><b><span style="font-size:10.0pt;Times New Roman";Times New Roman";Times New Roman"; color:black">減</span></b><b><span style="font-size:10.0pt;Times New Roman",serif;color:black">) %</span></b></div> </td> </tr> <tr style="height:17.85pt"> <td width="49" valign="top" style="width: 37pt; border-right: 2.25pt double black; border-bottom: 2.25pt double black; border-left: 2.25pt double black; border-top: none; background: white; padding: 0cm 1.4pt; height: 17.85pt;"> <div align="center" style="text-align:center;"><b><span style="font-size:10.0pt;Times New Roman";Times New Roman";Times New Roman";color:black">營收</span></b></div> </td> <td width="94" valign="top" style="width:70.75pt;border-top:none;border-left: none;border-bottom:double black 2.25pt;border-right:double black 2.25pt;background:white;padding:0cm 1.4pt 0cm 1.4pt; height:17.85pt"> <div align="center" style="text-align:center;"><b><span style="font-size:10.0pt;Times New Roman",serif;color:black">24.46</span></b></div> </td> <td width="104" valign="top" style="width:77.95pt;border-top:none;border-left: none;border-bottom:double black 2.25pt;border-right:double black 2.25pt;background:white;padding:0cm 1.4pt 0cm 1.4pt; height:17.85pt"> <div align="center" style="text-align:center;"><b><span style="font-size:10.0pt;Times New Roman",serif;color:black">18.81</span></b></div> </td> <td width="104" valign="top" style="width:78.05pt;border-top:none;border-left: none;border-bottom:double black 2.25pt;border-right:double black 2.25pt;background:white;padding:0cm 1.4pt 0cm 1.4pt; height:17.85pt"> <div align="center" style="text-align:center;"><b><span style="font-size:10.0pt;Times New Roman",serif;color:black">30.07</span></b></div> </td> <td width="119" valign="top" style="width:89.3pt;border-top:none;border-left: none;border-bottom:double black 2.25pt;border-right:double black 2.25pt;background:white;padding:0cm 1.4pt 0cm 1.4pt; height:17.85pt"> <div align="center" style="text-align:center;"><b><span style="font-size:10.0pt;Times New Roman",serif;color:black">20.45</span></b></div> </td> <td width="136" valign="top" style="width:101.95pt;border-top:none;border-left: none;border-bottom:double black 2.25pt;border-right:double black 2.25pt;background:white;padding:0cm 1.4pt 0cm 1.4pt; height:17.85pt"> <div align="center" style="text-align:center;"><b><span style="font-size:10.0pt;Times New Roman",serif;color:black">19.64</span></b></div> </td> </tr> </tbody> </table> <div> </div> <div> </div> <div> </div> <div> </div> <div> </div> <div> </div> <div> </div> <div> </div>