佰鴻，燦圓3/12法說資料
證交所與元大證合作法說會，有80家上市公司參與，各公司的簡報資料可以參閱我的舊文，去MOPS下載。
LED 產業只有佰鴻3031與燦圓3061參加。
●佰鴻(3031)的簡報: PPT 檔。
佰鴻簡報的內容市場資料太舊了。2007的資料都還是Forecast的，很不具有參考性。最後一張投影片提到高壓鈉燈與LED路燈的產品比較，還有參考價值。
●燦圓(3061)的簡報: PDF 檔。
燦圓的財務狀況仍是073Q的，而且擴張計畫與之前的新聞內容相同。
這裡紀錄著我日常生活，台股、美股投資交易與產業主題的相關研究。 I try to write everything that displays a vivid image in daily life.
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台灣交易所編制指數股票基金行事曆
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1 則留言:
http://www.semiconductor-today.com/news_items/2008/JULY/AIXTRON_220708.htm
Taiwan’s Formosa Epitaxy (Forepi) Inc has ordered four CRIUS MOCVD systems in 31x2 inch wafer configuration from.Aixtron AG of Aachen, Germany. The systems will be used to expand Forepi’s GaN-based ultra high brightness (UHB) LEDs production.
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