
優分析UAnalyze |在投資世界中,資訊即是力量。 優分析致力於為投資人提供從公司全方位數據到市場趨勢,從財務指標到競爭分析,無所不有,讓你隨時掌握市場最新動態。 優分析產業資料庫:pro.uanalyze.com.tw/e-com/product-detail/lynch-tengrower 合作與贊助邀約,請來信至:pr@uanalyze.com.tw -- Hosting provided by SoundOn
| Publishes | Twice weekly | Episodes | 134 | Founded | a year ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Category | Business |

AI 資料中心正在重新排序半導體供應鏈的優先順序,汽車產業並非立即面臨「缺晶片」,而是逐步被擠壓至較不利的位置,承受更高成本、更長交期與更大的供應不確定性。
AI 資料中心帶來的壓力不只集中在邏輯與記憶體晶片,也延伸至電源相關半導體。MOSFET、IGBT 等功率分離元件,以及電源管理 IC,已成為資料中心電源供應、UPS 與冷卻系統的關鍵零組件。由於這些產品與汽車應用共用相同的晶圓與後段封裝產線,AI 客戶的優先採購,直接擠壓了汽車產業的供應。
#車用半導體 #MOSFET #AI伺服器 ... more
AI 伺服器需求爆發,連被動元件龍頭村田Murata都坦言產線已逼近極限。MLCC 產能利用率拉到 95%,庫存幾乎存不起來,連淡季都無法降速。這集帶你快速整理村田最新法說會重點,看懂為什麼手機、PC 轉弱也影響有限,真正撐起供需結構的,其實是AI。
#MLCC #村田Murata #AI伺服器 #被動元件 #產業分析 #優分析 #基本面 #投資分析
👉 本節目語音由AI生成,但內容都是團隊認真準備的☺️如果覺得不錯,別忘了訂閱、分享給朋友
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⚠️Podcast所提之個股內容僅... more
市場傳出馬斯克可能整併旗下事業,SpaceX 正與 AI 新創 xAI 討論合併,若成真,將打造「太空+AI」超大型企業。SpaceX 甚至向 FCC 申請,計畫發射最多 100 萬顆衛星,建立「軌道 AI 資料中心網路」。目前低軌衛星僅約 3 萬顆,計畫仍面臨頻譜、監管與太空碎片等挑戰。這不只是併購,更是馬斯克布局 AI+太空+能源的超級系統,版圖顯然還在擴張中。
#馬斯克 #SpaceX #AI資料中心 #低軌衛星 #產業分析 #優分析 #基本面 #投資分析
👉 本節目語音由AI生成,... more
🚗 東陽(1319) 2025營運解析|AM龍頭回溫|OEM谷底翻升
2025年逆風重重,東陽還創下 歷史次高營收!
12月單月營收20.93億,全年營收約250.9億,逆風下依舊穩健。
東陽是 全球汽車售後維修(AM)碰撞件龍頭,北美市佔接近七成,高頻零件需求穩定。
台南工廠已經投產,七股新廠明年跟進,提前布局未來成長。
OEM 方面,台灣第四季新車回溫,中國 OEM 經過整併也已由虧轉盈,不再拖累獲利。
北美平均車齡拉長,消費者換車意願下降,維修與二手車需求剛性,AM長期... more
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優分析 Uanalyze launched a year ago and published 134 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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