天天财经-提供金融入门知识-投资理财技巧-台股

零组件涨价恐压抑后市需求 TPK-KY深化客户分散降风险
2026-08-21 网络阅读（62）
触控模组厂TPK-KY(3673-TW)今(21)日召开法人说明会，指出由于记忆体及各类零组件价格持续走扬，促使终端品牌客户在第二季提前建立库存并出现小幅拉货效应。不过随着零组件涨价趋势一路延续至下半年，预期整体终端消费
TPK-KY中坜玻璃穿孔试产线9月营运泰国新厂明年初量产
2026-08-21 网络阅读（48）
触控模组厂TPK-KY(3673-TW)今(21)日举行法人说明会，TPK表示，公司正全力由传统消费性触控跨足半导体领域，旗下位于桃园中坜的玻璃穿孔技术（TGV）试产线预计于9月初正式开始营运，同时海外泰国新生产基地也预
AI诊断「落地」！卫福部与罗氏大厂签MOU 首波瞄准肾脏病推AI临床决策
2026-08-21 网络阅读（56）
卫生福利部今（21）日与罗氏医疗诊断设备公司签署合作备忘录（MOU），宣示结合台湾医疗数据标准化基础及国际数位医疗经验，首波合作瞄准慢性肾脏病照护，建立疾病风险分层与肾功能恶化预警机制。双方将透过公私协力（PPP）模式推
〈SEMICON〉徐秀兰：下一代半导体材料要在台湾先被定义隐形冠军不再隐形
2026-08-21 网络阅读（50）
SEMI半导体材料联盟理事长、环球晶(6488-TW)董事长徐秀兰今(21)日表示，半导体材料正迎来数十年来最精彩、最关键的发展阶段，随着先进制程、先进封装与AI应用快速演进，材料已从过去扮演「绿叶」的角色，逐步走向技术
台湾金联首度得标公办都更「文山静」斥7.54亿元估2033年完工
2026-08-21 网络阅读（51）
台湾金联资产管理公司积极响应政府都市更新政策，于8月20日获选「台北市文山区兴隆段三小段31-11地号等11笔土地公办都市更新案(文山静)」的最优申请人。
〈SEMICON〉台湾吃下全球3成的半导体材料市场首度成立材料联盟补上短板
2026-08-21 网络阅读（52）
SEMI今(21)日举行展前第三场论坛，全球行销长暨台湾区总裁曹世纶今日表示，随着AI、先进制程与先进封装快速发展，半导体材料的重要性持续提升，台湾2025年半导体材料消费金额达217亿美元，占全球市场近3成，已连续16
达明携手辉达举办VLA工作坊汇聚学研能量推升Physical AI在地研发能量
2026-08-21 网络阅读（52）
达明旗下 TM Academy (机器人培训中心)今日台北国际自动化工业大展期间，携手 AI大厂NVIDIA辉达 (NVDA-US)及6间大学举办「人形机器人 VLA 学研工作坊。
〈台股盘后〉台积电稳阵脚金融、航运股助攻低量续涨290点重返4万5
2026-08-21 网络阅读（59）
台股今日以44923.34点开低，盘中翻红最高涨至45254.84点，在台积电走扬，金融股、航运股强势表态，终场涨290.55点或0.65%，收45224.29点，站回4万5关卡，不过成交量再度量缩至7192.8亿元。
〈焦点股〉东典H1转亏为盈盘中走强大涨逾半根停板
2026-08-21 网络阅读（56）
东典光电今(21)日开高走高，早盘在资金簇拥下，股价明显走强一度大涨逾8％，盘中涨幅也超过5%，主要反映市场对光通讯与资料中心相关需求延续成长，上半年获利去年同期转亏为盈，EPS为0.27元。
〈焦点股〉瑞轩产品组合转型有成爆量攻涨停
2026-08-21 网络阅读（51）
〈焦点股〉瑞轩产品组合转型有成爆量攻涨停

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