錢進擂台賽 EP33| 半導體最新決勝點！台積電導入晶背供電技術最受惠的台廠就這兩家？ | #陳武傑

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自從上禮拜台積電法說會開出了亮眼的成績之後市場資金全都圍繞在台積電相關供應鏈上除了CoWoS、FOPLP、CPO這些封裝概念股以外台積電新的題材概念晶背供電技術也被大家視為2奈米製程後的黑科技雖然台積電A16晶背供電技術要在2026年才能正式量產但相關概念股已經在今年開始發酵你覺得#1560中砂、#8028昇陽半，買誰比較好? 🤔 歡迎留言你的看法!! 🎤分析師 #陳武傑節目導讀： 00:00 精彩預告 00:15 賽前引言：產業面 01:52 Round1 : 基本面 02:50 Round2 : 題材面 06:06 Round3 : 技術面 07:38 成果發表 #台積電 #CPO#矽光子#CoWoS#FOPLP #先進封裝#先進製程#2奈米#晶背供電 #埃米#再生晶圓#中砂#昇陽半#財富履行團 📢 「財富履行團Podcast」 https://reurl.cc/8qLj6d 節目不只用看的，健身、開車、煮飯時也可以用聽的哦！ ⏰每週二晚上七點線上首播 ※本節目內容僅供參考，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 -- Hosting provided by SoundOn

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錢進擂台賽 EP33| 半導體最新決勝點！台積電導入晶背供電技術最受惠的台廠就這兩家？ | #陳武傑

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