中國dram造成市場的衝擊有多大? - 股票

By Joe
at 2019-11-28T10:01
at 2019-11-28T10:01
Table of Contents
單一家資本支出已經南亞科的兩倍
廠也蓋了 年底可能投產 初期量不大
但中國dram設備好像可以分15年攤
又有政府資金支持
看看面板太陽能
要起來也是很快
良率就台灣人一堆過去
應該不會差
可能問題在可否繞過專利
未來是否台廠美光海力士開始虧損?
三星獲利腰斬 加速晶圓代工發展?
到底中國dram有沒有搞頭
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股票
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By Ula
at 2019-11-30T20:33
at 2019-11-30T20:33

By Yuri
at 2019-12-02T17:25
at 2019-12-02T17:25
但是一直讓價格低迷,韓廠自己能不能受的了

By Delia
at 2019-12-06T06:14
at 2019-12-06T06:14

By Hedy
at 2019-12-07T23:29
at 2019-12-07T23:29
https://reurl.cc/YlGnqx

By Necoo
at 2019-12-11T11:56
at 2019-12-11T11:56

By Caitlin
at 2019-12-12T10:37
at 2019-12-12T10:37

By Emily
at 2019-12-16T14:58
at 2019-12-16T14:58

By Mary
at 2019-12-16T21:32
at 2019-12-16T21:32

By Iris
at 2019-12-17T22:47
at 2019-12-17T22:47

By Blanche
at 2019-12-21T20:08
at 2019-12-21T20:08

By Mason
at 2019-12-26T00:36
at 2019-12-26T00:36

By Genevieve
at 2019-12-29T15:04
at 2019-12-29T15:04

By Hamiltion
at 2019-12-30T12:52
at 2019-12-30T12:52

By Christine
at 2020-01-02T22:46
at 2020-01-02T22:46

By Ethan
at 2020-01-05T14:25
at 2020-01-05T14:25

By Emily
at 2020-01-07T03:11
at 2020-01-07T03:11

By William
at 2020-01-11T11:33
at 2020-01-11T11:33

By Oliver
at 2020-01-13T12:18
at 2020-01-13T12:18

By Wallis
at 2020-01-15T01:49
at 2020-01-15T01:49

By Donna
at 2020-01-16T22:10
at 2020-01-16T22:10

By John
at 2020-01-20T07:49
at 2020-01-20T07:49

By Edward Lewis
at 2020-01-21T07:37
at 2020-01-21T07:37

By Frederica
at 2020-01-23T02:01
at 2020-01-23T02:01

By Poppy
at 2020-01-27T11:55
at 2020-01-27T11:55

By Isabella
at 2020-01-28T21:04
at 2020-01-28T21:04

By Quintina
at 2020-02-02T04:05
at 2020-02-02T04:05

By George
at 2020-02-05T03:40
at 2020-02-05T03:40

By Mason
at 2020-02-09T10:24
at 2020-02-09T10:24

By Daph Bay
at 2020-02-10T20:44
at 2020-02-10T20:44

By Ophelia
at 2020-02-11T02:24
at 2020-02-11T02:24

By Hazel
at 2020-02-14T10:58
at 2020-02-14T10:58

By Freda
at 2020-02-14T15:52
at 2020-02-14T15:52

By Lauren
at 2020-02-16T13:04
at 2020-02-16T13:04

By Doris
at 2020-02-20T03:04
at 2020-02-20T03:04

By Hazel
at 2020-02-20T16:04
at 2020-02-20T16:04

By Ivy
at 2020-02-23T11:59
at 2020-02-23T11:59

By Puput
at 2020-02-28T10:19
at 2020-02-28T10:19

By Margaret
at 2020-02-29T14:59
at 2020-02-29T14:59
美國企業比較無關,但美光還在生產.美中貿易戰兩個效

By Andy
at 2020-03-04T14:51
at 2020-03-04T14:51
議題

By Hardy
at 2020-03-05T22:06
at 2020-03-05T22:06

By Necoo
at 2020-03-07T20:59
at 2020-03-07T20:59

By Suhail Hany
at 2020-03-09T05:41
at 2020-03-09T05:41
等議題就不好用了

By Linda
at 2020-03-10T05:39
at 2020-03-10T05:39

By Una
at 2020-03-11T21:40
at 2020-03-11T21:40
司就會好

By Blanche
at 2020-03-14T17:25
at 2020-03-14T17:25

By Michael
at 2020-03-17T07:57
at 2020-03-17T07:57
多少

By Jack
at 2020-03-21T16:10
at 2020-03-21T16:10

By Carol
at 2020-03-23T03:14
at 2020-03-23T03:14

By Hamiltion
at 2020-03-24T10:18
at 2020-03-24T10:18

By Victoria
at 2020-03-26T07:56
at 2020-03-26T07:56
麼?

By Hedda
at 2020-03-28T17:08
at 2020-03-28T17:08

By Oscar
at 2020-03-30T07:12
at 2020-03-30T07:12

By Daniel
at 2020-04-02T10:10
at 2020-04-02T10:10

By Elma
at 2020-04-06T19:06
at 2020-04-06T19:06

By Edward Lewis
at 2020-04-06T22:18
at 2020-04-06T22:18

By Ina
at 2020-04-11T21:07
at 2020-04-11T21:07

By Brianna
at 2020-04-12T15:17
at 2020-04-12T15:17

By Franklin
at 2020-04-13T11:43
at 2020-04-13T11:43

By Anonymous
at 2020-04-16T21:42
at 2020-04-16T21:42

By Emma
at 2020-04-18T04:55
at 2020-04-18T04:55

By Adele
at 2020-04-20T21:45
at 2020-04-20T21:45

By George
at 2020-04-21T23:49
at 2020-04-21T23:49

By Noah
at 2020-04-22T17:29
at 2020-04-22T17:29

By Kyle
at 2020-04-24T12:31
at 2020-04-24T12:31
的記憶就選擇性遺忘

By Charlotte
at 2020-04-28T22:28
at 2020-04-28T22:28

By Queena
at 2020-05-01T06:13
at 2020-05-01T06:13

By Rosalind
at 2020-05-04T01:25
at 2020-05-04T01:25

By Mia
at 2020-05-08T22:05
at 2020-05-08T22:05

By Emily
at 2020-05-10T21:12
at 2020-05-10T21:12

By Hazel
at 2020-05-14T05:58
at 2020-05-14T05:58
無論PC或手機,出DDR3版根本賣不掉

By Cara
at 2020-05-15T15:05
at 2020-05-15T15:05

By Hardy
at 2020-05-16T16:18
at 2020-05-16T16:18

By Una
at 2020-05-20T02:29
at 2020-05-20T02:29

By Susan
at 2020-05-23T21:22
at 2020-05-23T21:22

By Cara
at 2020-05-26T23:12
at 2020-05-26T23:12

By Charlotte
at 2020-05-27T06:53
at 2020-05-27T06:53
但DDR4/5專利被三巨頭壟斷 無人願授權

By Jack
at 2020-05-29T05:08
at 2020-05-29T05:08

By John
at 2020-06-02T03:53
at 2020-06-02T03:53

By Harry
at 2020-06-02T08:21
at 2020-06-02T08:21

By Joe
at 2020-06-04T05:08
at 2020-06-04T05:08

By Steve
at 2020-06-08T03:09
at 2020-06-08T03:09
dram

By Edwina
at 2020-06-09T00:07
at 2020-06-09T00:07

By Olivia
at 2020-06-11T14:09
at 2020-06-11T14:09

By Oscar
at 2020-06-16T02:07
at 2020-06-16T02:07
而且良率比你穩,規格比你高

By Wallis
at 2020-06-18T05:03
at 2020-06-18T05:03
記憶體也是各家DDR4已經做到爛了

By Quanna
at 2020-06-22T11:38
at 2020-06-22T11:38

By Delia
at 2020-06-26T14:10
at 2020-06-26T14:10

By Jessica
at 2020-06-27T23:45
at 2020-06-27T23:45

By Ophelia
at 2020-07-01T12:01
at 2020-07-01T12:01

By Thomas
at 2020-07-03T23:59
at 2020-07-03T23:59

By Odelette
at 2020-07-06T15:56
at 2020-07-06T15:56

By Robert
at 2020-07-08T00:39
at 2020-07-08T00:39

By Oliver
at 2020-07-11T11:07
at 2020-07-11T11:07

By Odelette
at 2020-07-14T05:32
at 2020-07-14T05:32

By Quanna
at 2020-07-16T18:47
at 2020-07-16T18:47

By Caitlin
at 2020-07-19T13:52
at 2020-07-19T13:52

By Sarah
at 2020-07-21T20:57
at 2020-07-21T20:57

By Robert
at 2020-07-24T01:30
at 2020-07-24T01:30

By Isla
at 2020-07-24T08:28
at 2020-07-24T08:28
你怎麼會認為美光台灣打不贏...

By Charlotte
at 2020-07-26T08:32
at 2020-07-26T08:32

By Jacob
at 2020-07-30T04:35
at 2020-07-30T04:35
日本美光的記憶體晶片也是先送到台灣

By Puput
at 2020-08-03T21:14
at 2020-08-03T21:14

By Elvira
at 2020-08-05T13:20
at 2020-08-05T13:20
因為那是假設良率相同,可是其實不同

By Xanthe
at 2020-08-10T11:25
at 2020-08-10T11:25

By Susan
at 2020-08-14T13:17
at 2020-08-14T13:17

By Ida
at 2020-08-19T10:02
at 2020-08-19T10:02
良率都能有人說

By Joe
at 2020-08-21T20:51
at 2020-08-21T20:51
中國什麼時後趕上來 他們先信誓旦旦說3年 然後2年 2
017報導講半年 現在再看不到類似放話

By Vanessa
at 2020-08-22T18:08
at 2020-08-22T18:08
勝利?

By Olivia
at 2020-08-23T14:37
at 2020-08-23T14:37
種思維其實也跟自慰沒兩樣

By Mary
at 2020-08-25T07:36
at 2020-08-25T07:36
是價格

By Hedwig
at 2020-08-28T13:54
at 2020-08-28T13:54

By Kumar
at 2020-09-01T06:40
at 2020-09-01T06:40

By Olive
at 2020-09-05T15:42
at 2020-09-05T15:42

By Daniel
at 2020-09-09T08:03
at 2020-09-09T08:03
1x拉良率應該也沒那麼簡單

By Doris
at 2020-09-12T20:38
at 2020-09-12T20:38
中共已經深感關鍵零組件受制於人的痛苦

By Aaliyah
at 2020-09-16T01:14
at 2020-09-16T01:14
華邦電是最先受到衝擊

By Erin
at 2020-09-20T11:36
at 2020-09-20T11:36
量小的客製化(利基型)記憶體,合肥產能出來就會侵
蝕掉兩家的市場

By Bennie
at 2020-09-21T01:30
at 2020-09-21T01:30
M報價仍持續下跌

By Zanna
at 2020-09-25T08:22
at 2020-09-25T08:22
今天是日本要賣廠賣事業給台灣,以後就是台灣要賣給
大陸了,技術沒到位終將被時間淘汰

By Frederica
at 2020-09-27T04:41
at 2020-09-27T04:41

By Brianna
at 2020-10-01T07:12
at 2020-10-01T07:12
比較 損失 但是便宜一定有人買
你記憶體規格不對人家根本就不買 拿來跟面板筆真是

By Annie
at 2020-10-04T06:21
at 2020-10-04T06:21
你看對面的中芯國際 燒多少錢了 現在一樣被台積電
用懶覺壓在地上摩擦

By Carol
at 2020-10-09T03:29
at 2020-10-09T03:29

By Daph Bay
at 2020-10-09T05:40
at 2020-10-09T05:40

By Erin
at 2020-10-10T23:53
at 2020-10-10T23:53
R2和1,今年2019非DDR4大概不到20%了,市場是有多
大啊。

By Heather
at 2020-10-13T01:31
at 2020-10-13T01:31
DR/1/2/3 先動腦想一想吧

By Heather
at 2020-10-13T05:51
at 2020-10-13T05:51
最怪的是 明明台灣供應鏈100%移植
現在差不多良率要起來時 官員開始要分一杯羹 吵愛國

By Megan
at 2020-10-14T03:32
at 2020-10-14T03:32

By George
at 2020-10-16T23:02
at 2020-10-16T23:02

By Zora
at 2020-10-21T10:46
at 2020-10-21T10:46

By Delia
at 2020-10-24T21:57
at 2020-10-24T21:57

By Margaret
at 2020-10-28T06:52
at 2020-10-28T06:52

By Puput
at 2020-10-28T16:22
at 2020-10-28T16:22

By Agnes
at 2020-10-31T15:15
at 2020-10-31T15:15
中國到底哪裡來的1x技術

By Agatha
at 2020-10-31T18:07
at 2020-10-31T18:07
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