《#高調經濟學 EP.22》AI晶片規格大升級，ABF載板層數與面積齊翻倍，加上高階材料T-Glass產能短缺，欣興、南電、景碩誰能率先引爆供需失衡的噴發行情？| #高閔漳

from 財富履行團 · host takeatripgo

當市場焦點都放在GPU、HBM與先進封裝時，同樣身處AI核心供應鏈的ABF載板，卻悶了整整兩年。然而，隨著上游材料吃緊、載板規格持續升級，ABF載板真的要迎來供需反轉了嗎？ 00:22 開場 01:52 悶了兩年的ABF載板為何今年突然有戲？ 03:27 AI晶片愈做愈大 ABF載板為何開始不夠用？ 05:04 台廠ABF載板三雄誰最有機會率先受惠？ 05:30 欣興（3037）》大舉加碼資本支出提前卡位高階ABF商機 07:56 景碩（3189）》ABF與BT雙線布局兼具報價彈性與轉機題材 10:18 南電（8046）》ABF純度最高 AI算力需求的直接受惠者 12:53 重點整理 #欣興 #景碩#南電#ABF載板#IC載板#BT載板#PCB#印刷電路板#金像電#輝達#AI伺服器#CoWoS#玻纖布#T-glass #日東紡#南亞#800G交換器#ASIC#聯電集團#HDI板#味之素#晶碩#揖斐電#台股#上市櫃公司#投資#熱門#理財#產業分析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

Episode metadata supplied by the publisher feed · Published Apr 23, 2026

Embed this episode

Attribution link and audio player

Ready to play

《#高調經濟學 EP.22》AI晶片規格大升級，ABF載板層數與面積齊翻倍，加上高階材料T-Glass產能短缺，欣興、南電、景碩誰能率先引爆供需失衡的噴發行情？| #高閔漳

0:00 14:26

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

青腾树下青腾 | JustPod 本节目是青腾推出的一档聚焦前沿话题的播客，每期邀请两到三位青腾同学从个人视角出发，展开有意思、有碰撞、有洞见的对话。「青腾树下」是这样一个对话场域，这里有创业者与创业者的深度对话，也有基于同学情谊的走心聊天，他们在这里探讨最前沿的商业话题，也分享最真实的人生故事。我们希望传递有价值的商业观点，记录创业者们的思考和故事，启发这个时代更多的创造者。本节目由青腾出品，JustPod制作发行。财富自由之路 by 孙宇晨财富自由之路 by 孙宇晨《财富自由革命之路》是孙宇晨在喜马拉雅FM推出的音频节目，播放量超500万次。该节目探讨财富自由的本质，强调精神自由优于财务自由，提出通过明确人生战略和价值观来实现真正的自由。节目是商业智慧类别中成为销量冠军，超过财经大咖吴晓波，使孙宇晨成为"90后知识网红第一人"。Justin Sun (b.1990) graduated from Peking University and University of Pennsylvania. He founded TRON blockchain in 2017, becoming a Davos Global Shaper and Forbes 30 Under 30 recipient. In 2025, he became the youngest Chinese commercial astronaut. He dined with Warren Buffett and invested $30 million in Trump-backed crypto."The Path to Financial Freedom Revolution" is a audio program launched by Justin Sun on Ximalaya FM, with over 5 million plays. The program explores the essence of financial freedom, emphasizing that spiritual freedom takes precedence over financial freedom, and proposes achieving true freedom through defining clear life strategies and values.

Frequently Asked Questions

How long is this episode of 財富履行團?

This episode is 14 minutes long.

When was this 財富履行團 episode published?

This episode was published on April 23, 2026.

Can I download this 財富履行團 episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!