TG Telegram Group & Channel
[메리츠 Tech 김선우, 양승수, 김동관] | United States America (US)
Create: Update:

[메리츠증권 전기전자/IT부품 양승수]

▶ Taiwan copper foil maker Co-Tech sees stable AI server demand despite industry headwinds

- 대만 동박업체 Co-Tech Development, 업계 전반의 중국의 과잉 공급으로 인한 가격 경쟁은 계속되나 2025년 하반기까지 AI 서버에 사용되는 특수 동박에 대한 주문은 꾸준히 증가할 것으로 예상

- Co-Tech는 첨단 전자 제품용 고주파, 고속 동박 분야에서 수익성 있는 틈새 시장을 개척, 이러한 특수 동박 분야에서 전 세계 서버 시장의 50%를 점유 중

- 최근 5G 네트워크 및 AI 애플리케이션 수요 증가로 Co-Tech의 초저조도 동박 제품 주문이 지속 증가

- 현재 초저조도 동박 제품의 월 생산량은 200톤이며, 2026년 초까지 윈린 과학산업단지에 40억 대만달러(미화 1억 3,460만 달러) 규모의 시설 투자를 통해 300톤으로 확대할 계획

https://buly.kr/4FsfpMU (Digitimes)

* 본 내용은 당사의 코멘트 없이 국내외 언론사 뉴스 및 전자공시자료 등을 인용한 것으로 별도의 승인 절차 없이 제공합니다

[메리츠 Tech 김선우, 양승수, 김동관]
[메리츠증권 전기전자/IT부품 양승수]

▶ Taiwan copper foil maker Co-Tech sees stable AI server demand despite industry headwinds

- 대만 동박업체 Co-Tech Development, 업계 전반의 중국의 과잉 공급으로 인한 가격 경쟁은 계속되나 2025년 하반기까지 AI 서버에 사용되는 특수 동박에 대한 주문은 꾸준히 증가할 것으로 예상

- Co-Tech는 첨단 전자 제품용 고주파, 고속 동박 분야에서 수익성 있는 틈새 시장을 개척, 이러한 특수 동박 분야에서 전 세계 서버 시장의 50%를 점유 중

- 최근 5G 네트워크 및 AI 애플리케이션 수요 증가로 Co-Tech의 초저조도 동박 제품 주문이 지속 증가

- 현재 초저조도 동박 제품의 월 생산량은 200톤이며, 2026년 초까지 윈린 과학산업단지에 40억 대만달러(미화 1억 3,460만 달러) 규모의 시설 투자를 통해 300톤으로 확대할 계획

https://buly.kr/4FsfpMU (Digitimes)

* 본 내용은 당사의 코멘트 없이 국내외 언론사 뉴스 및 전자공시자료 등을 인용한 것으로 별도의 승인 절차 없이 제공합니다
DIGITIMES
Taiwan copper foil maker Co-Tech sees stable AI server demand despite industry headwinds
Taiwan-based Co-Tech Development said Monday it expects steady orders for specialized copper foils used in AI servers through the second half of 2025, even as the broader industry grapples with Chinese oversupply and price competition.
hottg.com/merITz_tech/12871
1.4K views


>>Click here to continue<<

[메리츠 Tech 김선우, 양승수, 김동관]





Share with your best friend
VIEW MORE

What is Telegram Possible Future Strategies?

Cryptoassets enthusiasts use this application for their trade activities, and they may make donations for this cause.If somehow Telegram do run out of money to sustain themselves they will probably introduce some features that will not hinder the rudimentary principle of Telegram but provide users with enhanced and enriched experience. This could be similar to features where characters can be customized in a game which directly do not affect the in-game strategies but add to the experience.

[메리츠증권 전기전자/IT부품 양승수]

[메리츠 Tech 김선우, 양승수, 김동관] TG
Webview: 12871
Telegram TG Webview: hottg.com/merITz_tech/webview
Telegram TG Channel: [메리츠 Tech 김선우, 양승수, 김동관]
Telegram Updated:

United States America Popular Telegram Group (US)



Telegram Q&A
Q: How does hottg.com work?
Once you've set up a username, you can give people a hottg.com/username link. Opening that link on their phone will automatically fire up their Telegram app and open a chat with you. You can share username links with friends, write them on business cards or put them up on your website.This way people can contact you on Telegram without knowing your phone number.

With Telegram, you can send messages, photos, videos and files of any type (doc, zip, mp3, etc), as well as create groups for up to 200,000 people or channels for broadcasting to unlimited audiences. You can write to your phone contacts and find people by their usernames. As a result, Telegram is like SMS and email combined — and can take care of all your personal or business messaging needs. In addition to this, we support end-to-end encrypted voice calls.

Q: What is Telegram? What do I do here?

Telegram is a messaging app with a focus on speed and security, it’s super-fast, simple and free. You can use Telegram on all your devices at the same time — your messages sync seamlessly across any number of your phones, tablets or computers.

Q: Who is Telegram for?

Telegram is for everyone who wants fast and reliable messaging and calls. Business users and small teams may like the large groups, usernames, desktop apps and powerful file sharing options. You can appoint admins with advanced tools to help these communities prosper in peace. Public groups can be joined by anyone and are powerful platforms for discussions and collecting feedback.In case you're more into pictures, Telegram has animated gif search, a state of the art photo editor, and an open sticker platform (find some cool stickers here or here). What's more, there is no need to worry about disk space on your device. With Telegram's cloud support and cache management options, Telegram can take up nearly zero space on your phone.

Q: How is Telegram different from WhatsApp?

Unlike WhatsApp, Telegram is a cloud-based messenger with seamless sync. As a result, you can access your messages from several devices at once, including tablets and computers, and share an unlimited number of photos, videos and files (doc, zip, mp3, etc.) of up to 2 GB each. And if you don't want to store all that data on your device, you can always keep it in the cloud.Thanks to our multi-data center infrastructure and encryption, Telegram is faster and way more secure. On top of that, Telegram is free and will stay free — no ads, no subscription fees, forever.

Q: Can I make calls via Telegram?

Yes! Voice calls are currently available to users around the world.

Many modern travelers appear to struggle with managing various aspects of their finances simultaneously while abroad, such as banking, budgeting, investing, trading, and saving. It is important to have apps installed on the device that will help you carry out these necessary tasks.

Hot Topic in US