景碩主要客戶:【台股研究報告】ABF三弟即將逆襲?景碩(3189)明年產能大躍進
【台股研究報告】ABF三弟即將逆襲?景碩(3189)明年產能大躍進
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![ABF受惠AI供不應求下波利多欣興、南電、景碩股價飆?](https://i0.wp.com/api.multiavatar.com/ABF%E5%8F%97%E6%83%A0AI%E4%BE%9B%E4%B8%8D%E6%87%89%E6%B1%82%E4%B8%8B%E6%B3%A2%E5%88%A9%E5%A4%9A%E6%AC%A3%E8%88%88%E3%80%81%E5%8D%97%E9%9B%BB%E3%80%81%E6%99%AF%E7%A2%A9%E8%82%A1%E5%83%B9%E9%A3%86%EF%BC%9F.png?apikey=viVnb6N20jclO8)
ABF受惠AI供不應求下波利多欣興、南電、景碩股價飆?
https://www.moneyweekly.com.tw
... 為主,主要客戶包括AMD、NVIDIA、華為等,同樣受惠於AI應用所帶來的需求,ABF載板營收占整體營收約48%;景碩主要應用包括GPU、FPGA,重要客戶有 ...
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![《熱門族群》長線需求看俏欣興、景碩受寵](https://i0.wp.com/api.multiavatar.com/%E3%80%8A%E7%86%B1%E9%96%80%E6%97%8F%E7%BE%A4%E3%80%8B%E9%95%B7%E7%B7%9A%E9%9C%80%E6%B1%82%E7%9C%8B%E4%BF%8F%E6%AC%A3%E8%88%88%E3%80%81%E6%99%AF%E7%A2%A9%E5%8F%97%E5%AF%B5+-+Yahoo%E8%82%A1%E5%B8%82.png?apikey=viVnb6N20jclO8)
《熱門族群》長線需求看俏欣興、景碩受寵
https://tw.stock.yahoo.com
法人表示,2023年景碩主要成長動能來自ABF載板和晶碩隱形眼鏡業務,靜待上半年產業落底,下半年需求復甦,帶動營運逐漸回溫。未來人工智慧(AI)、HPC趨勢 ...
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![【研究報告】景碩(3189)前景光明,營收續創高峰](https://i0.wp.com/api.multiavatar.com/%E3%80%90%E7%A0%94%E7%A9%B6%E5%A0%B1%E5%91%8A%E3%80%91%E6%99%AF%E7%A2%A9%283189%29%E5%89%8D%E6%99%AF%E5%85%89%E6%98%8E%EF%BC%8C%E7%87%9F%E6%94%B6%E7%BA%8C%E5%89%B5%E9%AB%98%E5%B3%B0+-+Money%E9%8C%A2%E7%AE%A1%E5%AE%B6.png?apikey=viVnb6N20jclO8)
【研究報告】景碩(3189)前景光明,營收續創高峰
https://www.money.com.tw
景碩(3189)第一季營收100.14億元、季增0.6%,毛利率35.17%、季增1.6個百分點,第一季稅後獲利15.29億元,季 ... 主要客戶包括Apple、AMD、Nvidia等。
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![景碩Q1季衰退約10% Q2恐仍續探底](https://i0.wp.com/api.multiavatar.com/%E6%99%AF%E7%A2%A9Q1%E5%AD%A3%E8%A1%B0%E9%80%80%E7%B4%8410%25+Q2%E6%81%90%E4%BB%8D%E7%BA%8C%E6%8E%A2%E5%BA%95%7C+MoneyDJ%E7%90%86%E8%B2%A1%E7%B6%B2.png?apikey=viVnb6N20jclO8)
景碩Q1季衰退約10% Q2恐仍續探底
https://today.line.me
景碩表示,除了ABF相對有支撐之外,在BT載板相對應的手機市場方面,還沒有看到中國手機市場復甦,即便通路跟客戶庫存很低,但也未見增加採購,蘋果手機第 ...
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![景碩Q3營收估季增達3成載板為輝達供應商](https://i0.wp.com/api.multiavatar.com/%E6%99%AF%E7%A2%A9Q3%E7%87%9F%E6%94%B6%E4%BC%B0%E5%AD%A3%E5%A2%9E%E9%81%943%E6%88%90%E8%BC%89%E6%9D%BF%E7%82%BA%E8%BC%9D%E9%81%94%E4%BE%9B%E6%87%89%E5%95%86+-+MoneyDJ%E7%90%86%E8%B2%A1%E7%B6%B2.png?apikey=viVnb6N20jclO8)
景碩Q3營收估季增達3成載板為輝達供應商
https://www.moneydj.com
以景碩第一季的營收結構,BT載板占比重25%、ABF載板占比重54%、隱形眼鏡占營收21%的水準。 景碩今年資本支出約百億元,主要是將ABF擴充3-4成的產能達40M/ ...
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![欣興、景碩、南電…載板三雄該選誰? 專家:這間ABF營收占比 ...](https://i0.wp.com/api.multiavatar.com/%E6%AC%A3%E8%88%88%E3%80%81%E6%99%AF%E7%A2%A9%E3%80%81%E5%8D%97%E9%9B%BB%E2%80%A6%E8%BC%89%E6%9D%BF%E4%B8%89%E9%9B%84%E8%A9%B2%E9%81%B8%E8%AA%B0%EF%BC%9F+%E5%B0%88%E5%AE%B6%EF%BC%9A%E9%80%99%E9%96%93ABF%E7%87%9F%E6%94%B6%E5%8D%A0%E6%AF%94+....png?apikey=viVnb6N20jclO8)
欣興、景碩、南電…載板三雄該選誰? 專家:這間ABF營收占比 ...
https://udn.com
ABF三雄主要客戶. 景碩:AMD、Nvidia. 欣興:Intel. 南電:整體80%營收分散由50家客戶來貢獻,單一客戶營收,最大占比15%。 所以南電在營運上相對 ...