| 股票代號 | 企業名稱 | 2026 Q1（單季） | 營運槓桿 營益率/毛利率 | 主要訂單 (地區) | 最大漲幅 (2026 YTD) | 合約負債 (占營收·QoQ) | 存貨 (DIO天·YoY) | 備註 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 營收(億) | 毛利率 | 營益率 | 淨利率 | ||||||||
| DRAM 製造／IDM | |||||||||||
| 2408 | 南亞科 | 490.87 | 67.89% | 61.36% | 53.09% | 90% | 中國約20%/全球其他80% | 131% | — | 140天 ▼-35% | 台塑集團·DDR4 EOL供給收縮 |
| 2344 | 華邦電 | 382.53 | 53.37% | 32.81% | 26.44% | 61% | 外銷86.33%/內銷13.67% | 155% | — | 129天 ▬+7% | 台灣最大利基記憶體廠·NOR+利基DRAM |
| 2337 | 旺宏 | 104.69 | 40.8% | 18.46% | 16.96% | 45% | 外銷為主(美/港/星/歐) | 305% | 2.0% ▲+38% | 136天 ▼-29% | NOR Flash全球龍頭·3D NAND/車規/ROM |
| 6770 | 力積電 | 135.72 | 10.23% | -8.41% | 104.85% | — | 內銷50.74%/亞洲23.90%/美洲18.41% | 111% | 12.3% ▲+16% | 74天 ▬+3% | 晶圓代工含記憶體·營益/淨利含一次性業外(本業營業淨損) |
| 利基記憶體 IC 設計（Fabless） | |||||||||||
| 5351 | 鈺創 | 27.35 | 36.6% | 21.9% | 22.5% | 60% | 內銷37%/外銷亞洲52% | 92% | 4.3% ▲+148% | 157天 ▲+12% | 專精緩衝記憶體/DWB DRAM |
| 6531 | 愛普 | 21.0 | 46.19% | 28.01% | 32.2% | 61% | 中國78%/台灣12% | 201% | 45.2% ▬+1% | 96天 ▬+7% | VHM對標HBM/IoTRAM·成長中期 |
| 3006 | 晶豪科 | 72.67 | 47.52% | 31.03% | 28.4% | 65% | 外銷亞洲59.80%/內銷39.54% | 107% | 1.3% ▲+350% | 167天 ▼-16% | fabless利基DRAM+NOR/SRAM·經代理商 |
| 3141 | 晶宏 | 3.64 | 42.51% | 5.41% | 17.11% | 13% | 外銷91.87%(中國電表/車儀/韓/印) | 100% | 9.3% ▲+593% | 222天 ▼-20% | 顯示驅動IC(含記憶體型)+SRAM·淨利率高於營益率(業外) |
| NAND 主控 IC | |||||||||||
| 8299 | 群聯 | 409.67 | 61.82% | 36.73% | 37.04% | 59% | 亞洲78.78%/美洲19.10% | 99% | 2.2% ▲+110% | 420天 ▲+156% | KIOXIA合作·業外加分 |
| 6485 | 點序 | 3.38 | 57.17% | -0.13% | 0.01% | — | 外銷74%(中國48%) | 64% | 3.2% ▼-71% | 252天 ▲+12% | 損平邊緣·營費吃光毛利 |
| 記憶體模組（自有品牌／工控） | |||||||||||
| 3260 | 威剛 | 261.0 | 55.7% | 47.1% | 36.5% | 85% | 亞洲43.81%/美洲38.69% | 104% | — | 287天 ▲+161% | 全球模組第2·存貨評價風險 |
| 2451 | 創見 | 136.28 | 76.39% | 71.8% | 59.6% | 94% | 外銷約72%(行銷130+國) | 83% | — | 294天 ▲+99% | Transcend工業級嵌入式·淨現金零負債 |
| 4967 | 十銓 | 90.45 | 38.01% | 32.12% | 25.36% | 85% | 美洲69.52%/亞洲15.60% | 69% | 1.9% ▲+733% | 220天 ▲+219% | TEAMGROUP/T-FORCE電競·OCF背離 |
| 8271 | 宇瞻 | 70.42 | 49.27% | 32.85% | 26.45% | 67% | 外銷69%(亞洲43.73%/歐15.62%) | 154% | 1.2% ▼-59% | 214天 ▲+513% | Apacer工控利基·存貨年增約6倍 |
| 5289 | 宜鼎 | 131.83 | 59.1% | 51.96% | 41.47% | 88% | 外銷73.80%(美元計價) | 236% | 1.3% ▲+290% | 141天 ▲+431% | Innodisk工業級SSD龍頭·成長中期 |
| 4973 | 廣穎 | 20.78 | 42.14% | 28.3% | 22.99% | 67% | 海外子公司約70%營收(歐美日) | 443% | — | 198天 ▲+75% | SP自有品牌·NAND 68% |
| 8088 | 品安 | 5.04 | 19.77% | 14.41% | 12.52% | 73% | 美洲38.44%/亞洲32.32% | 62% | — | 158天 ▲+518% | 模組+代工EMS·金士頓入股·微型 |
| 記憶體通路／代理 | |||||||||||
| 8112 | 至上 | 1101.65 | 3.85% | 3.1% | 1.91% | 81% | 通路布局港/中/星/印 | 52% | — | 35天 ▲+57% | 三星記憶體代理·通路薄毛利(GM 3.85%) |
| 3312 | 弘憶股 | 56.61 | 5.33% | 2.84% | 3.31% | 53% | 港陸93.21%/台灣2.98% | 131% | 1.6% ▲+33% | 29天 ▬+7% | 記憶體通路·通路薄毛利(GM約5%)·大中華集中 |
| 記憶體封測（OSAT） | |||||||||||
| 2329 | 華泰 | 48.6 | 12.79% | 5.61% | 4.83% | 44% | 外銷56.49%(美19.20%/亞25.49%) | 46% | 3.0% ▲+142% | 62天 ▲+62% | 頎邦集團·記憶體封測OSAT·楠梓廠 |
| 8110 | 華東 | 19.7 | 10.04% | 5.25% | 12.64% | 52% | 台灣70%/國外30% | 96% | — | 35天 ▲+68% | 華邦電42%銷貨·記憶體封測OSAT·淨利率受業外灌高 |