

隨景氣逐步走出谷底，PCB設備商第二季營運有機會拚較前季回升，其中掌握先進封裝訂單者，跳升幅度有望更勝一籌

Intel、三星等IDM大廠乃至封測廠同樣也在積極擴充先進封裝產能，這也為PCB設備商創造新成長動能

群翊(6664)、牧德(3563)、鈦昇(8027)、志聖(2467)

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在AI、HPC等新應用噴發下，先進封裝已成為產業熱門關鍵字，台系PCB設備商也磨刀霍霍積極搶進。法人認為，隨景氣逐步走出谷底，PCB設備商第二季營運有機會拚較前季回升，其中掌握先進封裝訂單者，跳升幅度有望更勝一籌，今(20...

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<div class="embed-block-prerender" data-url="https://www.moneydj.com/KMDJ/news/newsviewer.aspx?a=1db94bc7-48dc-4784-8e07-7bedf8893650"></div><p class="lexical__paragraph"><br></p><blockquote class="lexical__quote" dir="ltr"><span style="white-space: pre-wrap;">隨景氣逐步走出谷底，PCB設備商</span><b><strong class="lexical__textBold" style="white-space: pre-wrap;">第二季營運有機會拚較前季回升</strong></b><span style="white-space: pre-wrap;">，其中掌握先進封裝訂單者，跳升幅度有望更勝一籌</span></blockquote><blockquote class="lexical__quote" dir="ltr"><span style="white-space: pre-wrap;">Intel、三星等IDM大廠乃至封測廠同樣也在積極擴充先進封裝產能，這也為PCB設備商創造新成長動能</span></blockquote><blockquote class="lexical__quote" dir="ltr"><span style="white-space: pre-wrap;">群翊(6664)、牧德(3563)、鈦昇(8027)、志聖(2467)</span></blockquote>