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AI伺服器助攻，IC載板量價齊揚，明年誰最有看頭？#大叔充電站-產業EP117#劉烱德

MVP財經生活頻道 • December 18, 2025
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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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過去兩年低迷的IC載板產業，在AI伺服器需求大增的帶動下，出現量價齊揚的情況。而說到台灣的IC載板廠，大家比較熟悉的是欣興、景碩及南電，當中欣興及南電更是全球前五大廠。不過，鴻海旗下的PCB廠臻鼎-KY，也已經跨入IC載板產品線，目標是到了2030年成為全球前五大IC載板廠。這集節目，大叔要跟大家分享四大IC載板廠的近況及未來展望。 本集重點節錄： 00:00 開頭 00:55 載板量價齊揚 03:42 受惠個股1：欣興(3037) 05:43 受惠個股2：景碩(3189) 07:34 受惠個股3：南電(8046) 09:44 受惠個股4：臻鼎-KY(4958) 11:36 結論 #IC載板 #ABF #BT載板 #PCB #AI伺服器 #AI晶片 #GPU #ASIC #CoWoS #TGlass #玻纖布 # #先進封裝 #AI供應鏈 #資料中心 #雲端運算 #800G交換器 #高速傳輸 #散熱技術 #電力管理 #科技趨勢 #產業分析 #台股分析 #大叔充電站 #烱大叔 畫線定價戰隊集結 讓獲利再次偉大: https://myhg.tw/LJD 烱大叔免付費服務表單: https://myhg.tw/LJD ★有任何問題、想知道更多投資訊息歡迎加入: 劉烱德分析師 LINE@ ID：@jds16888 手機加劉烱德分析師LINE好友 https://lin.ee/6kVtKKj FB粉絲團 ▼ https://www.facebook.com/jds16888/

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