AI 领域:持续高景气,信骅、台光电、纬创等多个环节供应商月营收创历史新高。25 年6 月信骅营收同比+55%创新高,且预计三季度随英伟达GB 系列强劲需求将进一步成长;测试方面,京元电子2Q25 受益AI 芯片测试需求旺盛产能利用率提升至60%+;PCB 方面,AI 应用带动CCL 材料升级需求,台光电等CCL 厂商受益产品高端化营收高增,载板领域臻鼎、欣兴、金像电6 月营收分别+19.7%/...
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