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DRAM價格往上走 華亞科威剛獲利噴發
Oct 1st 2013, 21:19

南韓SK海力士大陸無錫廠失火,將PC DRAM價格推上近三年新高,連帶使第4季合約價漲定,帶動台系大廠華亞科、擁有低價庫存的威剛和利基型記憶體廠晶豪科今年獲利暴衝。

法人預估,由於DRAM價格上漲,華亞科9月合併營收將超越8月的55.71億元,第3季獲利將逾70億元,與單季營收同創歷史新高;威剛全年獲利有機會超越33億元,每股純益逾14元,甚至上看15元;晶豪科也將攀上新高。

SK海力士大陸無錫廠上月4日發生火災意外,推升DRAM現貨漲幅近四成,連帶9月和10月合約價確定上揚,讓擁有低價庫存的記憶體模組廠和DRAM大廠大賺一票。

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