存储风暴压顶 小众手机在劫难逃

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存储风暴压顶 小众手机在劫难逃

启碁前十月营收1341.49亿新台币，10月同比增长77.78%

启碁科技（6285）披露的最新月营收为168.58亿新台币，对应2026年10月。去年同期为94.83亿新台币，一年间增加73.76亿新台币。与上月相比，收入从160.79亿新台币变为168.58亿新台币，增幅为4.85%。

把观察期扩至1至10月，公司累计收入为1341.49亿新台币，去年前十个月为927.18亿新台币，累计同比增长44.69%。剔除10月后，今年前九个月合计1172.91亿新台币，上年同期为832.35亿新台币。计入10月后，累计同比变动率较前九个月提高了3.77个百分点。公司说明，客户需求增加。

8月该公司收入为157.04亿新台币，9月环比增长2.39%。10月占今年前十个月收入的12.57%，去年同月占当年前十个月的10.23%。截至11月8日，表中18家已披露且可作同比比较的通信网络业企业，10月营收同比变动率的中位数为24.73%。

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