EPISODE · Jul 3, 2026 · 6 MIN
矽島下的設備股十年大運【談股論金 EP126】
from 談股論金 · host 先探投資週刊
AI 資本支出迎來全面爆發，推動半導體設備市場蓬勃發展！全球前段晶圓與後段測試設備皆由七大巨頭絕對壟斷。面對地緣政治引發的全球本土製造建廠潮，先進封裝與極致測試需求大增，本集帶您看懂設備業的長期價值與台廠新契機！ 【單集重點】 五大業者壟斷前段 各國建廠帶動設備 先進封裝需求龐大 測試設備單價提升 -- Hosting provided by SoundOn
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矽島下的設備股十年大運【談股論金 EP126】
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