優分析 Uanalyze
優分析優分析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 | Daily | Episodes | 99 | Founded | a year ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Category | Business |
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2026年記憶體市場將進一步緊縮！本集講清楚三大關鍵原因：
1️⃣ AI需求爆發：大型雲端服務商部署AI伺服器，推升HBM、NAND SSD與DRAM需求。
2️⃣ 新增產能釋放慢：新晶圓廠投產需數年，短期內供應無法快速增加。
3️⃣ 舊產品延長供貨：DDR4/LPDDR4延長生產，壓縮新製程產能，導致DDR5供應不足。
我們將帶你解析缺庫存 vs 缺產能的差別，幫助你判斷記憶體漲勢能走多遠。
同時分析美光(Micron)財報亮點：HBM營收接近20億美元，毛利率高達51.5... more
國巨（2327-TW）近期股價大漲，還原後即將挑戰歷史新高！
市場普遍認為是 iPhone 17 備貨潮、AI 應用帶動高階被動元件需求，但這些利多背後，其實都指向同一件事：存貨循環上行，企業重啟補庫與加速生產！
在這集，我們拆解國巨股價上漲的「底層邏輯」：
🔸存貨循環怎麼看？判斷反彈能否延續的關鍵指標
🔸為什麼早期看高階產品線的產能利用率，比整體出貨更準
🔸2018年套牢的投資人解套了嗎？這波還能追嗎？
🔸台積電高階製程的案例，告訴你怎麼找到公司成長「施力點」 more
2025 年下半年，群聯電子(8299-TW)成為市場焦點！
NAND Flash 供應吃緊 + AI 與資料中心高速儲存需求暴增，讓群聯出貨量、營收、單月獲利全面跳升。
本集一次解析：
✅ Wolfspeed 為何破產？對台廠是利多嗎？
✅ 為何群聯能在 NAND 供應短缺中逆勢成長？
✅aiDAPTIV+ 如何把 AI 拉下雲端，放進每台裝置？
✅產品線與客戶策略如何拉高毛利率？
✅未來營運亮點與市場觀察重點
#群聯 #NANDFlash #AI晶片 #aiDAP... more
AI、電動車、先進封裝需求爆發，第三代半導體再成市場焦點！
Wolfspeed 因需求疲軟與中國競爭壓力申請破產保護，讓台灣廠商迎來歷史轉單機會。
嘉晶專注碳化矽磊晶材料上游、漢磊提供晶圓代工，形成完整垂直整合，並推出第4代平面型SiC平台，具備縮小晶片尺寸、提升良率、降低成本的優勢。
本集一次解析：
✅ Wolfspeed 為何破產？對台廠是利多嗎？
✅ CoWoS 封裝需求大爆發，散熱問題怎麼解？
✅ 嘉晶、漢磊的技術布局與成長潛力
✅ 投資人該怎麼追蹤未來市占率與... more
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Apple Podcasts | #75 |  Taiwan/Business |
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| Listeners per Episode | Gender Skew | Location | |||
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優分析 Uanalyze launched a year ago and published 99 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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