高盛給的目標價4500元的測試介面廠 episode artwork

EPISODE · Jan 10, 2026 · 15 MIN

高盛給的目標價4500元的測試介面廠

from Can 定賺 (Can Definitely Win) · host Dalia

文中詳述公司與輝達(NVIDIA)、超微(AMD)及英特爾(Intel)等國際大廠的合作進展,並特別提及成功進入高效能運算(HPC)與AI測試供應鏈的關鍵成果。針對產能擴充,公司強調將持續投資高雄新廠並提升探針自主生產能力,以降低成本並優化毛利表現。此外,說明會也探討了CPO光學封裝與大型晶片封裝測試的技術挑戰,展現公司在先進製程測試介面的領導地位。整體而言,該資料展現了公司對未來兩年營收成長的樂觀預期與其在全球供應鏈中的佈局策略。 -- Hosting provided by SoundOn

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高盛給的目標價4500元的測試介面廠

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