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                            <h1 class="h6 herald-mod-h herald-color">Tag • 訂單</h1>
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                               title="客戶下單需求強、研華在手訂單旺！法說會後今一度攻漲停飆天價">
                                <img src="/uploads/images/20260507/10c85cb0a4be2be69b.png" alt="客戶下單需求強、研華在手訂單旺！法說會後今一度攻漲停飆天價"/>
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                                        客戶下單需求強、研華在手訂單旺！法說會後今一度攻漲停飆天價                                    </a>
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                                    <div class="meta-item herald-date"><span class="updated">2026-05-07</span>
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                                <p> 研華昨日舉行法說會，研華在手訂單旺，客戶下單需求強勁，高層指出，首季整體接單出貨比值高達1.77，而截至5月就有高達13億美元訂單，也激勵今（7）日股價，研華開盤不久衝上漲停，股價飆出450元新天價...</p>
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                                       title="研華在手訂單旺！截至目前達13億美元　記憶體、電力為成長新動能">
                                        <img src="/uploads/images/20260507/57447ccc9eee47de35.png" alt="研華在手訂單旺！截至目前達13億美元　記憶體、電力為成長新動能"/>
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                                            研華在手訂單旺！截至目前達13億美元　記憶體、電力為成長新動能                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-05-07</span>
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                                    <p> 工業電腦大廠研華今（6）日舉行法說會，因供應鏈波動及漲價效應，客戶下單需求積極，提前拉貨效應也持續，研華指出，截至5月就有高達13億...</p>
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                                            台積電壓力真的來了？傳三星4奈米良率飆至80%、奪多家大廠訂單                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-05-02</span>
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                                            友達第一季虧損11.4億　董座：下半年訂單能見度低、審慎看待市況                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-05-01</span>
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                                    <p> 面板大廠友達今（30）日舉行法說會，並公布第一季歸屬母公司業主之淨損11.4億元，每股損失0.15元，第一季毛利11.9%，本季雖毛...</p>
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                                        <img src="/uploads/images/20260416/ddbed2b421c339b2eb.png" alt="傳漲價、成熟製程訂單外溢　聯電爆量衝漲停！排隊買單逾2.6萬張"/>
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                                            傳漲價、成熟製程訂單外溢　聯電爆量衝漲停！排隊買單逾2.6萬張                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-04-16</span>
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                                    <p> 成熟製程第二季開始可能漲價，且受惠台積電訂單外溢等利多，聯電今（16）日開盤不久便衝漲停，股價鎖死在68.3元，截至午盤成交量更高達...</p>
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                                       title="記憶體旺！南亞科總座：DRAM價格Q2雙位數成長　訂單無法滿足客戶">
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                                            記憶體旺！南亞科總座：DRAM價格Q2雙位數成長　訂單無法滿足客戶                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-04-14</span>
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                                    <p> 記憶體榮景依舊不滅！南亞科今（13）日舉行法說會，總經理李培瑛仍看好DRAM價格未來走勢，他預期，第二季價格將比第一季「更好」，很有...</p>
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                                        <img src="/uploads/images/20260413/79a66466a6212926a3.png" alt="韓媒指三星2奈米良率仍未達60%！高通訂單恐丟失、將回歸台積電"/>
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                                            韓媒指三星2奈米良率仍未達60%！高通訂單恐丟失、將回歸台積電                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-04-13</span>
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                                    <p> 半導體巨頭三星與台積電正在2奈米製程方面展開較勁，韓媒披露，三星電子的2奈米製程正遭遇60%量產門檻的瓶頸，目前良率維持在55%左右...</p>
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                                        <img src="/uploads/images/20260410/0b444b15799227ee0f.png" alt="史上最強單月！台積電3月營收4151.91億元年增45.2%　再創新高"/>
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                                            史上最強單月！台積電3月營收4151.91億元年增45.2%　再創新高                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-04-10</span>
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                                    <p> 台積電今（10）日公布3月合併營收約為4151.91億元，月增30.7%，年增45.2%。而累計第一季營收超過1.13兆元，一次寫下...</p>
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                                            中東戰爭讓群創提前拉貨？董座洪進揚：上半年訂單確實比想像中好                                        </a>
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                                                class="meta-item herald-date"><span class="updated">2026-04-08</span>
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                                    <p> 中東戰火不停歇，衝擊全球經濟、產業，不過，也讓部分產業受惠，群創董事長洪進揚今（8）日表示，戰爭對市場有產生影響，客戶必須備足充足的...</p>
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                                                class="meta-item herald-date"><span class="updated">2026-04-02</span>
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                                    <p> 經濟部今（20）日公布外銷訂單統計，2月外銷訂單達638.8億美元、年增23.8%，大幅優於原先預期，呈連續13個月正成長走勢。儘管...</p>
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