Chips & Wafers
@ChipsandWafers
Reliable source for actionable semiconductor data.
Let the data guide your decision making process.
Now part of @SemiAnalysis_
加入 November 2024
85 正在关注 9.5K 粉丝
For years, Nanya PCB has avoided LTA's. Specifically, they have avoided $INTC business for this reason.
And just like in the last cycle, avoiding LTA's mean they have greater upside to raise prices relative to peers during supply crunches.
显示更多
南電受惠AI需求，大陸PCB廠稼動率逐步滿載，先前因無長約已調漲報價反映成本。
BT載板原物料漲勢趨緩，第4季無意再漲，但報價仍處季節高檔；ABF載板因T-glass等材料持續吃緊，仍有漲價空間。法人看好昆山廠Q4稼動率有望達100%、良率提升，加上PCB與ABF價格上揚，下半年獲利與毛利率可望持續改善。
南電因未簽LTA，調價彈性優於同業，先前漲幅已較高。
显示更多
