南亞科昨舉行法說會並公布財報;圖為南亞科總經理李培英。(資料照)
〔記者洪友芳/新竹報導〕DRAM廠南亞科(2408)昨公佈第2季財報,稅後虧損擴大達41.09億元,每股虧損1.32元,不僅連虧11季,還較首季虧損大增1.11倍,衝擊股價今慘跌,截至9點52分,股價暫報43.3元,下跌3.85元、跌幅8.17%,股價連4跌,成交量超過7萬張。
南亞科昨舉行法說會並公布財報,儘管市場對DDR4價格頻喊缺貨與漲價,南亞科第2季卻繳出大虧的成績,該公司指出,因DDR4直到季底才漲價,前面2個月價格偏低,加上台幣急升提列匯損約11.24億元,導致單季稅後每股虧損1.32元。南亞科第三季毛利率可望轉正,但由虧轉盈要等到第四季。
南亞科已順利量產10奈米級第二代製程(1B)的16Gb DDR5 5600與8Gb DDR4,16Gb DDR5 6400也進入送樣階段;TSV/DDP製程同步通過工程驗證,新世代的製程及產品開發如期進行。此外,該公司持續優化DDR4及LPDDR4的供應配置,全力滿足客戶多元需求。預期下半年出貨量、庫存及市況持續改善,有利營運績效提升。
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