🐑ep.211｜營收年增35%、SCAP暴增422%！愛普(6531)下一波AI記憶體機會在哪？!愛普114年Q4法說重點摘要

from Grace懶洋洋 · host Grace懶洋洋

營收年增35%、SCAP暴增422%！愛普(6531)下一波AI記憶體機會在哪？!愛普114年Q4法說重點摘要 🐑本集重點： 2025年第四季及全年營收大幅成長，毛利率表現亮眼 SCAP（矽電容）業務爆發，IPD預計2026年接棒量產 VHM（高頻寬記憶體）聚焦AI/HPC應用，預計2027-2028放量力積電出售P5廠對愛普整體營運影響有限 🐑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.211｜營收年增35%、SCAP暴增422%！愛普(6531)下一波AI記憶體機會在哪？!愛普114年Q4法說重點摘要

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