{"id":662487,"date":"2026-09-10T03:53:19","date_gmt":"2026-09-10T10:53:19","guid":{"rendered":"https:\/\/nai500.com\/?p=662487"},"modified":"2026-09-10T03:53:19","modified_gmt":"2026-09-10T10:53:19","slug":"chipmos-ai","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2026\/09\/chipmos-ai\/","title":{"rendered":"ChipMOS \u516b\u6708\u71df\u6536\u986f\u793a AI \u8a18\u61b6\u9ad4\u9700\u6c42\u4ecd\u6301\u7e8c\u706b\u71b1"},"content":{"rendered":"

ChipMOS Technologies \u65bc 9 \u6708 10 \u65e5\u70ba\u6295\u8cc7\u4eba\u63d0\u4f9b\u4e86\u534a\u5c0e\u9ad4\u9031\u671f\u7684\u53c8\u4e00\u6b21\u6e05\u6670\u89e3\u8b80\uff0c\u516c\u5e03 2026 \u5e74 8 \u6708\u71df\u6536\u70ba\u65b0\u53f0\u5e63 27.857 \u5104\u5143\uff0c\u5373 8,800 \u842c\u7f8e\u5143\u3002\u9019\u5bb6\u53f0\u7063\u59d4\u5916\u5c01\u88dd\u6e2c\u8a66\u5c08\u696d\u5ee0\u8868\u793a\uff0c\u92b7\u552e\u984d\u8f03 2025 \u5e74 8 \u6708\u6210\u9577 33.3%\uff0c\u5118\u7ba1\u71df\u6536\u8f03 7 \u6708\u4e0b\u6ed1 1.3%\u3002\u8a0a\u606f\u5f88\u7c21\u55ae\uff1a\u9700\u6c42\u4f9d\u7136\u5f37\u52c1\uff0c\u4f46\u6708\u5ea6\u904b\u884c\u7387\u4e26\u975e\u76f4\u7dda\u524d\u9032\u3002\u5c0d\u5168\u7403\u6295\u8cc7\u4eba\u800c\u8a00\uff0c\u9019\u5f88\u91cd\u8981\uff0c\u56e0\u70ba\u9019\u662f\u5224\u65b7 AI \u76f8\u95dc\u8a18\u61b6\u9ad4\u4ea4\u6613\u5982\u4f55\u6ef2\u900f\u5230\u5be6\u969b\u88fd\u9020\u6d3b\u52d5\u7684\u8f03\u5be6\u7528\u6307\u6a19\u4e4b\u4e00\u3002<\/p>\n

\u6708\u5ea6\u71df\u6536\uff0c\u800c\u975e\u5e02\u5834\u6232\u5287<\/h3>\n

ChipMOS \u5728\u53f0\u7063\u8b49\u5238\u4ea4\u6613\u6240\u4ee5 8150 \u4ee3\u865f\u4ea4\u6613\uff0c\u4e26\u4ee5 IMOS \u5728 Nasdaq \u4ea4\u6613\uff0c\u4f46\u672c\u6b21\u767c\u5e03\u4e26\u672a\u9644\u6709\u53ef\u5f15\u7528\u7684\u80a1\u50f9\u53cd\u61c9\u3002\u9019\u7a2e\u7f3a\u5e2d\u672c\u8eab\u5c31\u6709\u7528\u3002\u5e02\u5834\u4e0d\u9700\u8981\u4e00\u500b\u65b0\u7684\u91cd\u65b0\u8a55\u50f9\u6545\u4e8b\u4f86\u7406\u89e3\u9019\u4efd\u6578\u64da\u3002\u76f8\u53cd\uff0c\u516c\u53f8\u81ea\u8eab\u7684\u6578\u5b57\u986f\u793a\uff0c\u9019\u662f\u4e00\u9805\u53d7\u76ca\u65bc\u66f4\u5f37\u8a18\u61b6\u9ad4\u80cc\u666f\u3001\u540c\u6642\u4e5f\u5728\u61c9\u5c0d\u6b63\u5e38\u6708\u5ea6\u6ce2\u52d5\u7684\u696d\u52d9\u3002\u7c21\u55ae\u4f86\u8aaa\uff0c8 \u6708\u6bd4\u4e00\u5e74\u524d\u66f4\u597d\uff0c\u8f03 7 \u6708\u7565\u70ba\u75b2\u8edf\uff0c\u4e14\u8207\u4e00\u500b\u4ecd\u5728\u64f4\u5f35\u3001\u4f46\u770b\u8d77\u4f86\u5df2\u4e0d\u518d\u662f\u7a81\u7136\u7a81\u7834\u7684\u7522\u696d\u76f8\u7b26\u3002<\/p>\n

\u516c\u53f8\u8868\u793a\uff0c8 \u6708\u6578\u64da\u53cd\u6620\u300c\u7531\u6301\u7e8c\u7684 AI \u76f8\u95dc\u4f9b\u9700\u5931\u8861\u6240\u5e36\u52d5\u7684\u5f37\u52c1\u8a18\u61b6\u9ad4\u9700\u6c42\u300d\u3002\u9019\u662f\u7ba1\u7406\u5c64\u7684\u8868\u8ff0\uff0c\u4e26\u975e\u66f4\u5ee3\u6cdb\u5e02\u5834\u77ed\u7f3a\u7684\u7368\u7acb\u8b49\u660e\uff0c\u4f46\u5b83\u7b26\u5408\u4eca\u5e74\u534a\u5c0e\u9ad4\u4f9b\u61c9\u93c8\u591a\u500b\u74b0\u7bc0\u7684\u8868\u73fe\u65b9\u5f0f\u3002\u5c01\u88dd\u8207\u6e2c\u8a66\u5de5\u4f5c\u5f80\u5f80\u4f4d\u65bc\u6676\u7247\u88fd\u9020\u5546\u548c\u8a18\u61b6\u9ad4\u5ba2\u6236\u7684\u4e0b\u6e38\uff0c\u56e0\u6b64\u7576\u9700\u6c42\u6536\u7dca\u6642\uff0cOSAT \u5ee0\u5546\u901a\u5e38\u6703\u5728\u524d\u7aef\u8a2d\u8a08\u8207\u6676\u5713\u968e\u6bb5\u4e4b\u5f8c\u611f\u53d7\u5230\u5f71\u97ff\u3002ChipMOS \u6b63\u5728\u544a\u8a34\u6295\u8cc7\u4eba\uff0c\u58d3\u529b\u4ecd\u7136\u5b58\u5728\uff0c\u5ba2\u6236\u8a02\u55ae\u4f9d\u7136\u6d3b\u8e8d\u3002<\/p>\n

8 \u6708\u6578\u5b57\u5be6\u969b\u4e0a\u8aaa\u660e\u4e86\u4ec0\u9ebc<\/h3>\n

\u6574\u9ad4\u71df\u6536\u6210\u9577\u7a69\u5065\u30022026 \u5e74 8 \u6708\u7684\u65b0\u53f0\u5e63 27.857 \u5104\u5143\uff0c\u76f8\u8f03 2025 \u5e74 8 \u6708\u7684\u65b0\u53f0\u5e63 20.903 \u5104\u5143\uff0c\u6210\u9577 33.3%\u3002\u4ee5\u7f8e\u5143\u8a08\u7b97\uff0c\u516c\u53f8\u516c\u5e03 8,800 \u842c\u7f8e\u5143\uff0c\u9ad8\u65bc\u4e00\u5e74\u524d\u7684 6,600 \u842c\u7f8e\u5143\uff0c\u63a1\u7528\u622a\u81f3 2026 \u5e74 8 \u6708 31 \u65e5\u7684\u65b0\u53f0\u5e63 31.67 \u5143\u514c 1.00 \u7f8e\u5143\u532f\u7387\u3002\u6708\u589e\u8b8a\u5316\u7565\u70ba\u8ca0\u503c\uff0c\u4f4e\u65bc 2026 \u5e74 7 \u6708\u7684\u65b0\u53f0\u5e63 28.230 \u5104\u5143\uff0c\u4ee5\u53ca\u540c\u4e00\u7f8e\u5143\u57fa\u6e96\u4e0b\u7684 8,910 \u842c\u7f8e\u5143\u3002\u5c0d\u65bc\u8a66\u5716\u5224\u65b7\u52d5\u80fd\u662f\u5728\u52a0\u901f\u9084\u662f\u50c5\u7dad\u6301\u9ad8\u6a94\u7684\u6295\u8cc7\u4eba\u800c\u8a00\uff0c\u9019\u7a2e\u6a21\u5f0f\u901a\u5e38\u6bd4\u6574\u9ad4\u6210\u9577\u7387\u66f4\u91cd\u8981\u3002<\/p>\n

\u6c92\u6709\u5fc5\u8981\u904e\u5ea6\u89e3\u8b80\u5c0f\u5e45\u6708\u5ea6\u4e0b\u6ed1\u3002\u71df\u6536\u53ef\u80fd\u56e0\u5ba2\u6236\u6642\u7a0b\u3001\u51fa\u8ca8\u5b89\u6392\u3001\u7522\u54c1\u7d44\u5408\u548c\u532f\u7387\u800c\u6ce2\u52d5\u3002\u66f4\u5927\u7684\u8a0a\u865f\u662f\uff0c8 \u6708\u4ecd\u9060\u9ad8\u65bc\u53bb\u5e74\u6c34\u6e96\u3002\u5c0d\u65bc\u670d\u52d9\u9818\u5148\u7121\u6676\u5713\u5ee0\u534a\u5c0e\u9ad4\u516c\u53f8\u3001\u6574\u5408\u5143\u4ef6\u88fd\u9020\u5546\u548c\u7368\u7acb\u6676\u5713\u4ee3\u5de5\u5ee0\u7684\u516c\u53f8\u800c\u8a00\uff0c\u9019\u7a2e\u5e74\u589e\u5e45\u5ea6\u986f\u793a\u7d42\u7aef\u5e02\u5834\u74b0\u5883\u4e26\u672a\u964d\u6eab\u3002\u5b83\u4e5f\u652f\u6301\u9019\u6a23\u7684\u60f3\u6cd5\uff1a\u8a18\u61b6\u9ad4\u76f8\u95dc\u5de5\u4f5c\u4ecd\u5728\u767c\u63ee\u6bd4\u8a31\u591a\u4e00\u822c\u89c0\u5bdf\u8005\u5c0d\u4e00\u5bb6\u6210\u719f\u5c01\u88dd\u6e2c\u8a66\u516c\u53f8\u6240\u9810\u671f\u7684\u66f4\u5927\u652f\u6490\u4f5c\u7528\u3002<\/p>\n

\u8a18\u61b6\u9ad4\u70ba\u4f55\u4ecd\u7136\u91cd\u8981<\/h3>\n

ChipMOS \u8868\u793a\uff0c\u5b83\u7e7c\u7e8c\u53d7\u76ca\u65bc\u5f37\u52c1\u7684\u8a18\u61b6\u9ad4\u9700\u6c42\u3002\u9019\u5f88\u91cd\u8981\uff0c\u56e0\u70ba\u8a18\u61b6\u9ad4\u5f80\u5f80\u662f\u534a\u5c0e\u9ad4\u4e2d\u6700\u5177\u9031\u671f\u6027\u7684\u90e8\u5206\u4e4b\u4e00\uff0c\u4f46\u672c\u8f2a\u9031\u671f\u4f3c\u4e4e\u5177\u6709\u4f86\u81ea AI \u7684\u7d50\u69cb\u6027\u5c64\u9762\uff0c\u800c\u4e0d\u53ea\u662f\u5178\u578b\u7684\u6d88\u8cbb\u96fb\u5b50\u5fa9\u7526\u3002\u516c\u53f8\u7684\u63aa\u8fad\u5c07\u9700\u6c42\u8207\u300c\u6301\u7e8c\u7684 AI \u76f8\u95dc\u4f9b\u9700\u5931\u8861\u300d\u9023\u7d50\u8d77\u4f86\uff0c\u9019\u8868\u660e\u5ba2\u6236\u4ecd\u5728\u8ffd\u9010\u7522\u80fd\uff0c\u800c\u975e\u6d88\u5316\u904e\u5269\u5eab\u5b58\u3002\u5c0d\u6295\u8cc7\u4eba\u800c\u8a00\uff0c\u5fae\u5999\u4e4b\u8655\u5728\u65bc\uff0c\u9019\u4e0d\u50c5\u50c5\u662f\u95dc\u65bc\u4e00\u500b\u6708\u8a02\u55ae\u6539\u5584\u7684\u6545\u4e8b\u3002\u9019\u95dc\u4e4e AI \u5efa\u8a2d\u662f\u5426\u6b63\u5728\u64f4\u5c55\u5230\u76f8\u9130\u7684\u88fd\u9020\u74b0\u7bc0\uff0c\u800c\u9019\u4e9b\u74b0\u7bc0\u901a\u5e38\u4e0d\u6703\u50cf GPU \u8a2d\u8a08\u5546\u90a3\u6a23\u53d7\u5230\u540c\u6a23\u7684\u95dc\u6ce8\u3002<\/p>\n

\u8a72\u767c\u5e03\u9084\u8868\u793a\uff0cChipMOS\u300c\u6b63\u8207\u5ba2\u6236\u5bc6\u5207\u5408\u4f5c\uff0c\u4ee5\u652f\u6301\u5176\u8fd1\u671f\u548c\u9577\u671f\u9700\u6c42\u300d\uff0c\u540c\u6642\u4fdd\u6301\u300c\u5728\u5ee0\u5340\u64f4\u5f35\u6295\u8cc7\u4e0a\u7684\u7d00\u5f8b\u300d\uff0c\u4e26\u4f7f\u65b0\u7522\u80fd\u8207\u5df2\u627f\u8afe\u7684\u5ba2\u6236\u9700\u6c42\u4fdd\u6301\u4e00\u81f4\u3002\u9019\u7a2e\u63aa\u8fad\u5f88\u8b39\u614e\uff0c\u800c\u4e14\u6709\u5145\u5206\u7406\u7531\u3002\u534a\u5c0e\u9ad4\u670d\u52d9\u4f9b\u61c9\u5546\u5982\u679c\u904e\u65e9\u64f4\u5f35\uff0c\u53ef\u80fd\u8fc5\u901f\u71d2\u6389\u8cc7\u672c\u3002ChipMOS \u50b3\u9054\u7684\u662f\u76f8\u53cd\u7684\u8a0a\u865f\uff1a\u7522\u80fd\u589e\u52a0\u6b63\u8207\u53ef\u898b\u9700\u6c42\u76f8\u5339\u914d\u3002\u5728\u4e00\u500b\u4ecd\u5c0d\u904e\u5ea6\u5efa\u8a2d\u98a8\u96aa\u654f\u611f\u7684\u5e02\u5834\u4e2d\uff0c\u9019\u662f\u6295\u8cc7\u4eba\u61c9\u95dc\u6ce8\u7684\u8f03\u4fdd\u5b88\u8a0a\u606f\u3002<\/p>\n

\u53f0\u7063\u80cc\u666f\uff0c\u4e0d\u53ea\u662f\u516c\u53f8\u80cc\u666f<\/h3>\n

\u7531\u65bc ChipMOS \u7e3d\u90e8\u4f4d\u65bc\u65b0\u7af9\uff0c\u5176\u6708\u5ea6\u71df\u6536\u5831\u544a\u4e5f\u5951\u5408\u66f4\u5ee3\u6cdb\u7684\u53f0\u7063\u534a\u5c0e\u9ad4\u6558\u4e8b\u3002\u53f0\u7063\u4ecd\u662f\u5148\u9032\u6676\u7247\u88fd\u9020\u3001\u5c01\u88dd\u548c\u6e2c\u8a66\u7684\u95dc\u9375\u71df\u904b\u4e2d\u5fc3\u4e4b\u4e00\uff0c\u672c\u5730\u516c\u53f8\u5f80\u5f80\u6bd4\u5168\u7403\u982d\u689d\u6578\u64da\u66f4\u5feb\u63d0\u4f9b\u9031\u671f\u8d70\u5411\u7684\u7dda\u7d22\u3002ChipMOS \u5728\u65b0\u7af9\u79d1\u5b78\u5712\u5340\u3001\u65b0\u7af9\u5de5\u696d\u5340\u548c\u5357\u90e8\u79d1\u5b78\u5712\u5340\u8a2d\u6709\u8a2d\u65bd\uff0c\u9019\u4f7f\u5176\u63a5\u8fd1\u652f\u6301\u8a18\u61b6\u9ad4\u548c\u908f\u8f2f\u5ba2\u6236\u7684\u7522\u696d\u751f\u614b\u7cfb\u7d71\u3002\u516c\u53f8\u7684\u5e03\u5c40\u5f88\u91cd\u8981\uff0c\u56e0\u70ba\u53f0\u7063\u7684\u7522\u80fd\u6c7a\u7b56\u901a\u5e38\u8207\u5be6\u969b\u5ba2\u6236\u627f\u8afe\u639b\u9264\uff0c\u800c\u975e\u5ee3\u6cdb\u7684\u5b8f\u89c0\u6a02\u89c0\u60c5\u7dd2\u3002<\/p>\n

\u8a72\u767c\u5e03\u65bc 2026 \u5e74 9 \u6708 10 \u65e5\u4ee5 Form 6-K \u5411 SEC \u63d0\u4ea4\uff0c\u56e0\u6b64\u9019\u4e9b\u6578\u5b57\u4e0d\u50c5\u662f\u672c\u5730\u62ab\u9732\u9805\u76ee\u3002\u5b83\u5011\u662f\u5168\u7403\u6295\u8cc7\u4eba\u7528\u4f86\u4ea4\u53c9\u9a57\u8b49\u534a\u5c0e\u9ad4\u4f9b\u61c9\u93c8\u9700\u6c42\u7684\u4fe1\u606f\u6d41\u7684\u4e00\u90e8\u5206\u3002\u7576\u516c\u53f8\u6307\u51fa AI \u76f8\u95dc\u9700\u6c42\u5931\u8861\u6642\uff0c\u9019\u4e00\u9ede\u5c24\u5176\u76f8\u95dc\u3002\u5728\u82f1\u8a9e\u5831\u5c0e\u4e2d\uff0c\u8a98\u60d1\u5f80\u5f80\u662f\u628a AI \u7576\u4f5c\u901a\u7528\u7684\u6210\u9577\u6d41\u884c\u8a9e\u3002\u4f46\u5728\u50cf\u9019\u6a23\u7684\u6708\u5ea6\u6578\u64da\u4e2d\uff0c\u66f4\u6709\u7528\u7684\u89e3\u8b80\u662f\u71df\u904b\u5c64\u9762\u7684\uff1a\u4e00\u5bb6\u670d\u52d9\u4f9b\u61c9\u5546\u770b\u5230\u8db3\u5920\u7684\u8a18\u61b6\u9ad4\u5de5\u4f5c\uff0c\u4f7f\u71df\u6536\u5927\u5e45\u9ad8\u65bc\u53bb\u5e74\u7684\u57fa\u6578\u3002<\/p>\n

\u5982\u4f55\u89e3\u8b80\u71df\u6536\u8da8\u52e2<\/h3>\n

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