投資機加酒 EP24 |輝達再報明牌！面板產業進軍半導體 FOPLP挑戰CoWoS先進封裝新趨勢！#6239力成、#3481群創 | #劉烱德

from 財富履行團 · host takeatripgo

最近輝達表示，最快在2026年，將會導入面板級扇出型封裝(FOPLP)，這是一種怎樣的技術?有哪些概念股值得留意?這集節目都將為你解答!! 🎤主持：#品樺 🎤來賓：分析師 #劉烱德節目導讀： 00:00 精采預告 00:23 開場 01:24 輝達看中的新技術! 面板級扇出型封裝是什麼? 03:45 低成本、高利用率 FOPLP能取代CoWoS嗎? 06:39 玻璃基板新技術三大優勢讓各大廠爭相搶進 09:15 全球前五大封測廠力成布局FOPLP全台廠最快 11:06 業界最大尺寸玻璃基板群創半導體大單全滿載 13:23 畫線定價找出最佳買點 FOPLP概念股怎麼操作? #AI股 #輝達#台積電#CoWoS #先進封裝#面板級扇出型封裝 #力成#群創#面板#記憶體 #HBM#巴黎奧運#財富履行團 ⏰每週四晚上七點線上首播 ※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。 -- Hosting provided by SoundOn

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投資機加酒 EP24 |輝達再報明牌！面板產業進軍半導體 FOPLP挑戰CoWoS先進封裝新趨勢！#6239力成、#3481群創 | #劉烱德

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