EPISODE · May 5, 2026 · 19 MIN
🐑ep.230｜單季EPS年增81%！致茂(2360)淡季照樣賺,AI測試需求強到爆!致茂115年Q1法說重點摘要
from Grace懶洋洋 · host Grace懶洋洋
單季EPS年增81%！致茂(2360)淡季照樣賺,AI測試需求強到爆!致茂115年Q1法說重點摘要 🐑本集重點： 2026年第一季營收與獲利創下歷史佳績 AI伺服器電源帶動量測與自動化檢測設備（ATS）翻倍成長 半導體系統級測試設備（SLT）需求暢旺，可望上修財測 矽光子與CPO測試準備就緒，下半年將帶來實質貢獻 二期廠房全數保留以確保未來3至5年產能 🐑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.230｜單季EPS年增81%！致茂(2360)淡季照樣賺,AI測試需求強到爆!致茂115年Q1法說重點摘要
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