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EP285. 從千金股到萬元股,背後產業變化和資本邏輯?第三家萬元股可能來自哪一領域? ft.科技專家吳金榮 episode artwork

EPISODE · May 14, 2026 · 37 MIN

EP285. 從千金股到萬元股,背後產業變化和資本邏輯?第三家萬元股可能來自哪一領域? ft.科技專家吳金榮

from 數位時代 Business Next · host 數位時代 Business Next

受全球AI需求強勢拉動,今年第一季台灣經濟成長率達13%的驚人水準,也產生二家股價破萬的企業:信驊和穎崴,分別來自伺服器專用控制器和晶片檢測領域。 科技專家吳金榮特別在本集節目中,介紹這兩家的成長過程。其中信驊團隊最早來自矽統,被收購後離開,因緣際會在球敘中找到伺服器題目,因而開始一段辛苦但打下紮實基礎的創業經歷,目前佔市場超過八成。 穎崴則沿襲台灣傳統產業的群聚精神,用類似夜市業者的集體競爭又合作的特殊方式,為國外客戶提供一條龍服務,熱心解決非自家產品的相關問題,贏得客戶信任而贏得生意。 吳金榮觀察,矽光子特別是CPO領域,可能是出第三家萬元股的地方。 Powered by Firstory Hosting

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EP285. 從千金股到萬元股,背後產業變化和資本邏輯?第三家萬元股可能來自哪一領域? ft.科技專家吳金榮

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