业界传出,台积电(2330)将扩大投资美国,新取得亚利桑那州第二块土地可再扩建四至六座厂。法人看好,台积电扩大美国晶圆厂阵容,将催动新一波建厂需求,带旺汉唐(2404)、帆宣(6196)、洋基工程(6691)等无尘室及机电协力厂后市。业界分析,台积电无尘室工程及机电供应链中,帆宣及汉唐追随台积赴美布局最早,是美国新厂建置初期就开始搭配的老伙伴;洋基工程去年也完成美国子公司设置,跟进抢食商机。汉唐...
Source Link业界传出,台积电(2330)将扩大投资美国,新取得亚利桑那州第二块土地可再扩建四至六座厂。法人看好,台积电扩大美国晶圆厂阵容,将催动新一波建厂需求,带旺汉唐(2404)、帆宣(6196)、洋基工程(6691)等无尘室及机电协力厂后市。业界分析,台积电无尘室工程及机电供应链中,帆宣及汉唐追随台积赴美布局最早,是美国新厂建置初期就开始搭配的老伙伴;洋基工程去年也完成美国子公司设置,跟进抢食商机。汉唐...
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