天天财经-提供金融入门知识-投资理财技巧-台股

村田将停产部分消费性及车用MLCC 台厂喜迎转单
2026-09-10 网络阅读（39）
村田停产部分消费性及车用MLCC 台厂可望喜迎转单
7月才创高、8月又守高档！宸曜(6922)营收年增59%，边缘AI需求真的起来了？
2026-09-10 网络阅读（40）
宸曜(6922-TW)8月营收成绩单出炉，单月合并营收达2.66亿元、年增58.97%，在7月刚写下历史新高后，8月不仅没有明显降温，仍稳居历史单月次高；累计前8月营收16.85亿元、年增45.93%，营运增速持续维持高档。更值得注意的是，根据优分析月营收追踪图表，宸曜(6922-TW)8月营收高于原先预估52.5%，累计营收也超出法人预估31.1%，虽然最近一次预估停留在3月16日，可能尚未反映后续接单转强，却也显示今年实际出货速度已明显超前原先假设。营收高出预期52.5%，边
村田为何突然停产部分MLCC？国巨(2327)、华新科(2492)迎转单潮，4档受惠股一次看
2026-09-10 网络阅读（40）
2026年09月10日（优分析／产业数据中心报导）⸺ 全球MLCC龙头村田制作所传出，将于2026会计年度启动产品线调整，逐步停止生产部分GRM、GRJ、GRT、GXM、GXT、GCM、GCJ、GCG及ZRA系列料号，涵盖一般消费电子、工业及部分车用产品。消息曝光后，市场开始关注国巨、华新科、禾伸堂与信昌电等台厂，是否有机会承接村田退出后的订单。不过，这次停产并不代表MLCC需求转弱，也不是村田全面退出相关市场，而是龙头厂正在重新分配有限产能，将资源转向需求更强、技术门槛与毛利率更高的产品。
制鞋厂中杰-KY扩产仍以双印为重点估2027年毛利率可望获改善
2026-09-10 网络阅读（41）
制鞋厂中杰-KY(6965-TW)今(10)日召开法说会，中杰-KY在越南经营并扩充产能已有稳固基础，公司指出，现阶段在扩产上以印尼及印度为海外重点地区，且有国际户外鞋品客户对印尼的产能开出有高度兴趣。
10年3000亿推晶片驱动方案卓揆喊话升级半导体软硬实力投资矽光子与量子关键技术
2026-09-10 网络阅读（42）
行政院长卓荣泰今（10）日在行政院会听取国家科学及技术委员会「晶片驱动-全台半导体核心设施建置及前瞻晶片设计软体开发」报告后表示，政府规划至2033年投入3000亿元，推动「全台半导体核心设施建置」与「前瞻晶片设计软体开
Gogolook 8月营收写新猷看好下半年业绩动能强于上半年
2026-09-10 网络阅读（40）
Gogolook 8月营收写新猷看好下半年业绩动能强于上半年
华硕积极打造全方位AI生态系第三度登上《TIME》全球最佳企业
2026-09-10 网络阅读（40）
华硕(2357-TW)今(10)日宣布，第三度入选《TIME》杂志「全球最佳企业（World’s Best Companies）」榜单。此项殊荣旨在表彰于员工满意度、营收成长及永续资讯透明度等面向表现优异的标竿企业，再度
AI水冷模组订单激增荣惠-KY8月营收2.42亿元再登顶年增85%
2026-09-10 网络阅读（40）
荣惠-KY今(10)日公布最新营收资讯，2026 8月营收2.42亿元，再创单月历史新高，月增31.04%、年增84.99%，主要是受惠AI伺服器需求强劲并新增美系客户，水冷模组相关出货激增，带动业绩走扬。
台湾大商务长林东闵：iPhone Duo CP值高预告iPhone 18 Pro货量将较去年多
2026-09-10 网络阅读（40）
苹果举办秋季新品发表会，台湾大个人用户事业商务长林东闵今天针对iPhone Duo价格指出，74900元价格虽不亲民，但规格及性能来看，真的不贵。此外，他也透露，台湾大今年在iPhone 18 Pro的货量将较去年多。
全家餐饮旗下三大品牌齐攻 8月营收冲新高
2026-09-10 网络阅读（40）
全家餐饮旗下三大品牌齐攻 8月营收冲新高

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