<div> </div> <div>受惠NAND Flash價格續漲、固態硬碟(SSD)需求強勁爆發,記憶體模組大廠威剛科技11月合併營收大幅攀升至25.1億元,創近14個月新高,月增18.46%。其中SSD單月營收及出貨量均創新高,月營收比重也上升至36.81%。威剛表示,記憶體產業低點已過,看好明年DRAM及NAND Flash需求同步熱絡,記憶體產業多頭將再次崛起。</div> <div><br /> 威剛今(5)日公告11月合併營收為25.1億元,包括SSD、記憶卡與隨身碟、DRAM及外接式硬碟等各項產品線營收均較上個月明顯成長,又以SSD表現最為突出,單月產品營收達9.24億元,年成長逾8成,月成長近3成,公司看好SSD需求將持續向上。威剛11月DRAM產品營收比重為35%,非DRAM產品占整體營收比重為65%。累計公司今年1月至11月合併營收231.01億元,其中DRAM產品營收比重達44.85%;非DRAM產品營收比重55.15%。</div> <div><br /> 綜觀明年記憶體產業發展,威剛董事長陳立白認為,NAND Flash市況持續樂觀,現貨價及合約價陸續落底後,市場需求明顯提升,同時上游供應商庫存水位調節也告一段落,未來NAND Flash價格穩健向上的格局將更加確定。DRAM方面,合約價低點已現,現貨價未來亦可望持穩發展。陳立白更進一步指出,在今年上游供應商資本支出相對保守之下,勢必影響明年市場供給。隨著5G、AI、車用、物聯網等新型態需求興起,自2020年下半年起,記憶體新增供應不足、產能排擠效益將更為明顯,產業景氣伺機向上態勢已大致底定。</div> <div> </div> <div> </div> <div> <table cellspacing="0" cellpadding="0" align="left" border="0" style="width: 467.8pt; border-collapse: collapse; margin-left: 6.75pt; margin-right: 6.75pt"> <tbody> <tr style="height: 17.1pt"> <td width="624" colspan="6" nowrap="nowrap" style="height: 17.1pt; width: 467.8pt; padding-bottom: 0cm; padding-top: 0cm; padding-left: 1.4pt; padding-right: 1.4pt"> <div style="margin-top: 0.65pt; text-align: justify; text-justify: inter-ideograph"><b> </b><b>威剛</b><b>11</b><b>月合併營收成長率</b><b> </b><b><span style="font-size: 10pt; times: ">單位:新台幣億元</span></b></div> </td> </tr> <tr style="height: 17.85pt"> <td valign="top" width="49" style="border-top: black 2.25pt double; height: 17.85pt; border-right: black 2.25pt double; width: 37pt; background: rgb(204,255,255); border-bottom: black 2.25pt double; padding-bottom: 0cm; padding-top: 0cm; padding-left: 1.4pt; border-left: black 2.25pt double; padding-right: 1.4pt"> <div style="text-align: center" align="center"><b> </b></div> </td> <td valign="top" width="302" colspan="3" style="border-top: black 2.25pt double; height: 17.85pt; border-right: black 2.25pt double; width: 226.75pt; background: rgb(204,255,255); border-bottom: black 2.25pt double; padding-bottom: 0cm; padding-top: 0cm; padding-left: 1.4pt; border-left: medium none; padding-right: 1.4pt"> <div style="text-align: center" align="center"><b><span style="font-size: 10pt">2019</span></b><b><span style="font-size: 10pt; times: ">年</span></b></div> </td> <td valign="top" width="272" colspan="2" style="border-top: black 2.25pt double; height: 17.85pt; border-right: black 2.25pt double; width: 204.05pt; background: rgb(204,255,255); border-bottom: black 2.25pt double; padding-bottom: 0cm; padding-top: 0cm; padding-left: 1.4pt; border-left: medium none; padding-right: 1.4pt"> <div style="text-align: center" align="center"><b><span style="font-size: 10pt">2018</span></b><b><span style="font-size: 10pt; times: ">年</span></b></div> </td> </tr> <tr style="height: 17.85pt"> <td valign="top" width="49" style="border-top: medium none; height: 17.85pt; border-right: black 2.25pt double; width: 37pt; background: white; border-bottom: black 2.25pt double; padding-bottom: 0cm; padding-top: 0cm; padding-left: 1.4pt; border-left: black 2.25pt double; padding-right: 1.4pt"> <div style="text-align: center" align="center"><b><span style="font-size: 10pt; times: ">項目</span></b></div> </td> <td valign="top" width="89" style="border-top: medium none; height: 17.85pt; border-right: black 2.25pt double; width: 66.45pt; background: white; border-bottom: black 2.25pt double; padding-bottom: 0cm; padding-top: 0cm; padding-left: 1.4pt; border-left: medium none; padding-right: 1.4pt"> <div style="text-align: center" align="center"><b><span style="font-size: 10pt">11</span></b><b><span style="font-size: 10pt; times: ">月</span></b></div> </td> <td valign="top" width="97" style="border-top: medium none; height: 17.85pt; border-right: black 2.25pt double; width: 72.85pt; background: white; border-bottom: black 2.25pt double; padding-bottom: 0cm; padding-top: 0cm; padding-left: 1.4pt; border-left: medium none; padding-right: 1.4pt"> <div style="text-align: center" align="center"><b><span style="font-size: 10pt">10</span></b><b><span style="font-size: 10pt; times: ">月</span></b></div> </td> <td valign="top" width="117" style="border-top: medium none; height: 17.85pt; border-right: black 2.25pt double; width: 87.45pt; background: white; border-bottom: black 2.25pt double; padding-bottom: 0cm; padding-top: 0cm; padding-left: 1.4pt; border-left: medium none; padding-right: 1.4pt"> <div style="text-align: center" align="center"><b><span style="font-size: 10pt; times: ">增</span></b><b><span style="font-size: 10pt">(</span></b><b><span style="font-size: 10pt; times: ">減</span></b><b><span style="font-size: 10pt">) %</span></b></div> </td> <td valign="top" width="119" style="border-top: medium none; height: 17.85pt; border-right: black 2.25pt double; width: 89.3pt; background: white; border-bottom: black 2.25pt double; padding-bottom: 0cm; padding-top: 0cm; padding-left: 1.4pt; border-left: medium none; padding-right: 1.4pt"> <div style="text-align: center" align="center"><b><span style="font-size: 10pt">11</span></b><b><span style="font-size: 10pt; times: ">月</span></b></div> </td> <td valign="top" width="153" style="border-top: medium none; height: 17.85pt; border-right: black 2.25pt double; width: 114.75pt; background: white; border-bottom: black 2.25pt double; padding-bottom: 0cm; padding-top: 0cm; padding-left: 1.4pt; border-left: medium none; padding-right: 1.4pt"> <div style="text-align: center" align="center"><b><span style="font-size: 10pt; times: ">增</span></b><b><span style="font-size: 10pt">(</span></b><b><span style="font-size: 10pt; times: ">減</span></b><b><span style="font-size: 10pt">) %</span></b></div> </td> </tr> <tr style="height: 17.85pt"> <td valign="top" width="49" style="border-top: medium none; height: 17.85pt; border-right: black 2.25pt double; width: 37pt; background: white; border-bottom: black 2.25pt double; padding-bottom: 0cm; padding-top: 0cm; padding-left: 1.4pt; border-left: black 2.25pt double; padding-right: 1.4pt"> <div style="text-align: center" align="center"><b><span style="font-size: 10pt; times: ">營收</span></b></div> </td> <td valign="top" width="89" style="border-top: medium none; height: 17.85pt; border-right: black 2.25pt double; width: 66.45pt; background: white; border-bottom: black 2.25pt double; padding-bottom: 0cm; padding-top: 0cm; padding-left: 1.4pt; border-left: medium none; padding-right: 1.4pt"> <div style="text-align: center" align="center"><b><span style="font-size: 10pt">25.1</span></b></div> </td> <td valign="top" width="97" style="border-top: medium none; height: 17.85pt; border-right: black 2.25pt double; width: 72.85pt; background: white; border-bottom: black 2.25pt double; padding-bottom: 0cm; padding-top: 0cm; padding-left: 1.4pt; border-left: medium none; padding-right: 1.4pt"> <div style="text-align: center" align="center"><b><span style="font-size: 10pt">21.19</span></b></div> </td> <td valign="top" width="117" style="border-top: medium none; height: 17.85pt; border-right: black 2.25pt double; width: 87.45pt; background: white; border-bottom: black 2.25pt double; padding-bottom: 0cm; padding-top: 0cm; padding-left: 1.4pt; border-left: medium none; padding-right: 1.4pt"> <div style="text-align: center" align="center"><b><span style="font-size: 10pt">18.46</span></b></div> </td> <td valign="top" width="119" style="border-top: medium none; height: 17.85pt; border-right: black 2.25pt double; width: 89.3pt; background: white; border-bottom: black 2.25pt double; padding-bottom: 0cm; padding-top: 0cm; padding-left: 1.4pt; border-left: medium none; padding-right: 1.4pt"> <div style="text-align: center" align="center"><b><span style="font-size: 10pt">23.29</span></b></div> </td> <td valign="top" width="153" style="border-top: medium none; height: 17.85pt; border-right: black 2.25pt double; width: 114.75pt; background: white; border-bottom: black 2.25pt double; padding-bottom: 0cm; padding-top: 0cm; padding-left: 1.4pt; border-left: medium none; padding-right: 1.4pt"> <div style="text-align: center" align="center"><b><span style="font-size: 10pt">7.77</span></b></div> </td> </tr> </tbody> </table> <div style="margin-top: 0.65pt; text-align: justify; text-justify: inter-ideograph"> </div> </div> <div> </div> <div> </div> <div> </div> <div> </div> <div> </div> <div> </div> <div> </div>