個股:高技(5439)同為5G受惠股,明年400G - 股票
By Quanna
at 2018-12-19T15:39
at 2018-12-19T15:39
Table of Contents
1.原文連結:
https://fnc.ebc.net.tw/FncNews/stock/63764
2.原文內容:
PCB業者高技(5439)成功卡位5G市場,不單100G Switch用板早在今年就量產出貨,目前
400G Switch用板也已經進入驗證階段,法人圈傳出,明年有望量產出貨,挹注公司獲利
表現。
台灣的Switch領域用PCB供應商,主要有金像電(2368)、高技與博智(8155),其中,金像
電與高技在製程技術上,是較早供貨100G Switch用板的廠商,而博智則主要停留在40G與
60G上面。
展望明年,隨5G基礎工程開始布建,Switch用板部分,除了100G出貨會更多之外,400G也
會開始陸續放量出貨,在PCB供應商端,主要受惠業者除了金像電之外,高技也可望同步
受益。
3.心得/評論:
被點名,準備噴一波了
--
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