定錨產業筆記

MPI/LCP軟板

上游

PI/MPI膜

#<StockCompany::ActiveRecord_Associations_CollectionProxy:0x0000702688130550>

LCP樹脂

#<StockCompany::ActiveRecord_Associations_CollectionProxy:0x00007026881a74c0>

LCP樹脂膜

#<StockCompany::ActiveRecord_Associations_CollectionProxy:0x00007026881a18e0>

中游

PI/MPI FCCL

#<StockCompany::ActiveRecord_Associations_CollectionProxy:0x000070268822b360>

LCP FCCL

#<StockCompany::ActiveRecord_Associations_CollectionProxy:0x0000702688225d48>

下游

PI/MPI軟板

#<StockCompany::ActiveRecord_Associations_CollectionProxy:0x000070268824d910>

LCP軟板

#<StockCompany::ActiveRecord_Associations_CollectionProxy:0x0000702688242ab0>

台股產業週報 2026/10/11

2026-10-11

1. 根據定錨研調,受限於成熟製程晶圓代工、封測產能瓶頸,Diodes、On Semi、Infineon、Rohm…...等國外IDM廠在Low Voltage MOSFET、High Voltage MOSFET、Small Signal MOSFET、TVS、ESD、二極體......等零組件供給持續吃緊,多數產品線交期已超過52週。

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