EPISODE · Sep 10, 2026 · 35 MIN
563.【財經時事放大鏡】SEMCON 細看：材料、設備、對位平台與FOPLP
from 財報狗 - 掌握台股美股時事議題 · host 財報狗 - 台灣最大基本面投資平台
03:50 SEMICON 展後觀察：半導體設備廠、封測廠近況觀察。06:43 介紹鑽石、碳化矽與各類應用於散熱板的材料解決方案。15:56 FOPLP 解決方案與相關設備商介紹。18:51 統整近期可以關注的機會。26:16 如何看待台積電與 ASML 宣布將展開 High NA EUV 的合作。30:45 SEMICON 的其他題材：光通訊、半導體耗材。＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣Podcast 回饋表單：https://statementdog.cc/PMOa8Podcast 業務合作聯絡信箱：[email protected]
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563.【財經時事放大鏡】SEMCON 細看：材料、設備、對位平台與FOPLP
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