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"img": "https://cimg.cnyes.cool/prod/news/6621816/l/1f47d8e273075b5eff9edd8205e5d3e2.jpg",
"description": "电源供应器厂群电(6412-TW)今(5)日公告9月营收24.13亿元,月减2.3%、年减21%;受客户端记忆体严重缺料及成本压力影响,笔电电源客户拉货节奏放缓,进而影响9月营收表现,不过非笔电业务持稳,伺服器电源、卫星电源动能强劲。 群电第三季营收74.13亿元,季减12.2%、年减18%;累计前9月营收236.41亿元,年减11.1%。群电表示,尽管笔电电源拉货动能放缓,非笔电业务仍维持稳健,其中伺服器电源随新专案持续导入,营运动能稳步提升;卫星通讯电源全系列产品需求也维持强劲,营收较上季成",
"createdAt": "2026-10-05T10:02:03.000Z",
"author": "网络",
"pv": 36,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
},
{
"id": 18627,
"title": "勤凯(4760)涨停348.5元!TGV盲孔填膏完成验证,玻璃基板商机不只友达、群创",
"shortTitle": "勤凯(4760)涨停348.5元!TGV盲孔填膏完成验证,玻",
"img": "",
"description": "2026年10月05日(优分析/产业数据中心报导)⸺ 玻璃基板题材持续升温,市场过去多聚焦友达(2409-TW)、群创(3481-TW)等具备大面积玻璃加工能力的面板厂,但真正要让玻璃基板应用于先进封装,还需要钻孔、填孔、金属化及导电材料等完整供应链。 电子材料厂勤凯(4760-TWO)开发用于CoPoS制程的TGV玻璃基板盲孔填膏,已完成30微米孔径、深宽比1:15.7的关键制程验证,今日股价攻上348.5元涨停。 (图片来源:优分析产业数据库) 这代表勤凯已从传统MLCC导电浆,进一步切入下",
"createdAt": "2026-10-05T10:00:33.000Z",
"author": "网络",
"pv": 34,
"pinyin": "tw",
"name": "台股",
"path": "/new/tw",
"tags": []
}
]
},
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}