EPISODE · Jan 6, 2026 · 16 MIN
🐑ep.158｜從 PCB 走向先進封裝,大量(3167)切入 CoWoS 供應鏈，半導體設備業務啟動倍數成長!大量114年Q3法說重點摘要
from Grace懶洋洋 · host Grace懶洋洋
從 PCB 走向先進封裝,大量(3167)切入 CoWoS 供應鏈，半導體設備業務啟動倍數成長!大量114年Q3法說重點摘要 🐑本集重點： 營運獲利顯著成長，訂單能見度已達 2025 年第二季 AI 伺服器帶動高階背鑽與量測設備需求，技術與產能雙重升級 半導體檢測設備成功切入 CoWoS 先進封裝製程，市佔率持續擴大 🐑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.158｜從 PCB 走向先進封裝,大量(3167)切入 CoWoS 供應鏈，半導體設備業務啟動倍數成長!大量114年Q3法說重點摘要
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