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@john888000: 高階玻纖布缺貨又有損耗問題，輝達先測PTFE，但PTFE太難貼合、難做多層板，所以現在又加入HC一起測，HC比較好加工但偏脆，目前生益、滬電進度領先，台虹、台光電也持續送樣驗證 重點是【HC出來≠PTFE出局】未來更可能是PTFE、HC或Hybrid並存，台虹公司派近3個月已大買約1.5萬張👀#台股 #股市

林睿閎John
林睿閎John
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Thursday 01 October 2026 12:37:39 GMT
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eritan969
孤獨俠 :
消息放出來是準備出貨了嗎
2026-10-01 15:33:12
1
cbd426
c8763 :
6788
2026-10-02 01:41:20
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