台積電擴產帶動廠務工程鏈受惠股一次看

Yahoo Entertainment - 25. juni 2026

台積電擴產帶動廠務工程鏈受惠股一次看

[Newtalk新聞] 隨著全球AI伺服器與先進製程晶片需求持續升溫，台積電在台灣與海外同步擴建產能，帶動廠務工程與無塵室建置需求全面升級。台積電相關擴產計畫已形成龐大供應鏈商機，涵蓋統包工程、機電設備、系統整合到關鍵零組件。以下是分析師葉俊敏整理解析如圖一：在統包工程與先進封裝領域，漢唐（2404）與亞翔（6139）持續扮演領導角色。漢唐去年EPS達48.08元，今年第一季EPS為16.31元，在手訂單高達1939億元，主要負責台積電高雄廠、寶山廠及美國亞利桑那州廠的無塵室與系統工程。亞翔則累積超過2000億…

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