[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"status-days":3,"theme-foundry":32,"theme-heat-foundry":319},[4,18],{"date":5,"taiex_close":6,"taiex_chg":7,"taiex_chg_pct":8,"advancers":9,"decliners":10,"unchanged":11,"stocks":12,"turnover_sum":13,"margin_balance":14,"margin_chg":15,"short_balance":16,"short_chg":17},"2026-10-12",49301.96,-11.480000000003201,-0.00023279657634922568,868,916,158,1971,1044705369816,9174215,2895,175930,1165,{"date":19,"taiex_close":20,"taiex_chg":21,"taiex_chg_pct":22,"advancers":23,"decliners":24,"unchanged":25,"stocks":26,"turnover_sum":27,"margin_balance":28,"margin_chg":29,"short_balance":30,"short_chg":31},"2026-10-13",48341.31,-960.6500000000015,-0.019485026558781926,444,1337,161,1975,1306098703553,9070158,-104057,168869,-7061,{"id":33,"slug":34,"name":35,"category":36,"summary":39,"members":40,"ret_1d":41,"ret_5d":42,"ret_20d":43,"ret_60d":44,"up":45,"down":40,"flat":45,"mcap":46,"turnover":47,"spark":48,"verified_at":109,"updated_at":110,"as_of":19,"description":111,"facts":112,"drivers":122,"trends":126,"index_base_date":130,"published_at":131,"segments":132,"upstream":277,"downstream":303,"changes":316,"chips":317},1,"foundry","晶圓代工",{"slug":37,"name":38},"semi-fab","半導體製造","替 IC 設計公司把電路做成晶圓，台灣在先進製程與成熟製程都有代表廠。",10,-0.049549374882291525,-0.07509154653200056,0.08431428922640083,-0.0931755343940539,0,67969002944088,166330184503,[49,50,51,52,53,54,55,56,57,58,59,60,61,62,63,64,65,66,67,68,69,70,71,72,73,74,75,76,77,78,79,80,81,82,83,84,85,86,87,88,89,90,91,92,93,94,95,96,97,98,99,100,101,102,103,104,105,106,107,108],192.26,184.06,185.52,191.81,186.7,174.33,175.89,159.73,144.89,138.91,151.02,152.31,160.68,168.68,168.11,162.05,165.44,165.14,173.61,179.34,178.72,181.83,176.8,171.27,171.78,169.54,174.21,172.72,173.78,174.06,175.56,172.71,180.53,174.04,170.4,175.14,180.15,177.01,179.08,178.41,176.21,175.52,173.33,179.32,182.93,189.84,189.78,193.22,193.73,195.62,198.71,203.28,205.72,210.45,209.16,209.01,211.88,207.51,203.54,193.45,null,"2026-10-14T02:09:00.442540+08:00","晶圓代工是半導體價值鏈的中樞：上游接矽晶圓、設備與耗材，下游接 IC 設計公司與封測廠。先進製程由少數業者寡占，成熟製程則有多家業者競爭，景氣循環與產能利用率是觀察重點。",[113,116,119],{"label":114,"value":115},"商業模式","依晶圓片數與製程計價",{"label":117,"value":118},"關鍵指標","產能利用率、先進製程營收占比",{"label":120,"value":121},"主要客戶","手機、HPC、車用 IC 設計公司",[123,124,125],"AI 加速器與高效能運算晶片採用最先進製程，帶動先進製程需求","車用與工業應用穩定使用成熟製程","各國推動在地化產能，帶動海外建廠",[127,128,129],"先進製程與先進封裝綁在一起銷售，整合度提高","成熟製程面對新產能開出，價格競爭加劇","特殊製程（功率、感測、嵌入式記憶體）成為成熟製程廠的差異化方向","2023-12-29","2026-10-14T02:09:00.514315+08:00",[133,193,220,271],{"id":33,"tier":134,"name":135,"description":136,"members":137},"upstream","矽晶圓","晶圓代工的主要原料，12 吋與 8 吋拋光片、磊晶片。",[138,153,168,179],{"code":139,"name":140,"role":141,"relevance":142,"note":143,"industry":144,"close":145,"chg_pct":146,"ret_5d":147,"ret_20d":148,"mcap":149,"turnover":150,"signals":151},"6488","環球晶","leader","high","全球前幾大矽晶圓廠","半導體業",1015,-0.08968609865470856,-0.13983050847457634,0.10687022900763354,485285430875,15986346465,[152],"eps_yoy",{"code":154,"name":155,"role":156,"relevance":142,"note":157,"industry":144,"close":23,"chg_pct":158,"ret_5d":159,"ret_20d":160,"mcap":161,"turnover":162,"signals":163},"3532","台勝科","niche","12 吋矽晶圓",-0.08547888774459322,-0.054313099041533586,0.08292682926829253,172204645200,3131792027,[164,165,152,166,167],"rev_yoy","rev_yoy_3m","foreign_buy_5d","holders_up",{"code":169,"name":170,"role":156,"relevance":142,"note":171,"industry":144,"close":172,"chg_pct":173,"ret_5d":174,"ret_20d":175,"mcap":176,"turnover":177,"signals":178},"6182","合晶","8 吋與 12 吋矽晶圓",116,-0.06451612903225801,-0.11787072243346008,0.06912442396313367,72535449600,5439844765,[164,165,152,166],{"code":180,"name":181,"role":156,"relevance":182,"note":183,"industry":144,"close":184,"chg_pct":185,"ret_5d":186,"ret_20d":187,"mcap":188,"turnover":189,"signals":190},"3016","嘉晶","mid","磊晶矽晶圓",168,-0.06145251396648044,-0.07438016528925606,0.5272727272727273,48779959200,3055422519,[164,165,152,166,191,192,167],"trust_buy_5d","foreign_streak_3d",{"id":194,"tier":134,"name":195,"description":196,"members":197},2,"製程耗材與再生晶圓","CMP 研磨相關耗材、再生晶圓與晶圓回收服務。",[198,210],{"code":199,"name":200,"role":141,"relevance":182,"note":201,"industry":202,"close":203,"chg_pct":204,"ret_5d":205,"ret_20d":206,"mcap":207,"turnover":208,"signals":209},"1560","中砂","CMP 鑽石碟與再生晶圓","電機機械",950,-0.04999999999999993,-0.08653846153846145,0.29604365620736695,142775025000,1840274013,[164,165,152,166,192,167],{"code":211,"name":212,"role":156,"relevance":142,"note":213,"industry":144,"close":214,"chg_pct":215,"ret_5d":215,"ret_20d":216,"mcap":217,"turnover":218,"signals":219},"8028","昇陽半導體","再生晶圓與晶圓薄化",276,-0.019538188277086976,0.2026143790849675,49513318908,963341843,[164,165,152,166,191,167],{"id":221,"tier":222,"name":223,"description":224,"members":225},3,"midstream","晶圓代工廠","依客戶設計製造晶圓，涵蓋先進製程與成熟、特殊製程。",[226,237,248,259],{"code":227,"name":228,"role":141,"relevance":142,"note":229,"industry":144,"close":230,"chg_pct":231,"ret_5d":232,"ret_20d":233,"mcap":234,"turnover":235,"signals":236},"2330","台積電","先進製程與先進封裝",2490,-0.019685039370078594,-0.03300970873786402,0.018461670382438733,64571601549000,101680302000,[164,165,152,191,167],{"code":238,"name":239,"role":141,"relevance":142,"note":240,"industry":144,"close":241,"chg_pct":242,"ret_5d":243,"ret_20d":244,"mcap":245,"turnover":246,"signals":247},"2303","聯電","成熟與特殊製程",141.5,-0.027491408934707917,-0.07213114754098371,-0.007017543859649145,1779643363350,19152109392,[164,165,152],{"code":249,"name":250,"role":156,"relevance":142,"note":251,"industry":144,"close":252,"chg_pct":253,"ret_5d":254,"ret_20d":255,"mcap":256,"turnover":257,"signals":258},"5347","世界","8 吋特殊製程，電源管理與驅動 IC",175,-0.03314917127071826,-0.048913043478260754,0.08359133126934992,328737883600,3109084095,[164,165,152,166,167],{"code":260,"name":261,"role":262,"relevance":142,"note":263,"industry":144,"close":264,"chg_pct":265,"ret_5d":266,"ret_20d":267,"mcap":268,"turnover":269,"signals":270},"6770","力積電","challenger","記憶體與邏輯代工",67.5,-0.054621848739495826,-0.10949868073878632,-0.08163265306122447,317926319355,11971667384,[164,165,152],{"id":272,"tier":273,"name":274,"description":275,"members":276},4,"downstream","IC 設計客戶","委託代工的 IC 設計公司，見「客製 ASIC 與矽智財」「HPC 與網通 IC」。",[],[278,285,291,297],{"id":272,"slug":279,"name":280,"category":281,"ret_1d":284},"asic-ip","客製 ASIC 與矽智財",{"slug":282,"name":283},"ic-design","IC 設計",-0.03951714749404581,{"id":286,"slug":287,"name":288,"category":289,"ret_1d":290},5,"hpc-network-ic","HPC 與網通 IC",{"slug":282,"name":283},-0.00758673566106835,{"id":292,"slug":293,"name":294,"category":295,"ret_1d":296},27,"semi-equipment","半導體設備與廠務工程",{"slug":37,"name":38},-0.0363783481989333,{"id":298,"slug":299,"name":300,"category":301,"ret_1d":302},28,"semi-materials","半導體材料與特化",{"slug":37,"name":38},-0.009161755645321274,[304,311],{"id":194,"slug":305,"name":306,"category":307,"ret_1d":310},"cowos","CoWoS 先進封裝",{"slug":308,"name":309},"packaging","先進封測",-0.045916230405822434,{"id":221,"slug":312,"name":313,"category":314,"ret_1d":315},"osat","封測代工",{"slug":308,"name":309},-0.028481317325274924,[],{"members":40,"foreign_buy_count":318,"trust_buy_count":221,"holders_up_count":318},6,{"group":320,"key":34,"name":35,"period":321,"ret":41,"stocks":322},"theme","1d",[323,324,325,326,327,328,329,330,331,332],{"code":199,"name":200,"ret":204,"mcap":207,"turnover":208,"close":203,"chg_pct":204},{"code":238,"name":239,"ret":242,"mcap":245,"turnover":246,"close":241,"chg_pct":242},{"code":227,"name":228,"ret":231,"mcap":234,"turnover":235,"close":230,"chg_pct":231},{"code":180,"name":181,"ret":185,"mcap":188,"turnover":189,"close":184,"chg_pct":185},{"code":154,"name":155,"ret":158,"mcap":161,"turnover":162,"close":23,"chg_pct":158},{"code":260,"name":261,"ret":265,"mcap":268,"turnover":269,"close":264,"chg_pct":265},{"code":211,"name":212,"ret":215,"mcap":217,"turnover":218,"close":214,"chg_pct":215},{"code":249,"name":250,"ret":253,"mcap":256,"turnover":257,"close":252,"chg_pct":253},{"code":169,"name":170,"ret":173,"mcap":176,"turnover":177,"close":172,"chg_pct":173},{"code":139,"name":140,"ret":146,"mcap":149,"turnover":150,"close":145,"chg_pct":146}]