AI 基础建设方兴未艾,先进封装产能成为 AI 时代的瓶颈之一,扩产效应也从台积电 (2330-TW)(TSM-US) 不断外溢至封测厂,包括日月光投控 (3711-TW)(ASXUS)、京元电 (2449-TW)、力成 (6239-TW)、硅格 (6257-TW)、欣铨 (3264-TW)2026 年资本支出皆大幅增长,五家合计超过 3 千亿元水准,且各自改写资本支出的新纪录。日月光投控稳居全球...
Source LinkAI 基础建设方兴未艾,先进封装产能成为 AI 时代的瓶颈之一,扩产效应也从台积电 (2330-TW)(TSM-US) 不断外溢至封测厂,包括日月光投控 (3711-TW)(ASXUS)、京元电 (2449-TW)、力成 (6239-TW)、硅格 (6257-TW)、欣铨 (3264-TW)2026 年资本支出皆大幅增长,五家合计超过 3 千亿元水准,且各自改写资本支出的新纪录。日月光投控稳居全球...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.