异动解读 | 奇景光电盘中大涨7.56%,受益于成为台积电先进封装计划关键供应商

异动解读
23 Jan

奇景光电(HIMX)今日盘中大涨7.56%,引起了市场广泛关注。

消息面上,奇景光电正成为台积电人工智能和硅光子学重要计划COUPE的"关键"供应商,为两代微透镜阵列的独家供应商。分析师郭明𫓹预计,在COUPE计划的助力下,奇景光电未来几年业绩将强劲扩张。预计2026-2028年,奇景光电收入将分别达到11.6亿、14.2亿和24亿美元左右,每股收益约为1美元、1.6美元和3.4美元。

台积电的COUPE计划已完全开发出第一代产品,量产验证也在进行中。第二代产品量产验证预计2026年上半年开始。业内预期,AMD可能成为首个采用COUPE的台积电客户,而英伟达的RubinGPU也可能使用COUPE技术。

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