标题：伊藤忠商事宣布与台湾领先的 IT 服务供应商「精诚资讯」建立战略资本与业务联盟 来源： 伊藤忠商事公告 网址： https://www.itochu.co.jp/en/news/press/2026/260202.html 内文：ITOCHU Corporation (headquartered in Minato-ku, Tokyo; Keita Ishii, President & COO; hereinafter “ITOCHU”) announced today that it has entered into a strategic partnership with SYSTEX Corporation (headquartered in Taipei, Taiwan; Frank Lin, CEO; hereinafter “SYSTEX”), the leading IT service provider in Taiwan, and it has acquired a minority stake in the company.The goal of this partnership is to combine SYSTEX’s robust customer base with the overseas business foundation of the ITOCHU Group to strengthen the provision of global IT services to Taiwanese companies, particularly those in the semiconductor industry. In recent years, the global demand for semiconductors has surged, leading Taiwanese semiconductor companies, who possess the largest share of the semiconductor integrated circuit (IC) foundry market, to expand their production sites to Japan, North America, and Southeast Asian countries. Consequently, the IT investment needs connected to these production sites have also increased. Taiwan is home to a concentration of advanced semiconductor manufacturers and IT equipment design and manufacturing companies. It is a core hub in the IT equipment supply chain, and it plays a vital role supporting the global technology industry*1. SYSTEX provides comprehensive IT services to major Taiwanese enterprises, mainly in the finance and manufacturing industries and the public sector. These services range from the sale of IT equipment and proprietary solutions to system development and post-implementation maintenance and operations. With a particularly strong presence in the field of IT systems for semiconductor-related companies, SYSTEX is a recognized leading company in Taiwan’s IT industry distinguished by its expansive expertise in the industry and its industry-specific solutions. ITOCHU Techno-Solutions Corporation（abbreviated as “CTC”） has extensive expertise in IT equipment sales and system development and operation. Since ITOCHU Techno-Solutions Corporation went private in 2023, ITOCHU has positioned the expansion of the overseas business foundation for IT services as a key strategic focus. In addition to expanding the IT service businesses in North America,*2 ITOCHU is actively pursuing partnerships with global collaborators. Under this strategy, investments and strategic partnerships in Taiwan, an essential hub in the IT supply chain, are regarded as significant steps to further strengthen the ITOCHU Group’s global IT service business. Through this alliance, ITOCHU will leverage SYSTEX’s customer and technology base in Taiwan and the Group’s IT service business foundations in Japan, North America, and Southeast Asia to comprehensively support the global expansion of Taiwanese companies, especially those in the semiconductor sector, from an IT perspective. ITOCHU will continue to enhance its global IT service system and support the sustainable growth of its customers in the digital era. 伊藤忠商事株式会社（总部位於东京都港区；社长兼营运长：石井敬太；以下简称「伊藤 忠」）今日宣布，已与台湾领先的 IT 服务供应商精诚资讯（总部位於台北；执行长：林 隆奋；以下简称「精诚」）建立战略合作夥伴关系，并已取得该公司之少数股权。 此合作目标在於结合精诚稳健的客户基础与伊藤忠集团的海外业务基础，强化对台湾企业（尤其 是半导体产业）提供全球性 IT 服务的能力。合作背景与市场趋势近年来，全球对半 导体的需求大幅增长，拥有全球最大半导体晶圆代工市场份额的台湾半导体企业，正积极 将生产基地扩展至日本、北美及东南亚国家。因此，与这些生产基地相关的 IT 投资需求 也随之增加。台湾聚集了先进的半导体制造商以及 IT 设备设计与制造商，是 IT 设备供 应链的核心枢纽，在支持全球科技产业方面扮演着至关重要的角色（*1）。 精诚资讯（SYSTEX）的实力精诚资讯为台湾大型企业提供全面的 IT 服务，主要涵盖金融业、制造业及公共部门。服务范围从 IT 设备销售、自有解决方案，到系统开发及导入後的维护与 营运。精诚在半导体相关企业的 IT 系统领域拥有极强的影响力，以其深厚的产业专业知 识和特定产业解决方案，被誉为台湾 IT 产业的领导厂商。伊藤忠的战略布局伊藤忠 商事集团（CTC） 在 IT 设备销售以及系统开发营运方面拥有丰富经验。自 CTC 於 2023 年私有化以来，伊藤忠将「扩大海外 IT 服务业务基础」定位为关键战略重心。 除了扩展北美的 IT 服务业务外（*2），伊藤忠也积极寻求与全球夥伴合作。在此战略下， 投资台湾（供应链中不可或缺的枢纽）并建立战略夥伴关系，被视为进一步强化伊藤忠集 团全球 IT 服务业务的重要步骤。未来展望透过此次联盟，伊藤忠将利用精诚在台湾 的客户与技术基础，结合集团在日本、北美及东南亚的 IT 服务网络，从 IT 角度全面支 持台湾企业（尤其是半导体领域）的全球扩张。伊藤忠将持续提升其全球 IT 服务体系， 并支持客户在数位时代的永续增长。 -- 心得: 另外日经新闻1月30日报导，伊藤忠商事将进军半导体企业用系统研发市场， 已对台湾精诚资讯出资、将协助精诚客户拓展海外市场， 且双方考虑在日本设立合资公司， 目的在於藉由结合伊藤忠的海外业务网路和精诚的系统建构经验，抢攻半导体市场的成长需求。 报导指出，伊藤忠已在2025年底之前、取得了精诚约1%股权，进行资本业务合作。以精诚 2025年底市值约320亿元台币(约1,500亿日圆)换算、伊藤忠的出资额预估为十几亿日圆。 看了一下过去分点买入，的确2025年12月自精诚发布与伊藤忠签立MOU之後， 某一分点持续买入约三千多张股票且无卖出，推算为1%股权 是要喷了吗? --

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