EPISODE · Jun 18, 2026 · 14 MIN
🐑ep.249｜從PCB廢水到鋰電池回收,衛司特(6894)如何卡位AI與新能源兩大兆元商機!衛司特115年Q1法說重點摘要
from Grace懶洋洋 · host Grace懶洋洋
從PCB廢水到鋰電池回收,衛司特(6894)如何卡位AI與新能源兩大兆元商機!衛司特115年Q1法說重點摘要 🐑本集重點： 專業磊晶代工定位與積極擴充產能 AI 資料中心帶動光電子業務爆發 微電子受惠 WiFi 規格升級且成功反映成本 前瞻應用技術佈局（低軌衛星與高容量硬碟） 妥善應對中國基板出口禁令風險 🐑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.249｜從PCB廢水到鋰電池回收,衛司特(6894)如何卡位AI與新能源兩大兆元商機!衛司特115年Q1法說重點摘要
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