公众号记得加星标⭐️，第一时间看推送不会错过。 全球最大的芯片封装和测试服务提供商日月光科技控股有限公司（ASE）近日表示，为满足人工智能 （AI）应用的需求以及非人工智能领域的更广泛复苏，公司今年的资本支出将增加至创纪录的70亿 美元。 报告称，这比去年的55亿美元增长了约27%。 该公司表示，由于需求超过供应，约三分之二的支出将用于尖端服务能力。 日月光科技控股有限公司首席财务官董建华（左）和首席运营官吴天（右） 日月光首席运营官吴田玉在台北的财报电话会议上表示："AI服务器周期仍在继续，主要由超大规模 数据中心和数据中心发展引领。物理层也十分活跃，敏捷应用领域便是其中之一。" "例如，我们看到更多关于机器人和无人机的设计视角，以及汽车和智能制造设备的设计视角，"他 说。 日月光半导体表示，这家总部位于高雄的公司预计，今年其先进封装（LEAP）服务收入将至少翻一 番，达到32亿美元，而去年为16亿美元。 LEAP 服务包括晶圆基板工艺技术，它是芯片基板晶圆 (CoWoS) 技术的一部分。 人 们 普 遍 预 期 日 月 光 将 从 台 积 电 获 得 外 包 晶 圆 基 板 封 装 订 单 ， 以 帮 助 ...

英特尔越南总经理谢建国对科技部代表团到访表示欢迎，并高度评价越南推动半导体产业的积极政策。 他表示，英特尔将深度参与越南半导体发展战略的实施，分享生态系统建设与高端人才培养经验，并助 力开发面向数字化转型的专用芯片。 此外，裴还建议英特尔参与集成电路设计开发工程师培训，提供强化课程、实习或奖学金，并与高校及 研究机构合作培养半导体高素质人才。 越南《越南经济时报》12月22日报道，越南科技部副部长裴黄芳近期访问胡志明市英特尔越南封装测试 厂时表示，建议英特尔扩大在越芯片封装测试领域的投资，并积极参与越南半导体战略实施。他还鼓励 英特尔扩大在越研发中心或与本地伙伴合作，投资实验室、仿真与测试设施，聚焦数字化转型所需专用 芯片的研发，并拓展在越南的制造与ATP(组装、测试、封装)业务。 ...

Core Viewpoint - Amkor Technology reported quarterly earnings of $0.51 per share, exceeding the Zacks Consensus Estimate of $0.42 per share, and showing an increase from $0.49 per share a year ago, indicating a positive earnings surprise of +21.43% [1][2] Financial Performance - The company achieved revenues of $1.99 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 3.02% and up from $1.86 billion year-over-year [2] - Over the last four quarters, Amkor Technology has exceeded consensus EPS estimates three times and has also topped consensus revenue estimates three times [2] Stock Performance - Amkor Technology shares have increased approximately 27.6% since the beginning of the year, outperforming the S&P 500's gain of 15.5% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.35 on revenues of $1.77 billion, while for the current fiscal year, the estimate is $1.10 on revenues of $6.53 billion [7] - The outlook for the Electronics - Semiconductors industry, where Amkor operates, is favorable, ranking in the top 28% of over 250 Zacks industries, suggesting potential for outperformance [8]

Core Insights - Amkor Technology (AMKR) reported quarterly earnings of $0.09 per share, matching the Zacks Consensus Estimate, but down from $0.24 per share a year ago [1] - The company posted revenues of $1.32 billion for the quarter ended March 2025, exceeding the Zacks Consensus Estimate by 3.63%, but down from $1.37 billion year-over-year [2] - Amkor Technology shares have declined approximately 31.7% year-to-date, compared to a 6.1% decline in the S&P 500 [3] Earnings Performance - Over the last four quarters, Amkor has surpassed consensus EPS estimates two times and topped consensus revenue estimates three times [2] - The current consensus EPS estimate for the upcoming quarter is $0.14 on revenues of $1.33 billion, and for the current fiscal year, it is $1.43 on revenues of $6.17 billion [7] Market Outlook - The estimate revisions trend for Amkor Technology is currently unfavorable, resulting in a Zacks Rank 4 (Sell), indicating expected underperformance in the near future [6] - The Electronics - Semiconductors industry, to which Amkor belongs, is ranked in the top 21% of over 250 Zacks industries, suggesting a favorable industry outlook [8]