Powertech

14 atoms · 跨 4 天 · 首见 2026-04-22 · 最近 2026-05-27

三色: 🟦 fact 11 · 🟥 take 3 · stance ▲7/▼0/◆5

来源: X 14

时态: fresh:11 · aging:2 · stale:1

标签: 好信源:7 · 好数字:4 · 好观点:3 · 好思考:2

叙事 (narrative) (3)

• 2026-05-11 ⭐ [老化中] · 土地需求评估
  If true, Powertech would want the land only, not the plant. An old tire factory simply cannot be used for chip packaging – there’s no cleanroom space. The land is already zoned for industry, and being used for heavy industry now, offers power and water rights increasingly difficult to obtain.
  tags: 好思考·好观点 · → daily
• 2026-05-11 [老化中] · 工厂购买传闻
  Rumor: Powertech, Taiwan’s 2nd biggest chip packaging firm, bought a factory site from Bridgestone (Taiwan) for NT$5.72 billion (US$180 million) to expand capacity for FOPLP (Fan-out Panel-Level-Packaging) advanced packaging
  tags: 好观点·好信源 · → daily
  value: qty=NT$5.72B (US$180M) · date=2026-05-12
• 2026-05-27 · AMD Zen 7 evaluation potential validation
  Powertech, AMD's Zen 7 evaluation is a major potential validation
  tags: 好思考 · → daily

立场 (position) (1)

事实 (fact) (10)

• 2026-04-28 · 2026年资本开支预算
  raised its 2026 capex budget to NT$50 billion from NT$40B previously
  tags: 好数字 · → daily
  value: qty=NT$50 billion · date=2026
• 2026-04-28 · 全线产品涨价
  is hiking prices across all product lines to keep up with rising packaging materials and gold wire costs
  tags: 好信源 · → daily
  value: direction=up
• 2026-04-28 · FOPLP先进封装良率
  its new FOPLP advanced packaging, with yields over 95%
  tags: 好数字 · → daily
  value: qty=over 95%
• 2026-04-28 · FOPLP客户验证时间
  expected to see customer validation in the 2nd half
  tags: 好信源 · → daily
  value: date=2nd half 2026
• 2026-04-28 · FOPLP出货时间
  start shipping in 2027
  tags: 好信源 · → daily
  value: date=2027
• 2026-04-28 · CPO解决方案完成
  work on its CPO (co-packaged optics) solution is done
  tags: 好信源 · → daily
  value: date=now
• 2026-04-28 · CPO量产时间
  sees mass production in 2027-2028
  tags: 好信源 · → daily
  value: date=2027-2028
• 2026-04-28 · 第一季 EPS
  1st quarter EPS NT$2.50 beat expectations
  tags: 好数字 · → daily
  value: qty=NT$2.50 · date=Q1 2026
• 2026-04-28 · 营收和毛利率季度展望
  revenue and gross margins will rise each quarter this year due to strong AI demand
  tags: 好信源 · → daily
  value: direction=up
• 2026-05-27 · achieved volume production PiFO technology year
  Powertech achieved volume production as early as 2019 under its PiFO technology
  tags: 好数字 · → daily
  value: date=2019

时间轴 (近 20)

• 2026-05-27 · fact · achieved volume production PiFO technology year · → daily
• 2026-05-27 · narrative · AMD Zen 7 evaluation potential validation · → daily
• 2026-05-11 · narrative · 工厂购买传闻 · → daily
• 2026-05-11 · narrative · 土地需求评估 · → daily
• 2026-04-28 · fact · 2026年资本开支预算 · → daily
• 2026-04-28 · fact · 全线产品涨价 · → daily
• 2026-04-28 · fact · FOPLP先进封装良率 · → daily
• 2026-04-28 · fact · FOPLP客户验证时间 · → daily
• 2026-04-28 · fact · FOPLP出货时间 · → daily
• 2026-04-28 · fact · CPO解决方案完成 · → daily
• 2026-04-28 · fact · CPO量产时间 · → daily
• 2026-04-28 · fact · 第一季 EPS · → daily
• 2026-04-28 · fact · 营收和毛利率季度展望 · → daily
• 2026-04-22 · position · preference over ChipMOS · → daily

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