EPISODE · Nov 26, 2025 · 22 MIN
🐑ep.129｜致茂(2360)AI推動核心業務創高,業外暴賺背後的獨家佈局與產能擴張!致茂114年Q3法說重點摘要
from Grace懶洋洋 · host Grace懶洋洋
致茂(2360)AI推動核心業務創高,業外暴賺背後的獨家佈局與產能擴張!致茂114年Q3法說重點摘要 🐑本集重點： 本期淨利因處分資產暴增，核心業務保持高雙位數成長動能 量測及自動化設備營收強勁，主要受惠於AI伺服器電源架構升級 半導體測試市場份額擴大，取得AMD獨家供應地位及Rubin架構訂單 公司著手進行產能擴充（二期廠房），迎接2026年新AI電源基礎建設需求 🐑本節目純屬個人針對公司法說會簡報所作之重點整理筆記，所提之個股資訊僅供參考，不具投資建議，投資人應審慎評估風險，且自負盈虧。 -- Hosting provided by SoundOn
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🐑ep.129｜致茂(2360)AI推動核心業務創高,業外暴賺背後的獨家佈局與產能擴張!致茂114年Q3法說重點摘要
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