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"title": "联茂加速产能投资 陈进财：最大的机会在于订单接不完",
"shortTitle": "联茂加速产能投资 陈进财：最大的机会在于订单接不完",
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"description": "台湾 PCB 产业除了受 AI、高速网通、卫星通讯等高附加价值应用需求带动外，在 PCB 产业加速投资之下， PCB产业在泰国的聚落成型，PCB全制程厂、CCL板材厂甚至设备厂都积极在泰国投资，联茂董事长陈进财今(8)日指出，联茂在泰国的投资持续进行中，2029年每月产能将到每月180万张。 联茂董事长陈进财指出，随着终端市场对于 PCB 和CCL 的需求和规格不断加速扩增，联茂积极扩充无锡与泰国厂，预计2026/2027/2028/2029年底集团月产能分别达570万/630万/825万/91",
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"content": "<p>台湾 PCB 产业除了受 AI、高速网通、卫星通讯等高附加价值应用需求带动外，在 PCB 产业加速投资之下， PCB产业在泰国的聚落成型，PCB全制程厂、CCL板材厂甚至设备厂都积极在泰国投资，联茂董事长陈进财今(8)日指出，联茂在泰国的投资持续进行中，2029年每月产能将到每月180万张。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6624729/l/8c881619680a879cf9bf44fbea8b3706.jpg\" alt=\"联茂加速产能投资 陈进财：最大的机会在于订单接不完\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>联茂董事长陈进财指出，随着终端市场对于 PCB 和CCL 的需求和规格不断加速扩增，联茂积极扩充无锡与泰国厂，预计2026/2027/2028/2029年底集团月产能分别达570万/630万/825万/915万张。</p>\n\n<p>陈进财指出，目前联茂的最大的机会在于订单接不完，但最大的挑战在于包括上游原物料玻纤及铜箔的供应吃紧。</p>\n\n<p>而目前在特殊CCL品项的全球最大为台光电市占率20%，而联茂以15.9%居第二位。</p>\n\n<p>目前大型铜箔基板厂包括上游包括富乔 (1815-TW)、联茂、台燿(6274-TW)及腾辉-KY(6670-TW)都到泰国投资设厂，台光电(2383-TW)的东亚投资选择则在马来西亚。而包括华通(2313-TW)、金像电(2368-TW)、欣兴(3037-TW)、臻鼎-KY(4958-TW)、敬鹏(2355-TW)等大型 PCB 全制程业者，都积极在泰国持续大力投资，联茂在泰国的设厂提供产能则占有在巴真府的地利之便。</p>\n\n<p>同时，牧德(3563-TW)、迅得(6438-TW)设备厂也到泰国。</p>\n\n<p>台湾电路板协会(TPCA)指出，泰国目前为东南亚最大的 PCB 生产基地，2025 年 PCB 产值已达 50.6 亿美元，年增 22.4%，占全球产值约 5.4%。其成长动能主要来自台资、陆资厂新产能开出，带动 AI 伺服器、高速网通与卫星通讯等高阶应用在泰国生产比重快速提升。预估在 AI 基础建设需求延续、资料中心与云端服务投资增加，以及全球供应链分散布局趋势下，2026 年泰国 PCB 产值将进一步成长至 60.9 亿美元，年增 20.4%。</p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/hour/article-19217.html\" title=\"〈贵金属盘后〉美元升值、美债殖利率仍高 黄金跌到两个月低点\">〈贵金属盘后〉美元升值、美债殖利率仍高 黄金跌到两个月低点</a></li>\n <li><a href=\"/hour/article-19268.html\" title=\"重返全球仍有4阻碍！余承东：华为麒麟9050 Pro用LogicFolding、鸿蒙年底破亿台 手机与升腾抢先进产能\">重返全球仍有4阻碍！余承东：华为麒麟9050 Pro用LogicFolding、鸿蒙年底破亿台 手机与升腾抢先进产能</a></li>\n <li><a href=\"/hour/article-19319.html\" title=\"一周至少12起！荷姆兹油轮遇袭次数 创开战以来单周新高\">一周至少12起！荷姆兹油轮遇袭次数 创开战以来单周新高</a></li>\n <li><a href=\"/hour/article-19269.html\" title=\"7-11不敌竞争对手 关闭印度全部门市\">7-11不敌竞争对手 关闭印度全部门市</a></li>\n <li><a href=\"/hour/article-19218.html\" title=\"诺贝尔和平奖倒数2天 川普再喊话：我应该得奖 但不确定会不会颁给我\">诺贝尔和平奖倒数2天 川普再喊话：我应该得奖 但不确定会不会颁给我</a></li>\n <li><a href=\"/hour/article-19301.html\" title=\"对美出口锐减 德国8月出口意外下降0.8%\">对美出口锐减 德国8月出口意外下降0.8%</a></li>\n </ul>\n</div>",
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