EPISODE · Jan 19, 2026 · 13 MIN
🐑ep.167｜從分析服務到設備平台,汎銓(6830)卡位先進製程與 AI 光電的關鍵節點!汎銓114年Q3法說重點摘要
from Grace懶洋洋 · host Grace懶洋洋
從分析服務到設備平台,汎銓(6830)卡位先進製程與 AI 光電的關鍵節點!汎銓114年Q3法說重點摘要 🐑本集重點： 確立四大成長動能：埃米世代、矽光子、AI 專區與全球佈局 矽光子業務轉型：從純檢測服務跨足自研「設備銷售」 海外佈局策略：鎖定先進研發源頭 (Path Finding) 商機 財務體質轉折：資本支出高峰已過，2025 年迎接獲利起跑點 🐑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.167｜從分析服務到設備平台,汎銓(6830)卡位先進製程與 AI 光電的關鍵節點!汎銓114年Q3法說重點摘要
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