{"schema":"hottub-news/story/v1","story":"st_kftwuvjjbhy7yufjcv5q","title":"PCB大缺貨！「14檔」上游材料大發利市","title_en":"PCB large shortage! Upstream materials for '14 gears' make big profits","outlets":1,"brief":null,"page":"https://hottub.news/stories/pcb-large-shortage-upstream-materials-for-14-gears-make-big-profits-kftwuvjjbh","count":1,"items":[{"id":"n_kftwuvjjbhy7yufjcv5q","seq":526185,"kind":"article","title":"PCB大缺貨！「14檔」上游材料大發利市","title_en":"PCB large shortage! Upstream materials for '14 gears' make big profits","url":"https://tw.news.yahoo.com/pcb%E5%A4%A7%E7%BC%BA%E8%B2%A8-14%E6%AA%94-%E4%B8%8A%E6%B8%B8%E6%9D%90%E6%96%99%E5%A4%A7%E7%99%BC%E5%88%A9%E5%B8%82-203600043.html","summary":"受惠於全球AI應用爆發及雲端資料中心資本支出大增，印刷電路板（PCB）產業鏈迎來結構性大缺貨與漲價循環。從高階玻纖布、銅箔到IC載板產能全數告急，推升整體產業鏈獲利爆發。市場法人看好金像電、台光電、台燿及欣興等14檔指標個股，預估隨AI算力需求持續攀升，相關上游材料與載板供應鏈的訂單能見度已延伸至2028年，獲利成長動能強勁，後市營運表現成為投資市場焦點。","published":"2026-09-28T20:36:00Z","seen":"2026-09-28T21:30:02Z","lang":"zh","country":"TW","source":{"id":"kite-tw-news-yahoo-com-ae7227","name":"tw.news.yahoo.com","domain":"tw.news.yahoo.com"},"via":"kite-tw-news-yahoo-com-ae7227","entities":[{"id":"Q173350","name":"printed circuit board","type":"other"}],"story":"st_kftwuvjjbhy7yufjcv5q","category":"economy-business","category_p":0.949999988079071,"sentiment":"positive","tone":0.1899999976158142,"political":0.03999999910593033}]}