食品業的逆襲!味之素為何被視為半導體飆股? episode artwork

EPISODE · Jun 24, 2026 · 8 MIN

食品業的逆襲!味之素為何被視為半導體飆股?

from 創意每天聽

你有沒有想過,一間以做味精、調味料出名的公司,突然有一天,它的股票被視為半導體概念股? 嗯,這確實出乎意料,因為食品業和半導體,乍聽之下是兩個完全不相關的領域。這種連結點通常人不容易想到。 對啊,就是日本的味之素 Ajinomoto。它本來是家喻戶曉的食品大廠,結果激進投資人突然發現,它竟然是半導體晶片製造的關鍵材料供應商。 這裡的關鍵在於「材料」。味之素長久以來累積的化學技術,特別是... 完整 Podcast 內容,請到 https://xiaoko.com 讀取文字版

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食品業的逆襲!味之素為何被視為半導體飆股?

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