
NVIDIA在OCP Global Summit宣布開放Vera Rubin架構並推動開放標準,台虹與台郡入列其NVLink PTFE switch board合作夥伴名單,消息激勵台虹股價開盤跳空大漲,5秒即亮燈漲停,截至9:16緊鎖漲停303元,漲停委買張數逾1.3萬張。台虹指出其PTFE材料有望取代玻纖布或石英布,目前正進行客戶驗證與送樣,預計2027年導入量產。
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NVIDIA在OCP Global Summit宣布開放Vera Rubin架構並推動開放標準,其中包括NVLink PTFE switch board的合作夥伴遴選。
台虹入列輝達PTFE(聚四氟乙烯)材料供應商。(取自官網)
〔記者卓怡君/台北報導〕NVIDIA(輝達)於開放運算計畫全球峰會(OCP Global Summit)宣布開放Vera Rubin架構並推動開放標準,其中在Nvidia NVLink PTFE(聚四氟乙烯)switch board(交換器)公布PTFE的合作夥伴,其中台灣供應商台虹(8039)與台郡(6269)入列,台虹與台郡在此利多消息激勵下,今日股價開盤直奔漲停。
台虹今日股價跳空大漲,開盤5秒即亮燈漲停,截至9:16分左右,台虹緊鎖漲停303元,漲停委買張數高掛逾1.3萬張,成交量逾6296張。
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軟性銅箔基板(FCCL)廠台虹的PTFE材料入列輝達供應鏈,代表看好PTFE有機會取代玻纖布或是石英布,台虹可對應M9等級銅箔基板的PTFE填料型銅箔基板,期待可取代石英布與玻纖布,解決上游材料產能受限問題,目前正在進行客戶驗證與送樣,預計2027年導入量產。
一手掌握經濟脈動 點我訂閱自由財經Youtube頻道
AI outlook — possibilities, not facts
台虹PTFE材料將在2027年導入量產
Possible · Within years

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