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筆電回補庫存　電路板廠首季不淡
Feb 13th 2014, 12:31

受惠於筆電（NoteBook，筆記型電腦）客戶回補庫存，加上Intel（英特爾）也在去年底調降晶片價格，法人預估，NB板第1季需求可望呈現淡季不淡，包括瀚宇博（5469）、金像電（2368）、欣興（3037）、健鼎（3044）等電路板廠首季營收可望與去年第4季持平或小幅成長。
 
法人指出，根據調查，目前筆電板廠的產能利用率大約維持在70~80%。另外佔原料成本達30~50%的銅，近期每噸報價也維持在7000~7200美元（約21~21.6萬台幣）區間，且不排除還有小跌空間，可望讓廠商成本壓力稍微趨緩。（李宜儒／台北報導）

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