台積電2330的未來? - 股票

By Faithe
at 2018-05-27T08:24
at 2018-05-27T08:24
Table of Contents
GG會不會GG??
我能想到的有下列幾點:
正面1、台積電7nm應該是宇宙無敵,贏者通吃,但是背後有三星7nmEUV追趕。
正面2、物聯網,AI晶片炒的很熱,會不會是雷聲大雨點小,就像3D列印一樣。
負面1、佔總營收4%挖礦晶片會不會泡沫化?
負面2、智慧手機已經飽和,換機潮越來越弱?
負面3、GG人事凍結,下半年定單不明
https://imgur.com/gallery/cqOU5q8
負面4、張忠謀退休,戰國時代開始。
誰能分析一下EUV未來發展趨勢?台積電是否還保有高良率的優勢?三星率先導入EUV,良
率是提升??還是良率始終還是一樣爛??
看看蘋果股價在歷史高點附近,而台積電反而是跌下來,是有人看到未來台積電的利空嗎
?
以下開放討論,請鞭小力點
--
我能想到的有下列幾點:
正面1、台積電7nm應該是宇宙無敵,贏者通吃,但是背後有三星7nmEUV追趕。
正面2、物聯網,AI晶片炒的很熱,會不會是雷聲大雨點小,就像3D列印一樣。
負面1、佔總營收4%挖礦晶片會不會泡沫化?
負面2、智慧手機已經飽和,換機潮越來越弱?
負面3、GG人事凍結,下半年定單不明
https://imgur.com/gallery/cqOU5q8
負面4、張忠謀退休,戰國時代開始。
誰能分析一下EUV未來發展趨勢?台積電是否還保有高良率的優勢?三星率先導入EUV,良
率是提升??還是良率始終還是一樣爛??
看看蘋果股價在歷史高點附近,而台積電反而是跌下來,是有人看到未來台積電的利空嗎
?
以下開放討論,請鞭小力點
--
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