半導體的神秘推手！兩大化工廠轉型飆漲，這家法人估EPS有望成長400%... |操盤手之路EP.142|謝宗霖

MVP財經生活頻道 • August 29, 2025

MVP財經生活頻道

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投資路上需要有同伴,也需要前瞻而有力的分析, 本頻道集結財經各大名師阿格力、阮慕驊、EASON、杜金龍、吳嘉隆等重量級的專家,從技術面、基本面、籌碼面或是消息面上頻道每天都能提供最新且最豐富的財經知識讓你無往不利成為最有價值投資人~ 希望大家在投資上每天都能當MVP~ 別忘了　👍👍👍👍按讚～～　訂閱　分享喔！！！別忘了　👍👍👍👍按讚～～　訂閱　分享喔！！！別忘了　👍👍👍👍按讚～～　訂閱　分享喔！！！

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高純度特用化學品，雖然佔先進製程的成本占比低，但卻直接影響晶片良率，是先進製程裡，不可或缺的關鍵材料。一家全台第二大電子級硫酸廠，以及另一家半導體材料供應商該怎麼看… 本集關鍵數字: 1. 台積電2030在地化採購目標 68% 2. 特化A廠電子級硫酸月產程上衝到 6,000 噸，高階電子級硫酸毛利率35-45%，法人預估2026 EPS 年增 405% 達2.54元 3. 特化B廠累積 25 項半導體產品，其中 10項已量產、15項驗證中這集的重點節錄: 00:00 掐住2奈米量產的關鍵… 01:29 這項耗材為什麼重要? 04:25 特化兩大廠… 09:52 本集重點整理 👇更多精彩影片: PCB設備廠轉型做半導體，十年磨一劍，連台積電都指定… https://www.youtube.com/watch?v=_ermepmlzW8 輝達、Google、Meta全都下單？台積電御用AI測試廠賺大發? https://www.youtube.com/watch?v=k8QFl_2degw 傳產塑化變身AI概念股？南亞靠這招翻身… https://www.youtube.com/watch?v=bIwRydEJJ9Y 10分鐘認識【華通】中長線布局全攻略… https://www.youtube.com/watch?v=1DYFTu1hmT4 AI電源櫃變成金礦，台系兩大供應商台達電、光寶科，全球AI供電戰-正式開打… https://www.youtube.com/watch?v=jzOKYRlz9lU #台積電 #半導體 #達興材 #中華化 #特用化學 #半導體耗材 #先進製程 #先進封裝 #巴斯夫 #隱形冠軍 #在地化供應鏈

半導體的神秘推手！兩大化工廠轉型飆漲，這家法人估EPS有望成長400%... |操盤手之路EP.142|謝宗霖

MVP財經生活頻道

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