EPISODE · Feb 8, 2026 · 14 MIN
🐑ep.181|卡位FOPLP.挺進Fab前段,由田(3455)邁向高階檢測設備供應商!由田114年Q3法說重點摘要
from Grace懶洋洋 · host Grace懶洋洋
卡位FOPLP.挺進Fab前段,由田(3455)邁向高階檢測設備供應商!由田114年Q3法說重點摘要 🐑本集重點: 半導體營收佔比達 50%,帶動 Q3 毛利率創 60% 高檔 全面擴大客群、產品線、製程涵蓋率、服務區域與技術領先差距 FOPLP 設備領先量產,預計 2026 年打入三家晶圓代工廠 (Fab) 受惠半導體成長與載板復甦,預期 2026 年營運優於 2025 年 🐑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.181|卡位FOPLP.挺進Fab前段,由田(3455)邁向高階檢測設備供應商!由田114年Q3法說重點摘要
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