EPISODE · Feb 25, 2026 · 15 MIN
🐑ep.194｜ASP大漲＋供給吃緊,南亞科技迎來DRAM產業反轉關鍵年!南亞科(2408)114年Q4法說重點摘要
from Grace懶洋洋 · host Grace懶洋洋
ASP大漲＋供給吃緊,南亞科技迎來DRAM產業反轉關鍵年!南亞科(2408)114年Q4法說重點摘要 🐑本集重點： 2025 年營運轉虧為盈，第四季獲利強勁 DRAM 市場供不應求，價格持續看漲 先進製程推進順利，新廠預計 2027 年投產 擴大資本支出至 500 億，擬維持穩定配息 🐑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.194｜ASP大漲＋供給吃緊,南亞科技迎來DRAM產業反轉關鍵年!南亞科(2408)114年Q4法說重點摘要
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