《#高調經濟學 EP.14》黃仁勳洩天機！台積電擴產狂潮 2奈米時代來臨特用化學如何成為AI浪潮下的最強黑馬？| #高閔漳

from 財富履行團 · host takeatripgo

為了因應龐大的先進製程需求，台積電加大擴廠進度，而原本相對低調的特用化學股，在2奈米正式量產後，已經成為不可或缺的最強補給，相關供應鏈中，誰將成為最大贏家？ 00:18 開場 02:10 黃仁勳大爆料：台積電掀起蓋廠狂潮 03:44 2奈米登場 GAA架構全面拉高材料規格 04:48 特化成為隱形金礦長線動能浮現 05:16 新應材（4749）》鎖定2奈米商機半導體材料貢獻上看9成 06:53 台特化（4772）》獲利結構改變雙引擎正式成形 08:54 達興材料（5234）》跨入半導體材料擺脫面板產業循環 10:48 重點整理 #特用化學 #台積電#2奈米#3奈米#AI題材#先進製程#先進封裝#台積電供應鏈#黃仁勳#世界經濟論壇#GAA#FinFET#InFO#表面改質劑#矽乙烷#新應材#南寶#信紘科#台特化#中美晶#達興材料#CVD#洗邊劑#新寶紘#弘潔科技#無水氟化氫#AHF#台股#投資#熱門#理財 👇👇👇快跟著David老師一起操作台股！ https://line.me/R/ti/p/%40davidk1688 華冠證券投資顧問股份有限公司 100台北市中正區忠孝東路二段100號6樓之2 華冠投顧 111金管投顧新字第015號 *服務專線：02-6630-3231 本公司與所推介分析之個別有價證券無不當之財務利益關係，本節目資料僅供參考，投資人應獨立判斷，審慎評估並自負投資風險，華冠投顧(111)金管投顧新字第015號 -- Hosting provided by SoundOn

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《#高調經濟學 EP.14》黃仁勳洩天機！台積電擴產狂潮 2奈米時代來臨特用化學如何成為AI浪潮下的最強黑馬？| #高閔漳

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