EPISODE · Apr 17, 2026 · 6 MIN
2026PCB封神榜 複製了記憶體的飆漲力道！【談股論金 EP115】
from 談股論金 · host 先探投資週刊
AI 基礎建設進入白熱化軍備競賽，算力勝負不再只看 GPU ！本集深度解析承載精密晶片的「隱形骨幹」——印刷電路板 (PCB) 產業的技術變革 。從 M7 到次世代 M9 等級材料的全面升級，到 HVLP4 銅箔帶來的製程挑戰，帶您掌握 PCB 族群複製記憶體飆漲力道的投資密碼 ！ 【單集重點】 1. PCB 價值重估邏輯 2. CCL 三雄材料升級 3. HVLP 銅箔技術門檻 4. 高層板製程贏家 -- Hosting provided by SoundOn
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2026PCB封神榜 複製了記憶體的飆漲力道！【談股論金 EP115】
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