產業報告連結：https://statementdog.com/industry_reports/16 本季科林研發交出優於財測的營運內容。不過指引暗示下半年將進入衰退。半導體設備受景氣影響較慢，受到關稅影響導致製造成本增加，以及受到同業 TEL 的競爭，預期科林研發將從下半年開始至 2026 年營運開始轉為衰退。 00:12 本次觀察科林研發主要關注的重點。 04:56 展望下一季，儘管公司預期仍會繼續保持成長，但指引暗示下半年將進入衰退。 11:11 探討當前的半導體循環處於什麼階段？本輪循環在關稅干擾下宣告結束了嗎？ 21:00 由於科林研發位於產業鏈上游對景氣較不敏感，加上受到關稅影響導致製造成本增加，又受到同業 TEL 的競爭，預期從下半年開始至 2026 年營運開始轉為衰退。 37:24 付費報告解析哪些產業鏈內容？ ＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿ ￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣ Podcast 回饋表單：https://statementdog.cc/PMOa8 Podcast 業務合作聯絡信箱：[email protected]
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