EPISODE · Jan 25, 2026 · 15 MIN
🐑ep.171｜從中國走向菲律賓與墨西哥,中磊(5388)重塑全球製造版圖，為長期成長鋪路!中磊114年Q3法說重點摘要
from Grace懶洋洋 · host Grace懶洋洋
從中國走向菲律賓與墨西哥,中磊(5388)重塑全球製造版圖，為長期成長鋪路!中磊114年Q3法說重點摘要 🐑本集重點： 2025年營運修正，2026年重回成長軌道 技術迭代（WiFi 7、5G FWA）與邊緣AI（Edge AI）驅動營收 全球產能佈局：菲律賓為製造核心，墨西哥擴充支援北美 供應鏈挑戰：記憶體漲價缺貨與成本轉嫁協商 🐑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.171｜從中國走向菲律賓與墨西哥,中磊(5388)重塑全球製造版圖，為長期成長鋪路!中磊114年Q3法說重點摘要
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