天风国际证券分析师郭明𫓹在社交平台发文称，从过去历史经验看，台积电在接下来的7月法说，对玻璃核心载板(GCS)/CoPoS提供重大更新的机会可能不高，特别是才刚在6月份的日本研讨会中，提供过关键研发成果且罕见提到合作供应商。如果上述推论是对的，那更后面8月的群创与Ibiden法说，提供GCS重大更新讯息的机会也会连带偏低。
天风国际证券分析师郭明𫓹在社交平台发文称，从过去历史经验看，台积电在接下来的7月法说，对玻璃核心载板(GCS)/CoPoS提供重大更新的机会可能不高，特别是才刚在6月份的日本研讨会中，提供过关键研发成果且罕见提到合作供应商。如果上述推论是对的，那更后面8月的群创与Ibiden法说，提供GCS重大更新讯息的机会也会连带偏低。
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