
優分析UAnalyze |在投資世界中,資訊即是力量。 優分析致力於為投資人提供從公司全方位數據到市場趨勢,從財務指標到競爭分析,無所不有,讓你隨時掌握市場最新動態。 優分析產業資料庫:pro.uanalyze.com.tw/e-com/product-detail/lynch-tengrower 合作與贊助邀約,請來信至:pr@uanalyze.com.tw -- Hosting provided by SoundOn
| Publishes | Daily | Episodes | 119 | Founded | a year ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Category | Business |

今國光(6209) 公布 11 月營收 4.08 億,年增 72.7%、創下九年新高!除了熱成像鏡頭需求爆量,今國光同時在三大面向大幅轉強:
1️⃣ 存貨上升+存銷比落底——顯示新一輪拉貨周期正在成形
2️⃣毛利率、營益率、淨利率全面上揚——產品結構改善效果浮現
3️⃣熱成像鏡頭、車載鏡頭、AR 光波導三線並進
公司更指出,熱成像鏡頭具備未來十年最強成長性,無人機、AEB、工業巡檢需求全面擴散。加上車載與 AR 光波導布局同步開花,市場普遍預期今國光2026營運有機會超越2025。 ... more
工業與車用半導體景氣,可從德州儀器(TXN)、恩智浦(NXPI)與微芯(MCHP)的表現觀察。微芯擁有超過10.9萬家全球客戶,產品涵蓋多元市場,從工業、運算到車用,都能反映出整體景氣動向。
相較之下,台系控制IC業者主要聚焦在消費電子、周邊與記憶體市場,經營模式與國際大廠截然不同。近期市場黑馬安國(8054)11月營收突破3.9億元,展現強勁成長;聯陽(3014)則積極將其SoC與高速影音介面技術導入車用市場,鎖定車載顯示與娛樂系統等應用,為中長期成長布局;新唐(4919):自有產能搶進車用... more
台虹(8039-TW)近期最受到市場關注的,是公司對外展示的全新M9 CCL 技術與材料。不過,由於這類高階板材仍需經過完整的客戶驗證流程,真正導入量產可能要到2027年,同時也將聚焦台虹在智慧型手機領域的 FCCL(軟性 CCL)升級機會
🔹 M9 材料特色:PTFE 填充工藝,無需玻纖或石英布,高速低損耗傳輸
🔹 FCCL 升級機會:高階軟板材料如何應對智慧型手機功能增加與線路微縮需求
🔹 材料升級邏輯:「空間壓力 → 傳輸壓力 → 佈線壓力 → 材料升級」
🔹 市場與... more
信驊(5274)攻漲停至 7,315 元,刷新台股歷史、成為首檔站上7字頭的股王。外資近期連續調升目標價、最高喊到 8,250 元,看好毛利改善、AI與雲端伺服器需求強勁、企業 IT 支出回升,市場熱度勝過 AI 剛起飛時。不過回到數字,信驊月營收YoY卻一路下滑,原因何在?
透過營收(需求)+存貨(供給)的交叉觀察,我們能看見:
🔹存銷比創歷史低點 → 客戶拉貨強、庫存消化快
🔹在製品一路下降 → 不是需求疲弱,是 上游 BT 載板與材料供應吃緊
🔹缺料解決後的拉貨潮,將是... more
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優分析 Uanalyze launched a year ago and published 119 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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