台股晨讯

ѯ ޷ఒ ଊ |ݚዻ༗ϸ޷ѯ ໋Κѯڨ޷ज޷αᅜᐮᓿ໡ାȂӶႬφߝᒋഀଂٗ஽Ȃࡿ኶ၱޫ໡ା຺ႇ10ऐખٯጤְС45,000ᘉȂᓎࡤ㗭ЁՎ45,483ᘉȂೞ୞ϰӈȃѓ౦љᏳᡞȃIC೪ॏІљᏳᡞࣻᜱঐ޷Ϭዻ८ഷ߬ಂޠఋထȂಥൠαᅜ1,227.95ᘉՎ45,396.99޷ᘉȂѯયᛨٯጤְԥܛ៊ӪαԞඉࡼ45,300ᘉϟαȂ฼෉ϲዻ༗Ӫαࢆ᏾ᐡ౦ቩାȂดᆓЀ࿾ഀ୆ࠊຶዻଢቌཏ᜺Ѡ૗ࣻᄈᙲབྷȂႲ෉฼ጤϬཽᎫᕞȂᐈձпڏஆҐ८Мእޠఋထঐ޷࣐лȄ |ݚϸ޷ঐ -- |२्ུݚᆹϸ „၇ࡍݗ८ܲѯᑗႬ ࣻᜱ᜹޷െፑ(စᔽA2)„ݡᑺӏዂಣίљԒቩ౱ႊ5Ԛᑺݡ(3037) (Ϗ୧A7)„ܽ௦൑ࠑᘅ౱૗༭ᛗCPO ࣻᜱ೪റಒ4۠ଛኻࡋЙᆓᡜᜍ(စᔽC1)„eMMCુπᘘτܽ ୧ᐡߕȃ๽٥Ⴌ׊(Ϗ୧B3) |ݚᖃစϸ „5Уज୾ϏཿҢ౱ȞIPȟޠᖃᡞߓ౫Ԅեȉ„ϛӤϏཿഌߟȞᇨആཿȃ௵ᝫཿȃϵңٲཿȟӶ5౫ߓޠУԥեৰ౵ȉ„௄ҀൠထಣٿࣽȂ঻ٳಥᆓሰؒҔӶԚܗߞຉᕼȉ„౱૗ւң౦Ї࢏Ϩቅኻޠစᔽ౫ݸȉ |୾ር޷Ҁၦଊ „ӓ౩޷ҀІ୧ࠣቌੀၦଊ„୾ር޷Ҁл्ঐ޷ቌੀၦଊ ݚᙐ޷ዻ༗Іฑᘉ޷ѯ „໋Κज޷ѳτࡿ኶ӓഌαᅜȂၿᛞࡿ኶αᅜ0.92%Ȃໍາљαᅜ5.45%ȂѯᑗႬADRαᅜ4.12%Ȅ„໋Κѯ޷໡ାٗାၱޫ຺ႇ10СְጤȂήτ᜹޷Ӥؐαඵ௱Ёࡿ኶યα45,300ᘉϟαȂಥൠαᅜ1,227.95 ᘉȂᅜൾ2.78%Վ45,396.99ᘉȂԚһߝ᚟࣐11,157.44ቈϰȄαҀѵၦຶົ465.32ቈϰȂ׺߭ຶົ64.44ቈϰȂՍᕋ୧ຶົ125.24ቈϰȂήτݳ΢Ӭॏຶົ655ቈϰȄαҀᒋၦቩђ148.79ቈϰȂᒋၦᎸ᚟࣐5,719.07ቈϰȇαᘤᒋၦቩђ38.31ቈϰȂᒋၦᎸ᚟࣐1,991.91ቈϰȄ „ዻ८ఋထР८ȂႬφαᅜ2.97%ȃߝᒋαᅜ2.76%ႬαᅜߝߩІ1.30%ȄөఋထϜп༮ጳഷ࣐஽༗αᅜົႇ7%ȂڐԪӏႬȃљᏳᡞȃႬφႮಣӈІႬφ๊ߓ౫ၷٺαᅜົႇ3%пαȄ ܿ෉ೳһၦଊ „ήτݳ΢ѯࡿ෉ഌ՞ᡑϾȂՍᕋ୧Ӽ൑෶Ў950πȂґ҂ঙӼ൑ژٿ2,618πȇ׺߭Ӽ൑ቩђ591πȂґ҂ژٿঙӼ൑57,702πȇѵၦޫ൑ቩђ1,695ژٿ൑ޫπȂґ҂ঙ66,734πȂήτݳ΢ޫ൑ቩђ2,054πȂژٿ൑ޫґ҂ঙ6,414πȄ / (A2) ETNews 310mmx310mm600mmx600mmAIAIRD lineATMLEAPoSCoWoS-likeAIAICPEPS 15.7 „5(3037) (A7) 5020273045HDI15202025HDI HDI27%HDI15%~20%202630%~45%2H262026ABF BT10-15%2026/2027/2028EPS18.4/41.3/67.5Forward PER20~302027EPS301,250 „CPO4(C1) 776915CPO4AIHPC541.35.34%83.6%AIICCPOinsertion 4ASIC switchFTFTTeradyne2026RubinASIC30~35%57.9%2026EPS 120.84PER 50 eMMC(B3) 2D NANDSLCMLC NANDeMMC23372344 AIHBMDDR4NANDAIEnterprise SSDNANDeMMCeMMC12760%23eMMC16GBMLCNANDend of life2D NANDMLCSLC2026EPS 22.01 ᖃᡞစᔽ኶ᐄϸݚ_ዊजҀൠ „5Уज୾ϏཿҢ౱ȞIPȟޠᖃᡞߓ౫Ԅեȉ2026Ԓ5Уज୾ϏཿҢ౱Уቩ0.1%ȂմܼҀൠႲ෉ޠ0.3%ȂկϬၷ4ޠУ102.5ໍΚؐЁՎ102.6Ȃ഻ߗԒུାȂᡘұज୾Ϗཿࣁ୞Ϭᆱࡼྤڸᘘ஼ȄԒቩ౦ङ1.7%࢏ȂЇᇨആཿෂ੊ٯґടΤ૿ଞȄᐍᡞٿࣽȂҐԪԚߞл्Ҧ௵ᝫཿᇅାऌ׭౱ཿМእȂڐϜљᏳᡞȃ೾ଊ೪റІܼඐڨ៊ࡼႬဟ೪റAI׺ၦዦዙȂழ୞ϏཿഌߟᆱࡼԚߞ୞૗ȄดՅȂᇨആཿᐍᡞߓ౫ᗎܼ҂సȂϵңٲཿࠍӱ੊঑ӱષᇅ૗ྜሰؒί७Յᙾ৶Ȃٻᖃᡞቩൾژڨᔇ׼ȄᐍᡞՅّȂज୾Ϗཿෂ੊֖౫ȶմഁԚߞȃ๗ᄻϸϾȷ੬ኊȂାऌ׭׺ၦϬҭࠊഷ२्ޠԚߞЖᔞȄ „ϛӤϏཿഌߟȞᇨആཿȃ௵ᝫཿȃϵңٲཿȟӶ5Уߓޠ౫ԥեৰ౵ȉήτл्՘ཿրӶ5У֖౫ᡘ຀ϸϾȈ௵ᝫཿഷ࣐஽ࠑቩߞ1.3%ȂԚ࣐МእҐУϏཿቩޠߞл्୞૗ȄࣻᄈӵȂᇨആཿ౱яߓ౫҂సȂᇅαУ҂Ȟࡼ0.0%ȟȄӶᇨആཿϲഌȂटεଓ౱яᗷӱФᇨࠣȃஆҐߝ឵ᇅᐡ୞ٚႮӈ๊᜹րቩߞՅαЁ0.8%Ȃկटεଓߩೞࠔ0.9%ޠኅހໂൾ׈ӓܱ᎜Ȅϵңٲཿߓ౫ഷ৶Ȃᐍᡞί७0.4%Ȅ೼ᆎ՘ཿ໣ޠϸϾᇴ݃ҭࠊޠҢ౱ᘘ஼ߩٯӓ८ܓȂՅٸᒧၦྜ໡௵ᆓޠழ୞Ȅ „௄ҀൠထಣٿࣽȂ঻ٳಥᆓሰؒҔӶԚܗߞຉᕼȉಥᆓሰ֖ؒ౫տዦϛݸޒޠְȈ୧ཿ೪റȞቩߞ0.6%ڨȂၽᒰ೪റቩߞ1.9%ழ୞ȟȃ୾٪ᇅЋޫ೪റȞቩߞ0.9%ߞȞቩࠣᑟң࡛ȟпІ1.1%ȟְᡘя஽ࠑԚߞ୞૗ȄดՅխЩᛂτޠ੒ໍາࠣҢ౱ࠍί७Π0.5%Ȅ੒ໍາࠣϲഌޠຉᕼл्ྜߩܼटε੒ໍາࠣ0.8%ໂൾޠȞԄॶࠣȃ๷૪ȃϾᏱ๊ࠣȟȂ֊߰टε੒ໍາࠣȞԄٚآ౱ࠣȃঢ়Ⴌ๊ȟཌྷЁ0.5%ȂϬϛ٘пװᙾᐍᡞ੒ໍາᆓޠᓠ༗Ȅ„౱૗ւң౦Ї࢏Ϩቅኻޠစᔽ౫ݸȉ2026Ԓ5Уޠᖃᡞ౱૗ւң౦࣐76.2%Ȃᗷၷ4УཌྷЁ0.1ঐԼϸ ᘉȂկϬЇ࢏яज୾ϏཿᡞقԇӶᡘ຀ޠ໤ဋ౱૗Ȅ၏኶অЩ1972ԒՎ2025অմְ෉҂ߞޠԒ3.2ঐԼϸᘉȄڏᡞՅّȂᇨആཿւң౦ᆱࡼӶ75.7%ȂЩߞ෉҂ְմ2.5ঐԼϸᘉȂᡘұϏኆۧґᅗၸၽձȄ௵ᝫཿࠍЎ኶߬ޠᘉȂւң౦ЁՎ86.5%ְ෉҂ߞܼȂା1.3ঐԼϸᘉȄϵңٲཿࠍ೏ܼ70.6%մᘉȄޠ ၦਠٿྜȈඈീȃҞύ׺៬(2026/06/16) αҀᘤࠊΫτ᠍অ޷ᅜໂൾ Ҟύᜍڕ׺ၦ៬ୱ޷ӌԥ४ϵѨȞпίᙐᆏȶҞύ׺៬ȷȟ࣐ҞύߝᒋٲཿထϟԚসȄ ःفൣ֚ѠՍҐϵѨᆪય( www.esunconsulting.com.tw )ᎨȄڦ ෉ೳһڏܿറା࡚ଓଡ଼ᄺఝਞݏȂॴᓏࣻၷ޷ܼಊҼၷାȂһܿ΢໹ڏറЩၷାޠॴᓏڨܜโ࡚Ȅ ݃΢সᖑفः ᢏᘉȄܗឋ࡛ޠ֚ൣفҐःܼՍٿঐ΢ൣႎڐณӉե݃΢সᖑفः ݃ռೱᖑ Ҟύ׺៬ϑଭᄈൣ֚ϲৡΩؒҔጃȂٯ࣐ःف΢স൸ڐ஠ཿ૗Ωණٽϟ๢ཏϸݚȂଓଡ଼ႲզІ׺ၦຠ๊߾൸ൣ֚ึ՘࿌ਣȂܛԞ໲ϟၦଊໍ՘Ӭ౪ϟցᘟȂСࡤसԥၦଊུȂҞύ׺៬஡ϛଭᄈԫൣ֚яڏུ೾ޤȄҐൣ֚༊ٽ׺ၦ΢୥ՄȂҞύ׺៬ϛ॓Ӊե׺ၦࣵᖬϟࡢݳೱӉȂԄЖңҐНȂ໹စҐϵѨӤཏȄ හኌଓ౱᠍݃ᖑ Ґၦਠө໷ϲৡϟө໷᠍ւІහኌଓ౱᠍Ȟєࢃկϛ४ܼ຀ձ᠍ȃ஠ւ᠍ȃ୧ዀ᠍๊ȟְ឵Ҟύ׺៬ܛԥȄଷߩᕖூҞύ׺៬ࠊٲਫ८ӤཏѵȂְϛூ᏿ՍпӉեםԓፓᇨȃ२ᇨȃঔ׾ȃึ՘ȃα༉ȃ஼ຯȃ༉ଛȃයոȃϵ໡༉ክȃ೰୶ڐܗуٻݳߩңҐၦਠȄଷߩԥ݃ጃߓұȂҐၦਠϟණٯٽณ݃ұܗཱུұ௳᠍ີРӉե຀ձ᠍ȃ஠ւ᠍ȃ୧ዀ᠍ȃ୧ཿᐡஞܗӉեڐуහኌଓ౱᠍Ȅ