其中,台積電方面由於動裝置主要晶片製程以28 nm為主,第2季有多款智慧型手機上市,隨著出貨持續向上,推升台積電28 nm產能用可提升至90%以上,若投資人看好台積電周四法說會將釋出樂觀訊息,欲先行布局,可留意價平的GB永豐(074388)或HK群益(073284),皆為長天期;而受到Driver IC 與PWM IC 需求持續增加,世界先進產能用維持滿載水位,看好者可留意極度價平的XA永豐(712292)。
This entry passed through the Full-Text RSS service — if this is your content and you're reading it on someone else's site, please read the FAQ at fivefilters.org/content-only/faq.php#publishers.
You are receiving this email because you subscribed to this feed at blogtrottr.com.