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半導體設備五巨頭之一的應用材料 (AMAT) 公布最新季報，表現非常亮眼，不僅高於自己的財測數據，也超過整體市場的預估值，但在高基期的前提下，未來的成長動能還能延續嗎？此外，這一集我們也幫大家彙整半導體設備龍頭公司們對整體產業的觀點，並討論台股上游產業鏈的未來展望。 聽眾若想參與討論我們的 podcast ，可以上臉書搜尋「財報狗智囊團」，喜歡的話記得按下訂閱，並分享給親朋好友，我們會不定期在社團中分享我們的看法。 更多產業和公司消息，請上財報狗網站：https://statementdog.com/blog
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