聚焦伯恩斯坦_ABF基板:CPU复兴推动ABF短缺;上调Yaskawa目标价至23,900日元。For Unimicron (Outperform), We estimate ABF substrate ASP hike will accelerate from 5% QoQ in 1Q26 to 7-10% QoQ through 2026 driven by a ~30% raw material cost hike from 2Q and a richer high-end ABF mix. We assume a more gradual margin recovery vs.
聚焦伯恩斯坦_ABF基板:CPU复兴推动ABF短缺;上调Yaskawa目标价至23,900日元。For Unimicron (Outperform), We estimate ABF substrate ASP hike will accelerate from 5% QoQ in 1Q26 to 7-10% QoQ through 2026 driven by a ~30% raw material cost hike from 2Q and a richer high-end ABF mix. We assume a more gradual margin recovery vs.
聚焦伯恩斯坦_ABF基板:CPU复兴推动ABF短缺;上调Yaskawa目标价至23,900日元。For Unimicron (Outperform), We estimate ABF substrate ASP hike will accelerate from 5% QoQ in 1Q26 to 7-10% QoQ through 2026 driven by a ~30% raw material cost hike from 2Q and a richer high-end ABF mix. We assume a more gradual margin recovery vs.
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重点分析了CPU、伯恩斯坦_ABF基板、CPU复兴推动ABF短缺等议题。