台積電~「朕不給,你不能搶!」 - 股票

Belly avatar
By Belly
at 2021-03-24T17:37

Table of Contents

※ 引述《blackdog173 (黑狗)》之銘言:
: 早上那篇「朕不給,你不能搶!」,不少人覺得台積電的成果是台灣便宜的水電跟願意輪
: 三班制下的成績,且目前Intel跟台積電的製程差距很大,即使Intel在美設廠也不會動搖
: 台積電的根基,真的是這樣嗎?
: 30多年前,日本在半導體業差點輾壓美國,最後卻是從高峰時占據全球近80%的DRAM市場
: 佔有率,跌到現在的零。
: 1980年,日本攻下30%的半導體記憶體市場,5年後,日本的市場佔有率超過50%,1981年
: ,AMD淨利潤下降2/3,國家半導體虧損1,100萬美元,上一年還賺了5,200萬美元呢。第二
: 年,英特爾被逼裁掉2,000名員工。1985年英特爾繳械投降,宣佈退出DRAM業務,這場戰
: 爭讓它虧掉了1.73億美元。
: 美國半導體行業協會(簡稱SIA)遊說7年,得到政府的回應總是:美國是自由市場,政府
: 權力不應染指企業經營活動。
: 1985年6月,SIA向華盛頓提出一個說法:美國半導體業的疲弱,將給國家安全帶來重大風
: 險。
: SIA當時的邏輯鏈是這樣的:
: (1) 因為超級武器技術離不開超級電子技術,超級電子技術又離不開最新半導體技術;
: (2) 如果美國的半導體技術落後,美國軍方將被迫在關鍵電子零組件使用外國產品包括日
: 本貨;
: (3) 外國貨源不可靠,戰爭時期會對美國斷貨,非戰爭時期還會向美國的對手蘇聯供貨;
: (4) 所以,美國放任日本在半導體晶片領域稱霸,就等於犧牲國家安全。
: 1986年春,日本被認定唯讀儲存器傾銷;9月,《美日半導體協議》簽署,日本被要求開
: 放半導體市場,保證5年內國外公司獲得20%市場佔有率;不久,對日本出口的3億美元晶
: 片徵收100%懲罰性關稅。
: 美國人這一波操作至少開創了兩個記錄:第一次對盟友的經濟利益進行全球打擊;第一次
: 以國家安全為由,將貿易爭端從經濟學變成政治經濟學問題。(未來為了扶持美國本土產
: 業,對台灣產品課稅不是不可能,已有日本的先例了)
: 這場晶片戰爭詮釋了什麼叫國際政治經濟學。
: 今年《彭博社》撰文指出「全球依賴台灣已到危險等級」,凸顯台灣在半導體產業關鍵地
: 位,而《日經中文網》也評論道,過去美國為了抵制日本半導體的壟斷而開創美式水平分
: 工,美方為致力上游設計研發,將附加價值小的製造工廠甩給亞洲,沒想到,分工不斷深
: 化之後,當年投入製造的台積電卻逐漸擁有出乎意料的實力,現在就連美國也感到不安。
: 美國人工智慧國家安全委員會(NSCAI)3月初對國會提出正式建議報告。報告強調,美國
: 需要建立「本土強韌」的半導體設計與製造基地。美國因為對台灣晶圓代工的依賴,將有
: 失去半導體優勢的風險,而掌握半導體先進技術攸關商業與軍事上的成功。
: 如日經中文網所述,「每次只要美國挑起事端,就會打破平衡」。
: 我們都身處於轉捩點之中...



抄路邊廢文就省省8
= =



我直說惹

牙膏CEO直播一直強調
會給客戶保證產量


現在聽起來好像很棒喇
因為大家去GG都在排隊


好惹仔細想想984這樣惹

牙膏缺貨的時候有在跟客戶保證供應嗎
沒有麻

所以尼fab跟人家保證產量
意思是捨摸

意思9產能利用率很低喇
當然可以保證產量


沒人要自然利用率低
牙膏ceo講的意思就這樣惹
他自己也知道沒人要



牙膏想做代工又不是一天兩天惹

新ceo拿老梗粗乃炒一炒
整串除惹地緣政治問題以外
通通都老梗
騙美國跟歐洲政府而已




要說牙膏這代工會怎樣
幾年前GF28nm也曾經找到amd以外的大戶
Q康大M等等都去過

就落後GG三四年
所以也賺不到錢惹


牙膏這套長線上超級利空
當前幾大潛在客戶 各大豬屎屋
扣掉不可能的蘇媽以外
一葛比一葛雞巴
通通都是錢我賺不分尼那種


技術落後GG的情況下
這些大單也就塞產能而已
財報上去就完惹 整體毛利崩盤





這件事情最可憐的就
牙膏fab端員工

牙膏現在94在往分拆之路靠近
董事會心也真的很黑
找惹葛德高望重的老牙膏來接CEO
喊一堆東西
除惹穩定軍心以外也不能幹嘛

實際上fab端的頭也知道
這些CEO口中的策略都4變相的軍令狀
沒辦法追上GG 通通殺頭
分拆之後底下的員工大概一半失業






想到兩千多年前白起一戰坑殺趙兵40萬

GG
殺孽深重R






























--
Tags: 股票

All Comments

Quintina avatar
By Quintina
at 2021-03-24T19:16
頭推
Eartha avatar
By Eartha
at 2021-03-29T07:02
未看先推教主
Carol avatar
By Carol
at 2021-04-01T22:49
你們這些散戶
Steve avatar
By Steve
at 2021-04-02T04:23
教主推
Una avatar
By Una
at 2021-04-06T06:18
教主不怕AMD被GG綁架嗎
Valerie avatar
By Valerie
at 2021-04-06T19:36
不會啊,裁了剛好給的gg美國廠接受
Heather avatar
By Heather
at 2021-04-10T19:29
教主我GG捏到腫起來惹怎麼辦
Liam avatar
By Liam
at 2021-04-10T20:41
翻譯:你各位今天砍在阿呆谷
Joe avatar
By Joe
at 2021-04-12T19:34
今天也太早上線了吧,閒成這樣XDD
Gilbert avatar
By Gilbert
at 2021-04-13T03:14
尼各位養積戶捏緊別被甩出去惹R
Franklin avatar
By Franklin
at 2021-04-17T08:55
AMD買在95教主95
Gary avatar
By Gary
at 2021-04-21T04:09
教主救我
Irma avatar
By Irma
at 2021-04-22T22:08
可是最近股價amd狂輸amd
intel
Jacob avatar
By Jacob
at 2021-04-25T05:10
教主995
Hazel avatar
By Hazel
at 2021-04-25T10:24
推推
Thomas avatar
By Thomas
at 2021-04-25T23:22
定海神針
Oliver avatar
By Oliver
at 2021-04-30T04:22
原來如此 原來如此
Zora avatar
By Zora
at 2021-04-30T19:12
負能量不夠啊
Belly avatar
By Belly
at 2021-05-05T12:05
他不是慈善家嗎,會這摸狠ㄇQQ
Lucy avatar
By Lucy
at 2021-05-07T22:45
薯條甚麼時候能加大
Necoo avatar
By Necoo
at 2021-05-11T08:49
GG勃起
Carolina Franco avatar
By Carolina Franco
at 2021-05-13T06:31
謝謝彥州開示
Faithe avatar
By Faithe
at 2021-05-16T04:01
懶趴快捏爆了
Yedda avatar
By Yedda
at 2021-05-18T19:42
翻譯:牙膏吃大便,買進台積電。
Hazel avatar
By Hazel
at 2021-05-22T04:37
教主:懶趴繼續捏!
Zenobia avatar
By Zenobia
at 2021-05-25T21:21
簡單來說 歐印GG不賣
Zanna avatar
By Zanna
at 2021-05-26T06:52
感歎教主 今天又買十股支持
Genevieve avatar
By Genevieve
at 2021-05-27T22:35
這問題集資乳就好了
Linda avatar
By Linda
at 2021-05-28T09:03
只推教主 簡單易懂 其他路邊長篇廢文別來亂
Kama avatar
By Kama
at 2021-05-29T18:10
技術領先才是王道
Andrew avatar
By Andrew
at 2021-05-31T02:55
口已縮中文嗎 口以嗎
Olive avatar
By Olive
at 2021-06-04T14:46
拜登老頭鐵了心保intel
Joseph avatar
By Joseph
at 2021-06-07T23:01
我的看法也也是會分拆 分拆後變成GF還是怎樣不好說
Dorothy avatar
By Dorothy
at 2021-06-09T01:48
教主就是推
Anonymous avatar
By Anonymous
at 2021-06-10T22:06
未看先推 教主安安
Oscar avatar
By Oscar
at 2021-06-14T20:19
先分拆BU 然後看情況再決定啊
Mary avatar
By Mary
at 2021-06-17T07:23
Queena avatar
By Queena
at 2021-06-19T20:34
fab賣給台積電 這樣台積電直接買直接幫提升
Odelette avatar
By Odelette
at 2021-06-24T03:26
這兩座代工廠錢都政府給的,可以低價搶單,對GG的毛
利也是壓力
Lydia avatar
By Lydia
at 2021-06-26T05:16
教主加持
Elma avatar
By Elma
at 2021-06-30T09:18
救命啊 我手麻快抓不住了
David avatar
By David
at 2021-06-30T13:32
那篇真的路邊廢文 而且講到標的可能漲跌還用心得
Joe avatar
By Joe
at 2021-07-05T07:17
都是拜登惹的禍
Adele avatar
By Adele
at 2021-07-05T23:50
所以抱緊GG 等看牙膏牛皮吹破就對了
Dorothy avatar
By Dorothy
at 2021-07-09T23:33
聽起來tsmc 未來確定to the moon
Iris avatar
By Iris
at 2021-07-11T02:41
Rosalind avatar
By Rosalind
at 2021-07-12T10:12
是對聯電三星的成本壓力
Elizabeth avatar
By Elizabeth
at 2021-07-13T17:45
沒技術也只能搶聯電的單
Megan avatar
By Megan
at 2021-07-16T15:08
99 2330
Caitlin avatar
By Caitlin
at 2021-07-17T21:20
只能信教主給GG一個公道了
Linda avatar
By Linda
at 2021-07-19T14:43
沒救了,輪班星人是無敵的
Jack avatar
By Jack
at 2021-07-20T00:54
台積毛利不會有壓力 轉單的要回頭排隊排到天荒地老
汽車業慘況沒看到嗎?還是每次都要找政府求情
Genevieve avatar
By Genevieve
at 2021-07-22T01:17
終於等到妳,還好我沒放棄~~~
Queena avatar
By Queena
at 2021-07-22T21:37
搶聯電的單,Intel 毛利會崩盤
Tristan Cohan avatar
By Tristan Cohan
at 2021-07-27T09:20
逢低買進啊,老美要學GG那套輪班星人,你看美國去
哪找這麼多任勞任怨的員工
Madame avatar
By Madame
at 2021-07-27T15:14
我也覺得要砍頭了。這樣,AMD感覺領先年份不多了,
繼續捏?
Queena avatar
By Queena
at 2021-07-29T16:54
求開解AMD
你說的GG跟intel我都懂 但AMD呢 99AMD
Doris avatar
By Doris
at 2021-07-31T14:55
和聯電無關,這兩座是相當於GG5nm的先進晶圓廠
Cara avatar
By Cara
at 2021-08-01T02:51
教主推
Poppy avatar
By Poppy
at 2021-08-01T06:15
牙膏分拆好啊 想轉無廠沒在演的
James avatar
By James
at 2021-08-03T02:33
感謝教主開示
Jack avatar
By Jack
at 2021-08-07T07:14
好 今天吃大薯+大可+12塊雞塊
Edward Lewis avatar
By Edward Lewis
at 2021-08-10T13:51
信你
Wallis avatar
By Wallis
at 2021-08-14T07:26
推教主
Linda avatar
By Linda
at 2021-08-14T13:59
白起都出來了 教主真的什麼都懂耶
Michael avatar
By Michael
at 2021-08-16T22:50
5nm哦 作夢哦,7nm快出好嗎,11代被5900屌打ㄟ
Mason avatar
By Mason
at 2021-08-19T22:14
AMD yes,睏霸數錢,薯條加大
Lydia avatar
By Lydia
at 2021-08-23T23:39
原來是這樣
John avatar
By John
at 2021-08-25T14:59
這篇戰力有點弱
Sandy avatar
By Sandy
at 2021-08-25T23:26
教主總是這麼clear
Steve avatar
By Steve
at 2021-08-26T06:58
今晚all in AMD+TSM
Franklin avatar
By Franklin
at 2021-08-30T15:18
99AMD
Dinah avatar
By Dinah
at 2021-08-31T00:29
所以GG是好公司阿 但股價很爛XD
Ina avatar
By Ina
at 2021-09-02T19:36
牙膏幫AMD代工 好笑
Susan avatar
By Susan
at 2021-09-06T09:13
恭喜今天買到576以下的人 哈啊
Dinah avatar
By Dinah
at 2021-09-10T04:48
出貨文
Tristan Cohan avatar
By Tristan Cohan
at 2021-09-11T14:14
好了啦
這樣台積電直接買直接幫提升
Enid avatar
By Enid
at 2021-09-12T07:53
明年再不振作連server也要被殲滅
Anthony avatar
By Anthony
at 2021-09-15T09:45
幹嘛恭喜 明天還會更低呢
Kama avatar
By Kama
at 2021-09-18T00:48
教主認真看完直播給推
Jake avatar
By Jake
at 2021-09-19T08:53
看今年產品伺服器被amd搶食只是時間問題
Poppy avatar
By Poppy
at 2021-09-20T10:02
我看server會直接幫AWS M$ google開ASIC吧
Margaret avatar
By Margaret
at 2021-09-24T20:53
英發科要上櫃了嗎
Frederic avatar
By Frederic
at 2021-09-28T15:23
更別說蓋好廠正式生產等多久
Blanche avatar
By Blanche
at 2021-09-29T19:51
買了
Emily avatar
By Emily
at 2021-10-03T13:01
i皇7nm=GG5nm
Mary avatar
By Mary
at 2021-10-04T07:00
直白講 台積上看1000!!!!
Regina avatar
By Regina
at 2021-10-06T21:32
是對聯電三星的成本壓力
噓 ur260 : 這篇戰力有點弱
Andy avatar
By Andy
at 2021-10-07T07:13
外資今天賣六萬張科科 瑟瑟發抖哦各位
Mary avatar
By Mary
at 2021-10-11T16:22
推推教主
Suhail Hany avatar
By Suhail Hany
at 2021-10-12T04:10
感謝教主開示
Anonymous avatar
By Anonymous
at 2021-10-13T09:42
牙膏以前缺貨時的架子也不小
近幾年一直被攻市佔也是會莫名缺貨
Brianna avatar
By Brianna
at 2021-10-16T21:39
有實力不講話也有份量v沒實力愛放話
Harry avatar
By Harry
at 2021-10-19T21:11
負能量不夠 看來AMD要開始漲惹
Necoo avatar
By Necoo
at 2021-10-20T18:40
去年今年缺貨是amd也交不出來啊
沒and也是得揀intel
Heather avatar
By Heather
at 2021-10-25T03:17
古板林媽媽又出來喊話了
Gilbert avatar
By Gilbert
at 2021-10-27T01:19
怎樣都好啦 我要便宜的GG 各位不要硬撐
Ida avatar
By Ida
at 2021-10-29T14:30
推教主
Caroline avatar
By Caroline
at 2021-11-02T06:56
之前I缺貨是因為被迫一直加大面積?
Agnes avatar
By Agnes
at 2021-11-02T21:57
教主講得我居然聽得懂,121殺台股殺gg
Enid avatar
By Enid
at 2021-11-06T14:56
這種談話也是安定軍心而已,被套牢的還是被套牢,
賠錢的還是賠錢,整天放話安定軍心結果股價一天比
一天低,有個屁用
Sandy avatar
By Sandy
at 2021-11-11T07:48
沒個屁用啊,看衰不會空嗎?
Tracy avatar
By Tracy
at 2021-11-14T23:40
台積在美蓋六個廠,技術真的沒有被偷被搶的可能嗎?
Hedy avatar
By Hedy
at 2021-11-15T18:51
教主萬安 教主就是推
Megan avatar
By Megan
at 2021-11-18T01:31
豪 明天歐印
Queena avatar
By Queena
at 2021-11-22T20:52
沒屁用的260/460就抱不住了
Andrew avatar
By Andrew
at 2021-11-27T14:46
台積電 不是幾個人過去技術就偷得過去的
要問美國人是不是西元年可以自願加班
Sarah avatar
By Sarah
at 2021-12-01T15:09
外資也是一堆笨笨,之前台積超漲跟現在回檔都是聽人
家一句話
Joseph avatar
By Joseph
at 2021-12-03T18:35
中國偷到現在還是得用手刻28奈
Steve avatar
By Steve
at 2021-12-07T23:51
教主在找下一支AMD-0.0
Mary avatar
By Mary
at 2021-12-11T01:11
偷關鍵的就好
Oscar avatar
By Oscar
at 2021-12-16T00:27
美國人要輪班沒問題 人事成本就爆炸了
Liam avatar
By Liam
at 2021-12-19T00:29
先買allple
John avatar
By John
at 2021-12-23T13:05
偷啊快偷,偷十年了,還在偷
Hardy avatar
By Hardy
at 2021-12-24T04:40
這篇長知識了
Candice avatar
By Candice
at 2021-12-25T06:09
米國人這麼爽 有辦法受的了黃種人這種輪班的操法賺
利潤?
Dinah avatar
By Dinah
at 2021-12-27T02:14
算命的說 gg是一將功成萬骨枯啊
Franklin avatar
By Franklin
at 2021-12-28T09:58
設備都美國人做的,是要偷什麼…,重點是學習曲線
Kelly avatar
By Kelly
at 2022-01-01T12:55
真的就是準備分拆而已
Edwina avatar
By Edwina
at 2022-01-04T09:34
美國亞裔人口不少啊
Kelly avatar
By Kelly
at 2022-01-08T06:07
教主安安
Dinah avatar
By Dinah
at 2022-01-12T08:00
看你打字有夠累的
John avatar
By John
at 2022-01-16T20:58
99 tsm 99 amd
Mia avatar
By Mia
at 2022-01-17T12:05
朝聖推
Harry avatar
By Harry
at 2022-01-19T11:13
老梗而已騙騙積票 林北不會賣的 今天又撿了一些。靜
靜看那些積黑耍猴戲
Donna avatar
By Donna
at 2022-01-20T20:06
99GG
Catherine avatar
By Catherine
at 2022-01-25T11:09
教主 多少進多少出
Lily avatar
By Lily
at 2022-01-25T13:01
早上盤後撿TSM 中午再撿GG ㄏㄏ
Franklin avatar
By Franklin
at 2022-01-27T22:21
教主最後兩句有笑點
Dorothy avatar
By Dorothy
at 2022-01-28T10:01
amd買83 救救我
Isla avatar
By Isla
at 2022-01-31T19:48
推推
Candice avatar
By Candice
at 2022-02-05T06:34
教主開示了
Franklin avatar
By Franklin
at 2022-02-08T10:15
Intel當過客戶 gy的要死 現在想雙手互搏 打AMD跟台g
g 吃屎去吧
Freda avatar
By Freda
at 2022-02-08T16:44
說到gg只有教主中肯 其他人都在亂講亂廢話
Carolina Franco avatar
By Carolina Franco
at 2022-02-11T20:09
因特小兒沒技術是要搶什麼單
Margaret avatar
By Margaret
at 2022-02-15T08:35
快去退休啦
拉到這層級最大當然政治風險
捏太緊阿爸耍賤整組割下來
Dora avatar
By Dora
at 2022-02-18T15:59
想接這些雞掰大客戶算了吧XD
David avatar
By David
at 2022-02-22T17:08
彥州辣寶貝
Sandy avatar
By Sandy
at 2022-02-23T02:13
股板只看對股價的影響,i皇幾乎免費拿到兩座廠就是
優勢
Carol avatar
By Carol
at 2022-02-25T20:13
推教主
Anonymous avatar
By Anonymous
at 2022-03-02T06:29
不放長不要買GG,很難?
Isla avatar
By Isla
at 2022-03-03T05:39
https://i.imgur.com/x8I1OB1.jpg
George avatar
By George
at 2022-03-05T18:43
高點沒賣...但暫時用不到錢就算惹 買別隻也沒信仰
抱不住最後也只是小賺小虧
Joe avatar
By Joe
at 2022-03-07T10:27
小兒:怎麼辦我今天砍阿呆砍最凶,明天要睡公園了
Liam avatar
By Liam
at 2022-03-12T03:55
牙膏?牙膏在jdg打中路辣,肏
Zanna avatar
By Zanna
at 2022-03-16T12:03
而且還有人在回應某個低能兒幹嘛..?每篇都來靠北
卻不敢空
Cara avatar
By Cara
at 2022-03-20T13:04
Anonymous avatar
By Anonymous
at 2022-03-24T18:48
股版素質逐漸低落,我以為買GG至少要等到明年再決定
它的好壞
Yuri avatar
By Yuri
at 2022-03-28T12:55
分不分拆都是未來的事,但是中國ic代工會先被斬首
Emma avatar
By Emma
at 2022-03-31T03:20
洩洩教主開釋
Blanche avatar
By Blanche
at 2022-03-31T04:25
99AMD 說好的兩顆大奶呢?
Kumar avatar
By Kumar
at 2022-04-04T12:34
995
Isabella avatar
By Isabella
at 2022-04-08T09:08
CCW也說過五年複合成長至少10%,
Joe avatar
By Joe
at 2022-04-13T03:58
捏緊中
Oscar avatar
By Oscar
at 2022-04-16T01:21
捏住了
Adele avatar
By Adele
at 2022-04-16T07:07
$89AMD快捏不住啦
Rebecca avatar
By Rebecca
at 2022-04-16T15:36
台灣女孩兒60醫生娘
Noah avatar
By Noah
at 2022-04-21T00:47
看得很累
Odelette avatar
By Odelette
at 2022-04-25T19:43
想不到我會跟教主看法一樣
Heather avatar
By Heather
at 2022-04-30T07:43
就i皇傻屌想騙錢騙炮(拜登)啊,反正能撈多少是多少
Connor avatar
By Connor
at 2022-04-30T23:56
幹 教主你之前說GG要維持常態500-600耶 怎麼現在說
要大屠殺
Megan avatar
By Megan
at 2022-05-05T17:14
看到教主發文 韭韭套住也安心惹
Adele avatar
By Adele
at 2022-05-10T07:42
薯條還能加大嗎
Sarah avatar
By Sarah
at 2022-05-12T18:47
教主出來穩定軍心了
Caroline avatar
By Caroline
at 2022-05-17T12:15
保證多少產量也是問題
Kyle avatar
By Kyle
at 2022-05-22T09:40
教主開示
Kyle avatar
By Kyle
at 2022-05-25T08:35
牙膏是哪一間
Kyle avatar
By Kyle
at 2022-05-28T13:19
教主我信仰不夠了怎麼辦
Olive avatar
By Olive
at 2022-05-30T04:12
半導體產業分析我只服教主==
Madame avatar
By Madame
at 2022-05-31T09:23
教主開示了!!!
Rosalind avatar
By Rosalind
at 2022-06-02T12:08
https://i.imgur.com/1nO2IqU.jpg
Quanna avatar
By Quanna
at 2022-06-07T04:12
參見教主
Edward Lewis avatar
By Edward Lewis
at 2022-06-08T12:17
就靠這篇 我決定繼續套牢不賣了 by 615t
Eartha avatar
By Eartha
at 2022-06-12T07:52
牙膏就是你電腦cpu那一家
Todd Johnson avatar
By Todd Johnson
at 2022-06-15T20:56
原來Intel主將是趙括...不然怎麼成就白起的戰功
Ophelia avatar
By Ophelia
at 2022-06-17T12:19
牙膏還以為能威脅到誰
Frederic avatar
By Frederic
at 2022-06-21T02:33
今天龍哥就有解說的很清楚
Audriana avatar
By Audriana
at 2022-06-21T13:43
只想知道gg能不能加碼其他我不想看也看不懂
Jack avatar
By Jack
at 2022-06-23T10:01
薯條跟信仰的至尊對決
Una avatar
By Una
at 2022-06-27T23:41
搶聯電的單?推文是不是搞錯戰場了
Edwina avatar
By Edwina
at 2022-07-01T23:11
歷史你也懂!?
Caitlin avatar
By Caitlin
at 2022-07-06T15:35
就武林盟主換人
Hedwig avatar
By Hedwig
at 2022-07-11T00:42
真的是這樣完全就是騙政府補助
Edward Lewis avatar
By Edward Lewis
at 2022-07-13T16:59
@ioofish: $89AMD快捏不住啦 || 我買88...
Frederica avatar
By Frederica
at 2022-07-17T12:07
教主 先99我的AMD
Catherine avatar
By Catherine
at 2022-07-17T19:08
AMD蘇媽應該有說清楚了吧...
Frederic avatar
By Frederic
at 2022-07-20T02:32
教主加持先推再說
Mason avatar
By Mason
at 2022-07-24T04:49
我還沒買GG,但其實已經注意長線買點中……
Noah avatar
By Noah
at 2022-07-25T06:15
噓用字 頭好痛
Mason avatar
By Mason
at 2022-07-29T18:13
https://i.imgur.com/HYrEN5b.jpg
Hamiltion avatar
By Hamiltion
at 2022-07-31T20:59
99amd
Ivy avatar
By Ivy
at 2022-08-04T06:17
AMD&TSM的Roadmap一直很穩,反觀INTC每天都不同版本
James avatar
By James
at 2022-08-04T16:15
真的
Rae avatar
By Rae
at 2022-08-07T02:08
聽教主的話 今晚薯條加大
Ivy avatar
By Ivy
at 2022-08-10T01:11
Lily avatar
By Lily
at 2022-08-11T12:23
感謝信心加持 99amd
Damian avatar
By Damian
at 2022-08-12T01:08
不要再喊多台GG了
Hazel avatar
By Hazel
at 2022-08-14T10:51
這200億的產能滿足首波客戶沒問題吧
Dinah avatar
By Dinah
at 2022-08-14T16:41
教主推
Belly avatar
By Belly
at 2022-08-18T11:14
中文不會好好打?
Kama avatar
By Kama
at 2022-08-18T17:48
教主好,GG抱緊處理嗎?
Brianna avatar
By Brianna
at 2022-08-19T04:53
教主開示了 大家GG捏緊!
Victoria avatar
By Victoria
at 2022-08-20T18:19
教主必須推
Lily avatar
By Lily
at 2022-08-22T22:24
William avatar
By William
at 2022-08-27T01:51
推教主
Valerie avatar
By Valerie
at 2022-08-29T12:47
99amd
George avatar
By George
at 2022-08-30T12:44
所以AMD要漲沒?
Blanche avatar
By Blanche
at 2022-08-31T12:14
教主開示
Margaret avatar
By Margaret
at 2022-09-04T00:38
我覺得有順便跟政府勒索補助的作用
Mary avatar
By Mary
at 2022-09-07T23:24
沒辦法 電子業就是這樣技術上你死我活 就是這麼殘酷
Rachel avatar
By Rachel
at 2022-09-09T13:01
AMD我早就買好了 謝謝十個A
Faithe avatar
By Faithe
at 2022-09-10T20:56
沒事啦 以後GG擴廠可以把intel的員工都挖過來用
Christine avatar
By Christine
at 2022-09-15T04:21
教主開釋
Edwina avatar
By Edwina
at 2022-09-15T07:55
感謝i皇讓我們有便宜GG買 等著i皇彎道翻車 不會有
人對GG沒信心還割肉吧XD
Elma avatar
By Elma
at 2022-09-17T17:16
連字都打不好 學人家發什麼文
Gary avatar
By Gary
at 2022-09-21T15:00
牙膏7MN推遲到2023了~GG3MN下半年投產了了恩
Noah avatar
By Noah
at 2022-09-25T04:48
哈哈哈哈哈哈哈哈
Caitlin avatar
By Caitlin
at 2022-09-28T08:45
果然還是教主有料
Frederic avatar
By Frederic
at 2022-09-29T16:27
牙膏還是早點把晶圓廠賣給GG吧
Zora avatar
By Zora
at 2022-10-04T16:11
推!!
Anthony avatar
By Anthony
at 2022-10-06T00:45
有沒有教主正二 我歐印
Adele avatar
By Adele
at 2022-10-06T18:48
99 amd
Ethan avatar
By Ethan
at 2022-10-08T02:08
穴穴美國人阿霸開示
Adele avatar
By Adele
at 2022-10-10T03:56
其實趙括有九成的責任 白起只是不小心贏的太漂亮了
愛兵如子 兵書有云 十則圍之 當時兩國兵力連一倍之
差都沒有 偏偏趙兵是被堵的死死的 這叫 自投羅網
Dinah avatar
By Dinah
at 2022-10-14T21:53
Ophelia avatar
By Ophelia
at 2022-10-19T04:14
林媽媽995
Ida avatar
By Ida
at 2022-10-19T15:38
感謝信心加持
Erin avatar
By Erin
at 2022-10-20T05:51
99gg 99AMD
David avatar
By David
at 2022-10-24T13:40
推教主
Kumar avatar
By Kumar
at 2022-10-24T21:16
GG不就是越跌越買越買越多嗎?
Rae avatar
By Rae
at 2022-10-29T15:59
推教主 薯條想加大啊
Joseph avatar
By Joseph
at 2022-10-31T15:27
教主吉祥
Ursula avatar
By Ursula
at 2022-11-01T04:50
不用猜了,股價走勢最真實。
Hamiltion avatar
By Hamiltion
at 2022-11-01T11:29
3天站的回去再說吧 不然就是自由落體囉
Todd Johnson avatar
By Todd Johnson
at 2022-11-03T20:34
什麼時候外資連買三天,我就進場共襄盛舉(抬轎)
Christine avatar
By Christine
at 2022-11-06T23:47
教主99 GG
Rae avatar
By Rae
at 2022-11-11T04:38
沒人質疑台積基本面吧是股價太高
Jacky avatar
By Jacky
at 2022-11-15T11:07
謝謝開釋
Ophelia avatar
By Ophelia
at 2022-11-16T05:33
GG 535止跌 起飛
Puput avatar
By Puput
at 2022-11-19T09:23
朝聖教主!
Charlotte avatar
By Charlotte
at 2022-11-20T09:29
笑死,乾脆幫台積美國場練兵
Xanthe avatar
By Xanthe
at 2022-11-22T12:05
養積戶
Zora avatar
By Zora
at 2022-11-23T11:23
教主只能推了
Donna avatar
By Donna
at 2022-11-28T08:18
看到沒,我老大也是懂歷史的好嘛,白起都出來了
Una avatar
By Una
at 2022-12-01T17:56
比較可能的狀況是 intel晶圓廠虧到受不了 賣給GG
Lydia avatar
By Lydia
at 2022-12-05T02:29
噓 Rin5566 : AMD蘇媽應該有說清楚了吧
Kelly avatar
By Kelly
at 2022-12-06T11:38
台積正常漲跌而已 Int$l 編編故事炒股 騙散戶
Zanna avatar
By Zanna
at 2022-12-07T00:24
結論呢==
Charlie avatar
By Charlie
at 2022-12-11T00:17
INTC股價會不會再一次反超AMD
Zanna avatar
By Zanna
at 2022-12-15T14:32
供三小
Steve avatar
By Steve
at 2022-12-20T03:22
Bethany avatar
By Bethany
at 2022-12-22T11:03
牙膏人才被挖角的也差不多了,即使有產能,技術也可
以預見地會後繼無力,還要這樣對員工是嫌加速不夠快
Queena avatar
By Queena
at 2022-12-24T04:30
朝聖
Lauren avatar
By Lauren
at 2022-12-24T19:36
遙想將近十年前台積電夜鷹計畫
Lydia avatar
By Lydia
at 2022-12-26T19:06
高貴I皇FAB都CALL VENDER,現在要被CALL 跪得下去?
Annie avatar
By Annie
at 2022-12-27T10:06
短線炒一炒而已啦
Donna avatar
By Donna
at 2022-12-30T04:35
真的想不到 現在沒有一家看得到台積電車尾燈
Margaret avatar
By Margaret
at 2023-01-03T09:11
想想還是AMD踏實,雖然無聊卻默默進步
Enid avatar
By Enid
at 2023-01-04T19:31
教主朝聖
Damian avatar
By Damian
at 2023-01-05T20:23
各位還不趕快all in
Eden avatar
By Eden
at 2023-01-07T06:56
教主開4
Necoo avatar
By Necoo
at 2023-01-09T11:33
partial in 萬一後面繼續跌不就沒得買了
Thomas avatar
By Thomas
at 2023-01-10T07:14
教主開示惹!
Jessica avatar
By Jessica
at 2023-01-14T07:21
外行的會賣 專業的會留下 就這樣
Susan avatar
By Susan
at 2023-01-18T00:54
推XDDDDDDD
Bennie avatar
By Bennie
at 2023-01-22T23:49
253545,懂?
Doris avatar
By Doris
at 2023-01-23T10:45
沒對帳單那說個毛?
Frederic avatar
By Frederic
at 2023-01-24T08:08
相信教主
Bethany avatar
By Bethany
at 2023-01-27T22:18
求白話 冬麻。藍麻 。94泥 窩吵
Jessica avatar
By Jessica
at 2023-01-31T23:59
還好我都吃得來速10元小薯就滿足了
Cara avatar
By Cara
at 2023-02-05T12:07
教主推
Andy avatar
By Andy
at 2023-02-09T18:43
這篇後半段分析的很中肯
有緣的看看吧
https://youtu.be/9QKN2XVnwu8
Yedda avatar
By Yedda
at 2023-02-11T01:37
純需某樓宣傳財經youtuber
Damian avatar
By Damian
at 2023-02-14T13:20
GG田田價不買等漲上去買嗎?
Regina avatar
By Regina
at 2023-02-18T23:37
推教主
Erin avatar
By Erin
at 2023-02-22T08:36
好 歐應台積
Olive avatar
By Olive
at 2023-02-23T00:55
老牙膏不講武德
Donna avatar
By Donna
at 2023-02-23T07:13
恭迎教主
Zora avatar
By Zora
at 2023-02-24T07:41
老ㄙ995我的AMD
Linda avatar
By Linda
at 2023-02-28T06:20
推教主 有牙膏 有白起
Rebecca avatar
By Rebecca
at 2023-03-03T11:32
教主
Joe avatar
By Joe
at 2023-03-03T18:42
GG殺孽深重RRRR
Blanche avatar
By Blanche
at 2023-03-06T22:38
AMD+GG VS INTEL
Steve avatar
By Steve
at 2023-03-08T03:16
能分析一下AMD什麼時候再次黃金交叉嗎XD
Anonymous avatar
By Anonymous
at 2023-03-11T00:27
感覺amd也是變相被打壓 80盤超久 拜登只認牙膏親兒
子484
Carol avatar
By Carol
at 2023-03-11T08:55
拱三小,按你釀
Rosalind avatar
By Rosalind
at 2023-03-11T15:10
那個年代四十萬灌水不知道多大,劉秀還呼叫火球打死
五十萬大軍咧
Queena avatar
By Queena
at 2023-03-13T12:20
Susan avatar
By Susan
at 2023-03-17T05:21
牙膏的Fab無塵室裡面是不是咖喱味很重教主能開示嗎
Sarah avatar
By Sarah
at 2023-03-19T01:19
教主穩定軍心
Megan avatar
By Megan
at 2023-03-23T15:52
公沙小
Caroline avatar
By Caroline
at 2023-03-25T05:44
教主這觀點蠻特別的
Connor avatar
By Connor
at 2023-03-26T17:27
推推啊
Sarah avatar
By Sarah
at 2023-03-30T00:34
睏霸數錢
Delia avatar
By Delia
at 2023-04-01T02:33
gg上看一千
Christine avatar
By Christine
at 2023-04-04T18:29
十年韭菜上看1000
Zora avatar
By Zora
at 2023-04-08T15:32
感謝教主開示
Heather avatar
By Heather
at 2023-04-11T22:33
教主推
Joseph avatar
By Joseph
at 2023-04-16T07:41
AMD最近在對岸賣翻了...股價還是死魚...唉
Cara avatar
By Cara
at 2023-04-18T03:27
99 AMC
Leila avatar
By Leila
at 2023-04-22T02:08
推教主
Jacky avatar
By Jacky
at 2023-04-24T08:50
中文爛到這樣
Puput avatar
By Puput
at 2023-04-26T20:36
教主洞察,真知灼見
Leila avatar
By Leila
at 2023-04-27T16:09
AMD如果再翻一倍我一定自費請教主來台灣瘋狂做菜
Skylar Davis avatar
By Skylar Davis
at 2023-04-28T21:35
外星人早就去台積輪班了,牙膏洗洗稅
Ingrid avatar
By Ingrid
at 2023-04-30T17:19
教主內行
Rosalind avatar
By Rosalind
at 2023-05-04T00:14
抱緊GG
Jack avatar
By Jack
at 2023-05-06T12:52
朝聖
Poppy avatar
By Poppy
at 2023-05-10T02:41
薯條加大
Ethan avatar
By Ethan
at 2023-05-11T11:40
朝聖 牙膏吃屎
Mia avatar
By Mia
at 2023-05-12T18:46
引用日經真的很文不對題,當年日本跟現在台灣的情勢
根本不一樣
Oliver avatar
By Oliver
at 2023-05-17T02:42
教主惠我良多
Liam avatar
By Liam
at 2023-05-18T03:37
言簡意賅 GG秋起乃
Steve avatar
By Steve
at 2023-05-22T05:32
看不懂
Carol avatar
By Carol
at 2023-05-26T02:07
GG捏起來
Sandy avatar
By Sandy
at 2023-05-28T05:14
教主
Liam avatar
By Liam
at 2023-05-29T04:54
免費的還是最強,免費兩座廠,自己不吃肉,拿來跟你
打價格戰也爽,很多人都在催眠自己,int7nm對台積電
影響不大,但影響也沒那麼小,股價跌個10~15%剛好
而已
Hazel avatar
By Hazel
at 2023-05-29T10:55
謝謝啊爸
Lucy avatar
By Lucy
at 2023-05-31T01:54
教主開示了
Tracy avatar
By Tracy
at 2023-06-01T16:49
謝教主芒果老濕
Freda avatar
By Freda
at 2023-06-02T04:08
新官上任需要公關也同時收編人馬收服各山頭啊~~
Valerie avatar
By Valerie
at 2023-06-03T12:29
gg=白起?
Belly avatar
By Belly
at 2023-06-07T13:08
薯條+da!
Mason avatar
By Mason
at 2023-06-11T02:33
空gme跟空intel,大家怎麼看
Liam avatar
By Liam
at 2023-06-14T20:56
教主推
Genevieve avatar
By Genevieve
at 2023-06-18T16:49
這策略就是打算分拆業務
Susan avatar
By Susan
at 2023-06-19T19:55
Intel是不會去挖角GG美國廠嗎
Belly avatar
By Belly
at 2023-06-22T23:09
懶趴真的要捏爆了
Caroline avatar
By Caroline
at 2023-06-25T14:10
GG脫台入美,問題就解決了,GG的問題是GG太大,台
灣太小
Lydia avatar
By Lydia
at 2023-06-27T13:45
分拆業務對INTC是利多 產線是個無底洞
Doris avatar
By Doris
at 2023-06-27T16:22
神預言
Elvira avatar
By Elvira
at 2023-06-30T06:06
不錯哦 一堆人AMD被套在高點

被動新兵報到 臺慶科4月下旬掛牌

Agatha avatar
By Agatha
at 2021-03-24T17:35
原文標題: 被動新兵報到 臺慶科4月下旬掛牌 原文連結: https://www.chinatimes.com/realtimenews/20210324003157-260410 發布時間: 2021/03/24 原文內容: 西北臺慶科技股份有限公司(以下簡稱臺慶科,股票代號3357),將於3月25日舉辦 ...

3546 宇峻 開獎

Kumar avatar
By Kumar
at 2021-03-24T17:35
1. 董事會擬議日期:110/03/24 2. 股利所屬年(季)度:109年 年度 3. 股利所屬期間:109/01/01 至 109/12/31 4. 股東配發內容:  (1)盈餘分配之現金股利(元/股):4.68057760  (2)法定盈餘公積發放之現金(元/股):0  (3)資本公積發放之現金(元/股 ...

榮星 1617開獎 現金0.6元

Jake avatar
By Jake
at 2021-03-24T17:28
1. 董事會擬議日期:110/03/23 2. 股利所屬年(季)度:109年 年度 3. 股利所屬期間:109/01/01 至 109/12/31 4. 股東配發內容:  (1)盈餘分配之現金股利(元/股):0.60000000  (2)法定盈餘公積發放之現金(元/股):0  (3)資本公積發放之現金(元/股 ...

英特爾執行長:2023年委台積電生產CPU

Donna avatar
By Donna
at 2021-03-24T17:23
※ 引述《chordate (封侯事在)》之銘言: : ※ 引述《rayccccc (\GG/ \GG/ \GG/)》之銘言: : : 就是2023會給別人代工一些產品的意思 : : 不過也沒明確指出是台積電 : : 這記者是怎麼如此肯定的? : 應該是來自Intel官方的pdf檔,引用CEO的談話 : ht ...

上銀是否再漲價看市況 電動車產品估最快

George avatar
By George
at 2021-03-24T17:16
原文標題: 上銀是否再漲價看市況 電動車產品估最快明年放量 原文連結: https://money.udn.com/money/story/5612/5340789 發布時間: 2021/3/24 原文內容: 傳動元件大廠上銀董事長卓文恒預估,今年工具機產業景氣可較去年佳,部分產品交期拉 長到6個月;今 ...