《#高調經濟學 EP.35》台積電2奈米良率突破9成，外資目標價喊到4,000元！再生晶圓需求飆增4倍，昇陽半與中砂搶食本波先進製程大紅利，誰能吃下最大一塊商機？| #高閔漳

from 財富履行團 · host takeatripgo

台積電2奈米良率與產能同步起飛，背後卻意外點燃一門半導體「資源回收」生意！當再生晶圓的用量逼近28奈米的4倍，昇陽半與中砂誰最有機會吃下本波2奈米紅利？ 00:19 開場 02:06 良率走穩、需求擴大 2奈米正式進入收割期 04:32 為何製程愈先進「舊晶圓」反而用得愈多？ 05:28 昇陽半導體（8028）》2奈米需求增4倍三大紅利推升月產能 08:01 中砂（1560）》老砂輪磨進2奈米雙引擎點火再攻百億營收 10:14 重點整理 #再生晶圓 #晶圓薄化 #台積電 #昇陽半導體 #碳化矽散熱載體 #中砂 #鑽石碟 #2奈米 #先進製程 #GAA架構 #先進封裝 #CoWoS #AI供應鏈 #資本支出 #輝達 #英特爾 #三星 #聯發科 #晶背供電 ##熱門 #產業分析 #台股 #投資 #理財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.35》台積電2奈米良率突破9成，外資目標價喊到4,000元！再生晶圓需求飆增4倍，昇陽半與中砂搶食本波先進製程大紅利，誰能吃下最大一塊商機？| #高閔漳

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