EPISODE · Jun 12, 2025 · 7 MIN
AI新寵兒 PCB、CCL強勢崛起【談股論金 EP72】
from 談股論金 · host 先探投資週刊
逐步迎接ＡＩ應用出貨之下，ＰＣＢ與ＣＣＬ族群正站上產業成長的風口浪尖，可望展現強勁成長動能。未來，隨著GB300即將量產、ASIC伺服器加速出貨，加上高階材料技術門檻的抬升以及供不應求，均有望帶動整體產業價值鏈持續升級，並進一步強化台廠在全球ＡＩ硬體供應中的戰略地位。 -- Hosting provided by SoundOn
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AI新寵兒 PCB、CCL強勢崛起【談股論金 EP72】
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