AI需求强劲,除带动科技上游半导体纷纷喊涨外,部分零组件价格也水涨船高,其中除第3季价格已领先起涨的铜箔基板外,近来被动元件也随势上扬,激励台光电(2383)、国巨(2327)等成为焦点。AI服务器迭代升规下,PCB供应链自今年下半年起便开始出现供需失衡的状态。高盛证券早在8月时即发布报告指出,随AI需求畅旺,辉达服务器吸纳大量的供应链资源,使PCB供应链缺货首次由上游蔓延至下游。除上游的T-...
Source LinkAI需求强劲,除带动科技上游半导体纷纷喊涨外,部分零组件价格也水涨船高,其中除第3季价格已领先起涨的铜箔基板外,近来被动元件也随势上扬,激励台光电(2383)、国巨(2327)等成为焦点。AI服务器迭代升规下,PCB供应链自今年下半年起便开始出现供需失衡的状态。高盛证券早在8月时即发布报告指出,随AI需求畅旺,辉达服务器吸纳大量的供应链资源,使PCB供应链缺货首次由上游蔓延至下游。除上游的T-...
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