机构调研热度居高不下 科技企业力证AI需求持续旺盛
机构调研热度居高不下 科技企业力证AI需求持续旺盛旺宏前十月营收622.44亿新台币，10月同比增长217.19%
旺宏电子（2337）披露的最新月营收为84.13亿新台币，对应2026年10月。去年同期为26.52亿新台币，一年间增加57.61亿新台币。与上月相比，收入从83.67亿新台币变为84.13亿新台币，增幅为0.55%。
把观察期扩至1至10月，公司累计收入为622.44亿新台币，去年前十个月为238.03亿新台币，累计同比增长161.49%。剔除10月后，今年前九个月合计538.31亿新台币，上年同期为211.51亿新台币。计入10月后，累计同比变动率较前九个月提高了6.99个百分点。公司说明，受市场需求增加影响。
8月该公司收入为81.45亿新台币，9月环比增长2.73%。10月占今年前十个月收入的13.52%，去年同月占当年前十个月的11.14%。截至11月8日，表中50家已披露且可作同比比较的半导体业企业，10月营收同比变动率的中位数为29.16%。
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