FTV財經>半導體材料達興材料拚翻身！半導體材料成超強引擎AI與半導體需求旺 德國默克調高2026獲利預估傳中國加碼百億投產偏光片 台廠誠美材恐遭「內捲」威脅2025-08-17 22:07半導體設備廠 受惠先進製程、新建廠推升中長期營運向上財經中心/綜合報導崇越(5434)受惠先進製程需求熱絡，半導體材料將持續成長，董事長潘重良樂觀看待今(2025)年全年營收整體正成長；針對關稅議題，他則表示，目前已和客戶達成協議由客戶先吸收，未來是否要成本分攤或價格協商則仍要觀察。不過投顧法人團體出具報告，認為第三季將延續上季半導體原材料需求穩健，預估營收微幅季增，毛利率趨勢向上，預估2025全年營收年增率有17%。由於2025年來自AI/HPC«‹1›»
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