《#高調經濟學 EP.25》台股衝破4萬點後誰是下波主流？台積電神祕王牌CoPoS曝光！魏哲家下令保密的黑科技，將取代CoWoS掀起供應鏈大洗牌？志聖、家登誰能奪下首波紅利？| #高閔漳

from 財富履行團 · host takeatripgo

當市場瘋搶CoWoS時，台積電卻悄悄端出下一張王牌CoPoS。為何一項早就存在多年的技術，最近卻突然爆紅？它真的能解決AI晶片愈做愈大的瓶頸嗎？而下一波受惠股又會是誰呢？ 00:20 開場 02:05 CoPoS是什麼？它跟CoWoS差在哪？ 03:26 CoPoS明明不是新概念為何現在突然爆紅？ 04:53 台積電新封裝技術起跑首波供應鏈誰先卡位？ 05:19 志聖（2467）》從PCB到半導體老牌設備廠如何卡位先進封裝？ 07:40 家登（3680）》官司危機變轉機載具廠打進台積電核心供應鏈 10:08 重點整理 #CoPoS #CoPoS供應鏈#台積電#TSMC#CoWoS#半導體#AI供應鏈#半導體設備#AI晶片#4萬點#魏哲家#以方代圓#面板#FOPLP#面板級封裝#矽中介層#采鈺#志聖#萬潤#弘塑#家登#英特格#艾司摩爾#光罩盒#光罩載具#EUV#碩頂#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

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《#高調經濟學 EP.25》台股衝破4萬點後誰是下波主流？台積電神祕王牌CoPoS曝光！魏哲家下令保密的黑科技，將取代CoWoS掀起供應鏈大洗牌？志聖、家登誰能奪下首波紅利？| #高閔漳

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