台積電劉德音示警疫情導致半導體重複下 - 股票

By Faithe
at 2021-03-30T21:33

Table of Contents

原文標題：台積電劉德音示警疫情導致半導體重複下單

原文連結：https://money.udn.com/money/story/5612/5354964

發布時間：2021-03-30 20:28

原文內容：
台灣半導體產業協會（TSIA）理事長劉德音今日出席協會會員大會後提到，今天半導體晶
片短缺有三個主要原因，不論在哪個國家生產都會有這些因素，希望世界對台灣不要有誤
解。

台積電（2330）董事長劉德音今日以TSIA理事長身分接受媒體訪問指出，最近大家擔心全
球半導體晶片的短缺，有人說因為晶片都僅在台灣製造有關，但其實今天的短缺，無論在
哪邊生產，短缺都會發生，希望世界對台灣不要有誤解，現在晶片短缺有三個主要原因，
第一，新冠疫情（Covid-19）導致供應鏈庫存堆積。

第二，劉德音指出，則是不確定因素增加，來自美中貿易戰使供應鏈與市場占比的轉移，
其他競爭者預期華為因制裁失去市占後可以拿到更多市占，這些不確定因素導致重複下單
，實際產能其實大於真正市場需求。

第三，劉德音指出，則是新冠疫情加速數位轉型，工作與生活型態改變。

心得/評論：
這些不確定因素導致重複下單(1/1)，實際產能其實大於真正市場需求。

--

Tags: 股票

All Comments

By Tristan Cohan
at 2021-04-02T07:31

崩

By James
at 2021-04-06T09:50

Overbooking

By Aaliyah
at 2021-04-07T03:38

嘉偉老師早說過了 OVERBOOKING!

By Adele
at 2021-04-10T11:10

代表晶圓供過於求，要崩了

By Quintina
at 2021-04-11T19:14

哇你終於得到鬼故事

By Daph Bay
at 2021-04-16T16:02

ooooooooverbooking da！！！！

By Caroline
at 2021-04-21T06:08

嘉偉老師早說過了 OVERBOOKING!...XD

By Ethan
at 2021-04-23T00:28

快逃～嘉偉老蘇來自未來

By Aaliyah
at 2021-04-25T06:50

鬼故事太早了

By Hedda
at 2021-04-27T13:19

嘎偉老蘇只是看的比較遠XD

By Heather
at 2021-04-28T16:08

大哥出來說話了

By Megan
at 2021-04-29T21:34

挖幹劉總自己說的慘了

By Queena
at 2021-05-03T22:23

overbooking（1/1）

By Lily
at 2021-05-04T10:35

Overbooking，一切的一切都預告在先我是市場最準
的

By Frederica
at 2021-05-07T23:50

overbooking

By Irma
at 2021-05-10T14:13

老蘇先知

By Puput
at 2021-05-13T21:24

老蘇的overbooking獲GG贊同明天丸子

By Selena
at 2021-05-18T17:10

O..

By Iris
at 2021-05-22T03:52

+~老師早就預告了被當笑話

By Edwina
at 2021-05-25T19:39

又要死二線了

By Blanche
at 2021-05-28T17:54

偉黑小魚慘囉

By Joseph
at 2021-06-01T16:18

準備崩崩

By Isabella
at 2021-06-02T02:58

吃貨文咦？

By Wallis
at 2021-06-05T06:17

overbooking來了!

By Eden
at 2021-06-09T05:12

Overbooking!!!不妙丸子崩崩這只是剛開始

By Candice
at 2021-06-12T16:09

華為失其鹿，天下共逐之

By Lily
at 2021-06-12T23:49

劉說的話能信嗎? 少年股神還不出來反駁

By Andy
at 2021-06-16T09:09

搶占市場份額，你敢不下單嗎？下了單也沒辦法取消
這就是軍備競賽的威力，而且這也不是短期現象
華為空出來的市場份額，你會搶輸一季就不搶下一季嗎

By Belly
at 2021-06-18T23:45

overbooking

By Anthony
at 2021-06-19T04:13

我猜這個新聞老蘇明天可以講15分鐘!!

By Poppy
at 2021-06-23T02:54

聯電：好不容易50惹又搞我啊

By Suhail Hany
at 2021-06-24T18:32

不是啊！疫情是導致轉型，想華為市場導致重複下單，
記者自己排列組合喔

By Victoria
at 2021-06-25T05:00

完了台積的新蓋廠房要變蚊子館了...

By Oscar
at 2021-06-29T13:27

也就是糕點到惹

By Olga
at 2021-07-03T01:35

他是說晶圓產業吧像車用之類的

By Andy
at 2021-07-06T00:41

叫其他人不要傻傻地開新產能跟台GG競爭

By John
at 2021-07-10T14:04

產能還是滿的呀

By Dorothy
at 2021-07-14T20:08

+~老師是對的!!!!!!!!!!!!!!!!!!!

By Susan
at 2021-07-16T13:38

劉德音講的是事實，但是搶占市場空缺的下單無法取消

By Lauren
at 2021-07-17T23:13

比較像再講聯電力積電吧

By Vanessa
at 2021-07-18T16:37

進口車根本拿不到新車 @@

By Hardy
at 2021-07-18T17:38

丸子.....怎麼這麼老實

By Joe
at 2021-07-20T17:21

崩

By Agnes
at 2021-07-25T15:05

覺得外資看到這個訊息反而會買

By Carolina Franco
at 2021-07-26T04:24

市場只有一支手機的空缺，小米、oppo都下單，重複下

By Charlotte
at 2021-07-27T15:17

哇草！這不就是overbooking！！！

By Brianna
at 2021-07-28T15:18

overbooking!嘉偉講了半年的故事要一一實現啦

By Carolina Franco
at 2021-08-02T12:57

請問小米和oppo會取消嗎？不會
頂多賣不出去滯銷而已

By Kristin
at 2021-08-03T06:52

overbooking(1/1)

By Todd Johnson
at 2021-08-05T10:27

再來改不會碼頭工人要...

By Megan
at 2021-08-06T16:21

從沒見過如此老實的公司 ...

By Ursula
at 2021-08-11T07:48

第二點可能是利空啦但是第三點不也提到生活改變

By Cara
at 2021-08-11T10:12

先知老蘇

By Edward Lewis
at 2021-08-11T19:04

第3點在講宅經濟，等解封後宅經濟需求疲弱，晶圓供
應過剩

By Hazel
at 2021-08-16T05:20

2021電子股大危機!!!!!

By Hedwig
at 2021-08-16T21:17

好的壞的都講這麼老實的公司不持有說得過去嗎

By Rae
at 2021-08-20T18:51

繼續檢gg

By Daph Bay
at 2021-08-21T16:09

嚴格來說第二點甚至也不算利空，比較像在安撫市場
更像在跟歐美說，你們別進來做啊，會燙傷的

By Andrew
at 2021-08-24T19:38

你會發現嘉偉老師說的鬼故事一個一個實現！！！

By Harry
at 2021-08-26T18:42

誠實的公司不多了

By Hazel
at 2021-08-28T01:43

產能大於需求你還加碼那麼多資本支出蓋廠房!?

By Charlotte
at 2021-08-31T17:28

股災來了這!只是剛~開~始~

By Bennie
at 2021-09-03T18:47

太誠實了啦幹學學蝗蟲你現在股價絕對破千QQ

By Delia
at 2021-09-08T09:20

........大哥這樣好嗎

By Oscar
at 2021-09-08T15:03

老蘇我錯了 QQ

By Lily
at 2021-09-13T03:10

蝗：莫非要再次下市了，0.3再收一次

By Emma
at 2021-09-17T18:49

張忠謀:前方看不見一片烏雲 vs 劉德音:Overbooking

By Sierra Rose
at 2021-09-17T22:47

現在覺得這根本再跟歐美說吧，現在一窩蜂瘋要發展
晶圓

By Blanche
at 2021-09-20T00:16

結果最後老大自己出來講鬼故事丸...

By Annie
at 2021-09-20T07:05

這有個問題如果沒這麼多需求

By Sandy
at 2021-09-22T02:27

overbooking (1/1)

By William
at 2021-09-26T17:05

德音就是猛，剛跌破六百就要練出四頭Ｇ

By Anthony
at 2021-10-01T01:34

晶片夠用的意思

By Erin
at 2021-10-02T16:55

小兒看到這席話陷入混亂中不知該進貨還倒貨XD

By Necoo
at 2021-10-03T05:40

太誠實了內部人說話一! 定! 崩!

By Gilbert
at 2021-10-05T20:41

哈到底真缺還假缺讓我們看下去

By Rebecca
at 2021-10-06T05:51

又迫使其他國家狂蓋晶圓廠到時候真的會供過於求

By Ida
at 2021-10-07T18:42

overbooking (1/1)

By Connor
at 2021-10-10T10:11

QQ塊陶啊啊啊啊啊啊啊啊啊啊啊！

By Necoo
at 2021-10-14T14:53

老蘇預告在前8

By Ingrid
at 2021-10-18T14:56

到時候就真的是泡沫

By Hazel
at 2021-10-23T03:43

靠邀吞一根了

By Charlotte
at 2021-10-26T12:26

意思是叫其他人不要做我做就夠應付了

By Edward Lewis
at 2021-10-30T08:38

全都是泡沫

By Cara
at 2021-10-31T02:23

先預告明天講整集

By Frederic
at 2021-11-01T07:35

就像疫苗阿列強也是超買啊過期還是要丟阿

By Hazel
at 2021-11-03T16:27

高階晶圓不好進入容易產能過剩那就是二哥了啊

By Susan
at 2021-11-07T21:27

一堆人只看標題

By Jack
at 2021-11-10T05:15

電子股大危機 Overbooooking

By Rosalind
at 2021-11-12T04:33

你現在這位置喊水會結凍謹言慎行

By Frederica
at 2021-11-16T14:58

重複下單可以隨便取消嗎
這時候喊是不希望台積電太快站穩600嗎

By Charlie
at 2021-11-19T23:42

哈哈嘎尾明天真的會講這Part 笑死

By Hedy
at 2021-11-20T11:41

崩

By Leila
at 2021-11-20T21:53

這·只是剛開始。我們...明天見

By Carolina Franco
at 2021-11-22T09:56

崩了，快逃

By Candice
at 2021-11-27T01:22

難怪今日指數拉高

By Una
at 2021-11-27T05:15

好啦，重複下單人家還是要付錢的，崩什麼崩

By Kama
at 2021-11-29T19:26

完了

By Olga
at 2021-12-02T16:10

overbooking大獲全勝

By Valerie
at 2021-12-06T09:01

+~老蘇領先全球

By Carol
at 2021-12-09T03:35

老師真的看得太遠被嘎這麼多，該還他公道了

By Joseph
at 2021-12-09T23:30

這篇新聞老蘇明天應該會拿出來講

By Gary
at 2021-12-13T22:50

明天電子股不妙

By Kristin
at 2021-12-17T21:20

涼了快逃

By Enid
at 2021-12-19T14:14

明天要跌停了嗎...

By Lydia
at 2021-12-20T06:45

就是叫後來者不要再種鳳梨啦
這篇貼出來 adr就翻紅了好可怕的overbooking

By Andrew
at 2021-12-23T22:08

overbooking(1/1)

By Enid
at 2021-12-27T12:06

老蘇沒有輸，只是看得比較遠

By Edith
at 2021-12-30T08:42

嘎偉老輸贏了！當你看到overbooking，台積已經跌破6
00

By Sandy
at 2021-12-31T13:02

overbooking

By Edward Lewis
at 2022-01-05T12:51

哇靠

By Rae
at 2022-01-07T19:13

オーバーブッキング

By Damian
at 2022-01-11T18:32

喔喔喔利空來的有點早。那應該還有ㄧ小段

By Sierra Rose
at 2022-01-16T02:20

狂蓋晶圓廠真的是傻了Fab超級燒錢真的那嗎好賺聯電
先進怎麼不大規模擴廠

By Poppy
at 2022-01-16T05:18

6字頭準備套一輩子了

By Suhail Hany
at 2022-01-18T19:12

噴爆

By Belly
at 2022-01-22T07:28

尤其是五毛現在砸的錢我敢說之後絕對打水漂

By Bennie
at 2022-01-24T01:09

Overbooking!! 老蘇有講~你有沒有在聽傻多

By Madame
at 2022-01-28T20:27

表特男神沒有輸！！

By Kumar
at 2022-01-31T15:30

一切預告在前嘉瑋老師大獲全勝

By Elvira
at 2022-02-05T10:19

照崩崩

By Genevieve
at 2022-02-07T00:00

小兒又要拋棄角落生物了嗎：（

By Kumar
at 2022-02-10T08:59

之後的晶圓廠應該只有先進製程能夠維持高毛利，較
落後的成熟製程毛利只會越來越差，聯電先進這些大廠
因為成本攤提的差不多才能維持利潤

By Skylar DavisLinda
at 2022-02-14T05:07

過頭書!!!!!!!!!!!!!!!!!!!!!!!!!

By Heather
at 2022-02-15T17:30

利空就是買點~零股塔買起來

By Olive
at 2022-02-19T02:01

清明掃多軍的墓

By Catherine
at 2022-02-21T02:11

外資貨還沒倒完利空太早釋出了啦

By Odelette
at 2022-02-24T00:30

簡單說就是訂單爆幹多

By Joseph
at 2022-02-28T01:16

明天跌停賣出來喔～～

By Audriana
at 2022-03-02T21:57

來跟著我唸 o-v-e-r-b-o-o-k-i-n-g

By Tracy
at 2022-03-05T09:13

老蘇你來自未來？！

By Kyle
at 2022-03-06T04:09

這篇新聞的解是二三線廠要小心...
先進製程目前只有GG能做

By Lucy
at 2022-03-09T22:58

笑死這樣講明天絕對電梯向下啊 adr在給劉尊重了

By Wallis
at 2022-03-10T18:40

重複下單會付錢沒錯，但是下次下單就要隔更久

By Annie
at 2022-03-13T23:33

老蘇大獲全勝

By Barb Cronin
at 2022-03-15T02:44

多蛙不會信的

By Ethan
at 2022-03-19T23:09

嘎偉又在講笑話...幹是劉德音說的

By Erin
at 2022-03-20T01:17

overbooking應該是指車用晶片之類

By Eden
at 2022-03-22T23:10

看來台積蚊子館落成只差一步了

By Elizabeth
at 2022-03-24T16:18

唱過忘情水就了不起喔？

By Agatha
at 2022-03-29T14:39

羨慕6j哥的0050賣在最高點

By David
at 2022-04-02T18:09

有種跌到500阿

By Candice
at 2022-04-07T17:13

overbooking下午不是喊過了嗎

By Bethany
at 2022-04-12T08:46

overbooking都是真的!!

By Poppy
at 2022-04-17T06:01

老師先知！！！

By Leila
at 2022-04-17T12:49

老書：一切的一切預告在前
請收下我的膝蓋
空在起跌點補在反彈時

By Edith
at 2022-04-18T11:52

二線廠要小心了

By Ethan
at 2022-04-23T00:14

丸子！！崩崩！！

By Hamiltion
at 2022-04-25T06:51

老蘇是先知是對的！

By Edward Lewis
at 2022-04-26T08:01

放空教戰手則

By Tristan Cohan
at 2022-04-30T17:14

嘉偉老師信徒?

By Hamiltion
at 2022-05-03T00:26

自己狂蓋廠才在說overbooking，該不會是不希望別人
跟他搶生意啊

By Michael
at 2022-05-06T03:42

GG原本產能早就滿載該擔心的是因為疫情才滿載的二三
線廠吧...

By Necoo
at 2022-05-08T16:01

真的是Overbooking

By Poppy
at 2022-05-12T20:02

XDDDD

By Bethany
at 2022-05-14T15:59

執行長親口承認半導體重覆下單慟!!

By Frederic
at 2022-05-15T14:08

+~:當你在報紙上看到時股價早已咪咪冇冇！

By Dorothy
at 2022-05-17T05:31

over booking!!!!

By Dorothy
at 2022-05-18T17:53

overbooking（1/1）

By Dinah
at 2022-05-23T05:36

一邊喊產能過剩一邊蓋新廠是跟高盛大小摩學的嗎？

By Thomas
at 2022-05-23T12:02

明天我猜跳空開585

By Dorothy
at 2022-05-26T10:10

終於還老蘇公道

By Selena
at 2022-05-26T12:44

劉德音原來是+～

By Robert
at 2022-05-27T22:41

這應該最不影響產能滿載的GG 反而是其他廠才要擔心

By Dinah
at 2022-05-30T14:43

先知果然是孤獨

By Rae
at 2022-06-01T04:41

出貨

By Susan
at 2022-06-01T11:36

很誠實，但產能還是不夠啊

By Selena
at 2022-06-03T06:53

Overbooking！！！！嘉偉老師大獲全勝

By Isla
at 2022-06-05T23:01

+~派來的

By Gary
at 2022-06-08T04:35

我覺得該小心的是力積電才對....

By Yedda
at 2022-06-12T23:28

德音是不是跟了破盤價會員

By Andrew
at 2022-06-16T14:17

他的意思是產能足夠阿，準備噴爆看不懂嗎

By Jake
at 2022-06-19T04:43

面具摘下發現是老師

By Gilbert
at 2022-06-21T02:46

明天吞一根

By Ivy
at 2022-06-21T05:11

老蘇明天準備大獲全勝

By Madame
at 2022-06-21T08:20

全部電子多了30%營收明明世界人口沒多30% 重複下單

By Rosalind
at 2022-06-25T03:37

傻了嗎，科技進步每個人還會只用一樣多的晶片嗎
IOT 車用晶片不會增加? 猴子嗎

By Kristin
at 2022-06-25T16:59

第一個死的是聯電八

By Mary
at 2022-06-29T10:09

G粉們：利空出盡

By Bethany
at 2022-06-30T23:26

其實很多大師級人物在老師先提出後在媒體上都有談
到類似問題

By David
at 2022-07-03T16:05

完了

By Jacob
at 2022-07-04T11:35

天公伯終於還給老師一個公道

By Olive
at 2022-07-06T00:22

聯電至少沒有亂擴廠成本也攤提的差不多

By Madame
at 2022-07-10T14:59

車用未來增加手機未來衰退阿懂不懂
他只是在示警其他二線廠商不要盲目擴廠八

By Michael
at 2022-07-14T06:59

那台積電在美國新蓋那麼多廠又是什麼，overbuilding
? GG少在那喊空做多

By Gilbert
at 2022-07-17T15:59

力積電今年蓋的廠又不是無可取代的先進製程...

By Sierra Rose
at 2022-07-20T23:02

不只半導體吧，很多都這樣，被這次缺貨嚇到了瘋狂
堆貨，產能滿載接下來很多公司五六月營收會飆高，
當然先進場再說，記得跑快點喔

By Ula
at 2022-07-24T22:33

ya ! 利空來了 !!!!

By Yuri
at 2022-07-28T16:09

處理器只有增加好嗎，只會看手機? 念書好嗎

By David
at 2022-08-01T15:44

朝聖朝聖

By Anonymous
at 2022-08-05T08:15

GG蓋的是5奈米、3奈米的新廠目前還是寡占市場

By Ursula
at 2022-08-07T00:58

這只是剛開始而已

By Lauren
at 2022-08-10T20:06

就像那些說中央處理是趨勢所以晶片會減少傻孩子依樣
當GG資本支出是笨蛋的傢伙現在快樂得住在公園裡

By Necoo
at 2022-08-14T05:53

別搓破啊，這樣我怎麼便宜加倉

By Ivy
at 2022-08-16T09:56

上次記者問他，不是說要重新定義庫存嗎?

By Tracy
at 2022-08-20T16:57

台積電就是這一點讓人欣賞說該說的實話

By Adele
at 2022-08-21T10:05

爽啦，要開崩囉！

By Erin
at 2022-08-22T05:09

intel如果要搶生意，大家都是看做台積電的利空，少
在那扯別人XDDD

By Elvira
at 2022-08-24T23:22

如果GG是該28奈米新廠來做車用那就真的死定

By Cara
at 2022-08-28T00:19

6j不是出在133？

By Odelette
at 2022-09-01T03:40

技術落後於28奈米的成熟製程應該是overbooking最嚴
重的
高速運算還是很缺

By Elizabeth
at 2022-09-04T05:20

台積電蓋的新廠都是先進製程，跟目前的缺貨完全無干
現在搶著蓋的都是成熟製程，這塊之後一定會下來

By Faithe
at 2022-09-08T22:31

車用晶片缺貨很像當年的被動之亂價錢被亂炒

By William
at 2022-09-11T03:43

最近半導體回檔不就是因為這個...？

By Eartha
at 2022-09-15T00:12

車用晶片二三線廠都能做根本用不到GG的先進製程
聯電就很聰明啊沒有盲目亂擴廠

By Olivia
at 2022-09-18T18:13

GG ：聯電你漲價漲的很爽齁！其實都是都是overbook
ing!

By Sierra Rose
at 2022-09-20T01:58

養Fab成本超級高如果真的那麼好賺聯電幹嘛不擴廠

By Jake
at 2022-09-23T09:29

可憐啊力積電

By Christine
at 2022-09-28T05:02

這新聞真的表達的不好

By Charlotte
at 2022-09-30T18:00

沒錯，哪像台積電盲目新建6個廠，還在美國成本那麼
高的地方XD

By James
at 2022-10-04T09:08

目前是日本薩達大火會漲一波

By Quintina
at 2022-10-07T13:28

呵呵真正慘的是二三線廠，一堆搞不清狀況的

By Charlie
at 2022-10-09T01:27

明天到底是吃貨還是出貨@@

By Liam
at 2022-10-09T12:19

GG美國廠是被逼去的他也不想好嗎

By Irma
at 2022-10-13T11:52

99蝗蟲 99力G電蝗蟲說好的帶我飛呢

By Olive
at 2022-10-16T02:49

https://bit.ly/2PELvVR

By Frederic
at 2022-10-16T06:19

不過GG先進製程的毛利夠高還美國廠還撐得下來

By Frederica
at 2022-10-16T22:46

平板、筆電都有overbooking、也會傷到GG

By Quanna
at 2022-10-17T01:17

+~:可憐啊德音我會員 (?)

By Ophelia
at 2022-10-20T15:39

明天可以跌停價買到台G嗎？

By Kristin
at 2022-10-22T06:25

太誠實了

By Queena
at 2022-10-23T03:35

如果真的會生產過剩，那6個新廠不就剩到爆

By Mia
at 2022-10-28T01:43

一堆空手的在爽什麼

By Yuri
at 2022-10-29T20:19

崩

By Lily
at 2022-11-03T15:38

明天應該是崩了鴻海台積電利空

By Valerie
at 2022-11-04T00:38

清明變盤

By Oliver
at 2022-11-04T11:53

哈哈哈笑死

By Ivy
at 2022-11-08T15:02

老蘇>阿音
不是阿那你去蓋六個廠幹嘛

By Margaret
at 2022-11-12T00:02

看成TSLA

By Olive
at 2022-11-13T09:54

美國產是蓋5奈米的先進製程..而且是被美國政府逼著
過去設廠的，如果美國沒有需求會逼你去設廠？美國
為什麼不逼三星聯電去美國設新廠？

By Linda
at 2022-11-16T23:54

掰掰

By Margaret
at 2022-11-19T20:35

老蘇就是厲害

By Daniel
at 2022-11-23T02:43

那又如何？所以呢？現在還是缺貨啊

By Genevieve
at 2022-11-28T00:00

請謹言慎行

By Kama
at 2022-11-30T08:29

Overrrrrrrrrrrr

By Bennie
at 2022-11-30T23:51

早說了需求決定市場不是產能決定市場

By Bennie
at 2022-12-03T19:18

成熟製程的表示:

By Wallis
at 2022-12-08T15:11

如果明天GG崩5%以上絕對是買點不信就算了

By Sandy
at 2022-12-12T02:36

上面好多人連這基本供需道理都不懂還在喊缺貨

By Elvira
at 2022-12-16T16:39

哭啊美股都跌

By Linda
at 2022-12-17T08:49

終於還老師一個清白了

By George
at 2022-12-19T00:15

美國逼著去，蓋一個廠意思意思就夠了，還蓋到6座，
當別人三歲小孩喔，怎麼看都像是叫被人別跟他們搶
生意的說法

By Valerie
at 2022-12-19T20:50

老輸是對的

By Oliver
at 2022-12-20T03:04

其實就算真的overbooking嚴重，代工封測材料照樣爽

By Rebecca
at 2022-12-22T04:49

之後最慘一定車用晶片現在像瘋子一樣喊缺貨到時一

By Rebecca
at 2022-12-23T11:42

定像啥一樣多的滿出來

By Quanna
at 2022-12-28T11:37

Overbooking

By Emma
at 2022-12-31T13:39

如果GG領導階層決策是三歲小孩那真的可以空下去了..

By Heather
at 2023-01-02T18:46

太誠實了吧QQ

By Necoo
at 2023-01-07T18:20

老劉表面忠厚老實實際上城府很深的說overbooking
但自己回頭蓋一堆廠你覺得是為什麼？
你還真以為他誠實？對啦他是誠實的說拎北的廠才有

By Megan
at 2023-01-11T20:23

overbooking

By Ethan
at 2023-01-15T11:55

上下慘中段還是發大財內行都說成熟製程的更爽好嗎

By Michael
at 2023-01-18T19:23

https://i.imgur.com/JAllbnO.jpg

By Anthony
at 2023-01-20T11:33

明天會跌停嗎？…我650買的怎麼辦

By Megan
at 2023-01-21T22:26

競爭力你各位再蓋小心之後翻船

By Leila
at 2023-01-24T15:38

重複下單的理由很牽強

By Eartha
at 2023-01-25T18:53

GG蓋的是先進製程，中國蓋的是文字館這就是差別

By Susan
at 2023-01-30T12:17

歐巴哺Kingggggggg!!!

By Poppy
at 2023-02-04T08:06

二哥仙境把錢還我老夫不玩了

By Connor
at 2023-02-08T17:27

去年他決定蓋一堆廠不知道overbooking嗎？壞GG
他是在警告Intel 你蓋下去會很麻煩的

By Hamiltion
at 2023-02-09T07:46

先搶先贏

By Kumar
at 2023-02-09T17:31

strlen這個解讀不錯唷剛好就是講中五毛XD

By Quintina
at 2023-02-11T00:03

老大你這樣講電梯要向下了

By Donna
at 2023-02-15T08:13

就跟外資一樣，別看外資說什麼，看他們怎麼做比較
重要，狂蓋6座新廠不就表示晶片會缺到連加進這6座
他們都覺得ok嗎？

By Sierra Rose
at 2023-02-16T18:41

還有其它二三線場劉：你各位耗子尾汁
劉他就主事者連老蘇都知道他會不知道overbooking

By Olivia
at 2023-02-20T00:16

擊沈GG,再來就是那些亂漲的IC股

By Kelly
at 2023-02-23T13:38

老蘇預告在前，不要不信邪

By Quanna
at 2023-02-24T21:01

喔那你幹嘛不一次擴10個FAB 呵

By Candice
at 2023-02-24T23:19

美國的六個新廠是蓋來生產美國軍工武器的，不會跟普
通市場競爭，而且未來電動車如果開放Lv3以上的自駕
系統，就要使用到10奈米以下的先進晶片，所以對台積
根本沒有產能過剩的問題，要擔心的是製造20奈米以上
的二線廠，才有產能過剩問題

By Edith
at 2023-02-25T05:39

爽喔哈哈哈哈洽馬洽馬

By Erin
at 2023-02-27T11:48

慘崩

By Steve
at 2023-02-27T23:56

intel蓋廠技術沒問題啦只是他做代工要接誰的訂單才
是問題

By Sandy
at 2023-03-02T18:35

講這幹嘛

By Dinah
at 2023-03-04T02:34

歐ㄅ哺King

By Mia
at 2023-03-08T14:41

崩個頭營收也跟著上來有啥好崩

By Sarah
at 2023-03-11T05:59

檯面上會用到先進製程的大廠通通都是牙膏的對手

By Candice
at 2023-03-15T04:43

Overbooking~~~

By Doris
at 2023-03-17T04:12

美國為什麼不逼三星聯電去設廠？你以為GG真的想去
唷...

By Isla
at 2023-03-21T09:48

法人再來R

By Quanna
at 2023-03-23T17:10

老蘇先知每天耳提面命苦勸你們這些傻多

By Todd Johnson
at 2023-03-27T10:31

這個發言如果會影響到2、3線廠，那白天就不會漲聯
電、跌台積了啦，笑死

By Gary
at 2023-03-29T14:46

超買

By Susan
at 2023-03-31T06:37

笑死你股價只看一天的嗎？一兩年後再來看就知道了

By Rachel
at 2023-03-31T12:10

是吃了誠實豆沙包嗎

By Rae
at 2023-03-31T14:30

還不趕快下車再不下沒機會囉

By Genevieve
at 2023-04-03T10:07

如果連GG都被影響那二三線廠只會死得更快，沒有漲二
三線跌GG的道理

By Victoria
at 2023-04-04T09:36

韭菜GG一張不賣奇蹟自來

By Michael
at 2023-04-05T14:18

直接的消息面都衝擊不到今天聯電的股價，外資還買
超第一，怎麼還有人一直想踩其他晶圓代工捧台積喔
，哈哈哈

By Necoo
at 2023-04-09T01:37

重複下單OK 但就是大家怕缺貨跟衛生紙一樣
短期根本無法消化掉他說的可能要等疫情退散還早

By Gilbert
at 2023-04-13T01:02

明天山山

By Steve
at 2023-04-16T06:43

+~老師先知

By Daph Bay
at 2023-04-18T02:16

二哥仙境蝗蟲把錢還我老夫不玩了

By Odelette
at 2023-04-18T17:48

他說是真的ADR完全沒反應

By Kyle
at 2023-04-19T02:01

這是在警告其他人不用來分食這個大餅吧

By Lily
at 2023-04-23T02:59

老蘇鮮汁啊

By Brianna
at 2023-04-25T02:41

這意思不是指如果各國廠商照著排單的話
產能就夠？但哪有可能不搶？又沒人想虧錢

By Blanche
at 2023-04-28T03:33

真害，說了實話

By Necoo
at 2023-05-02T17:34

包含ic設計看起來山雨欲來，大家看著辦吧

By Carol
at 2023-05-06T01:17

https://i.imgur.com/cUykhpk.jpg

By Necoo
at 2023-05-06T12:29

？重複下單照樣要吃下去啊不然咧？

By Rebecca
at 2023-05-10T19:54

踩什麼？聯電從來都不是GG的對手吧....
二哥股價有生之年應該很難超越GG

By Gilbert
at 2023-05-15T01:19

二哥鬼鬼故事到哪裡了

By Hardy
at 2023-05-16T15:57

就是台積電貪心，不想要其他人跟他分食超缺的大餅
，才用恐嚇這招想逼退競爭對手

By George
at 2023-05-21T05:25

白話：有人囤晶片

By Ida
at 2023-05-25T00:45

庫存到時候一定多到滿出來

By Delia
at 2023-05-26T17:23

只有站在那個位置才能看到全市場

By Hedy
at 2023-05-30T07:01

你不知道聯電世界力積電都是撿GG吃不下或不屑作的訂
單嗎...

By Sierra Rose
at 2023-05-31T06:21

說給I皇聽的: 代工其實沒那麼好賺 I皇:當我傻了?

By Donna
at 2023-06-01T19:50

這是反應未來的還沒這麼快2-3年後真的疫情趨緩才可
聯電根本不是對手應該是講給I聽的

By Jack
at 2023-06-03T10:55

明天掛漲停買得到嗎

By Jack
at 2023-06-05T00:23

GG跳下來跟你搶28奈米車用晶片那才是真的完蛋
我也覺得是講給牙膏聽的

By Olive
at 2023-06-09T09:22

劉上次嗆過三爽這次是針對其他二線廠說話嗎

By Selena
at 2023-06-12T09:08

台積一直都是最正直從不說大話

By Dora
at 2023-06-16T21:02

喊給那些要擴廠的傻B聽吧到時虧爆不要怪我大GG

By Christine
at 2023-06-18T14:24

二哥不就是沒擴所以才大漲？業內去年都知道吧

By Jack
at 2023-06-20T21:22

GG才懶的搶車用,毛多毛利少,又不是有空間要填

By Tom
at 2023-06-23T02:55

聯電今天漲，也沒把下跌的台積電當成對手的意思吧
，哈哈哈

By Frederic
at 2023-06-27T20:09

崩...

By James
at 2023-06-30T14:10

牙膏才剛宣佈砸錢擴廠劉就跑出來講實話？怎不去年講
他在那個位置肯定是兩年後的遠景都看好了

By Anonymous
at 2023-06-30T18:00

所以他講這個重要的不是內容是講的時機點.......
既然是時機點那不就是在對牙膏嗆聲
只不過這就是台積電式的嗆法而已

By Edward Lewis
at 2023-07-04T22:33

幹幹幹老大都出來講話惹

By Charlie
at 2023-07-08T02:51

不管了買爆qq

By Tom
at 2023-07-09T06:41

劉這樣講，反而會讓intel感受到台積電的恐懼吧XDD

By Ina
at 2023-07-11T23:36

overbooooooookinnnnnnng

By Ula
at 2023-07-13T02:47

11900k太臭了 AMD5800屌打

By Caitlin
at 2023-07-16T01:58

歐步步步步步步步肯

By Doris
at 2023-07-19T01:17

詳情轉電蝦版 intel要慘3年

By Carolina Franco
at 2023-07-20T04:52

老蘇說的來了

By Kumar
at 2023-07-22T12:58

overbooking, check

By Caitlin
at 2023-07-26T22:18

https://i.imgur.com/gTo9oHs.jpg
overbooking支援

By Damian
at 2023-07-28T17:50

如果要避免生產過剩，台積電夠有誠意就放棄新建6座
新廠的計畫啊

By Sierra Rose
at 2023-08-02T07:07

老蘇真的有做功課阿~晚來了

By Damian
at 2023-08-03T09:42

那就讓顯卡跌啊，那麼貴是要買屁，都給挖礦就好了
啊

By Elvira
at 2023-08-06T06:57

OverBoki..... ng

By Jake
at 2023-08-10T09:28

Overbooking!!

By Candice
at 2023-08-14T14:36

唬爛，買起來就對了

By David
at 2023-08-16T02:08

大家好我台積劉德華

By Rachel
at 2023-08-20T14:26

各位觀眾空軍登場

By Elvira
at 2023-08-23T12:06

老蘇早就講過了

By Olga
at 2023-08-24T06:11

丸子老師預告在前

By Erin
at 2023-08-25T12:25

這只是剛開始

By Damian
at 2023-08-27T21:17

就問你公司敢不敢取消等產能緩解再投

By Victoria
at 2023-08-30T00:42

是不是自己要放空

By Kristin
at 2023-09-03T17:51

老蘇要大獲全勝了

By Doris
at 2023-09-05T22:26

gg了

By Belly
at 2023-09-07T08:23

完了

By Madame
at 2023-09-10T00:23

老蘇救我...

By Heather
at 2023-09-13T02:37

等下我就空10張台積電
我說夢裡

By William
at 2023-09-16T12:58

散戶心慌慌

By Daph Bay
at 2023-09-19T06:59

+~沒有輸XD

By Zanna
at 2023-09-19T18:45

看成劉德華

By Ida
at 2023-09-20T13:59

老蘇多久前講的？根本先知

By Brianna
at 2023-09-21T08:11

tsm漲0.81%

By Madame
at 2023-09-23T23:54

該不會蓋一半的廠房都要變爛尾樓放到鋼筋爛掉了怕

By Skylar DavisLinda
at 2023-09-27T00:50

清明變盤

By Anthony
at 2023-09-30T08:33

現在跌停賣改買資源回收股來得及嗎

By Suhail Hany
at 2023-10-03T11:55

說給同行聽的，暗示不要隨便擴張產能。

By Ida
at 2023-10-07T01:07

2021 電子股大危機

By David
at 2023-10-11T08:45

喔喔 overbooking
先漲到1000再說怕over超出預期
明天漲停壓壓驚

By Yedda
at 2023-10-12T19:32

天大利空!!! 韭菜小白趕快逃啊~~~~

By Damian
at 2023-10-17T18:00

老蘇走的太前面了

By Yuri
at 2023-10-19T23:39

你贏了我先跑

By Delia
at 2023-10-23T20:31

以為overbooking就會跌太天真了

By William
at 2023-10-27T19:16

就是自私啊，只准自己擴廠，不准別人競爭

By Daniel
at 2023-10-27T22:07

劉說的是對的台G現在蓋廠是對未來布局確保優勢

By Xanthe
at 2023-10-29T22:15

以後低階產量只會過剩高階依舊是台GG天下

By Lily
at 2023-11-02T04:22

崩崩大盤千點不是夢

By William
at 2023-11-05T09:07

老師說的都是真的！

By Linda
at 2023-11-09T15:48

tsm大漲1.11%了！

By Audriana
at 2023-11-12T02:13

但是高階..這還要保留不確定是否大量用到如此高階

By Isabella
at 2023-11-13T13:19

靠北阿

By Frederica
at 2023-11-18T00:20

別人不懂GG的明白啊...

By Frederic
at 2023-11-19T05:40

重複下單這種事，對第一名影響較小，至於第二名以後
嘛...

By Olga
at 2023-11-21T10:03

這是學霸的老實嗎？各位努力歸努力，但要小心白費
啊...(苦口婆心)

By Zora
at 2023-11-24T22:42

第二名以後的聯電及ADR反而還大漲喔

By Mary
at 2023-11-27T14:20

哈哈哈

By Quintina
at 2023-11-30T22:34

二月副總買股準備套10年

By Lydia
at 2023-12-03T12:54

可是美股GG大漲耶...而且車用晶片不就是因為沒庫存
所以導致汽車大廠停工嗎???

By Robert
at 2023-12-05T01:55

更正 1%多應該算小漲...

By Charlie
at 2023-12-06T06:12

今年一樣5字頭

By Quintina
at 2023-12-09T02:55

車用晶片喔...真的有庫存你才要擔心台GG

By Lydia
at 2023-12-12T03:09

快逃啊…台G總裁說話都很準的

By Ethan
at 2023-12-13T06:01

要大暴崩了! Overbooking

By Ophelia
at 2023-12-15T03:37

不少人有閱讀障礙吧，還是不知道他在講什麼

By Franklin
at 2023-12-17T14:57

老蘇沒有輸只是看得比較遠事前預告事後驗證

By Jessica
at 2023-12-20T03:39

我可以確定 +~老蘇明天一定不重播了準確預告好帥

By Sarah
at 2023-12-22T08:53

完了

By Candice
at 2023-12-25T15:48

intel跌1.5%，舒服

By Callum
at 2023-12-28T22:48

大哥不怕二哥怕啊好不容易50王倒了==

By William
at 2023-12-31T23:00

原來邏輯正確的分析師被市場惡意嘎散戶元年什麼
都會發生= =|||

By Mia
at 2024-01-04T12:42

整天猜多空不累嗎

By Callum
at 2024-01-09T00:42

先知總是寂寞

By Bennie
at 2024-01-12T14:16

看成劉德華orz

By Dora
at 2024-01-13T04:40

這就是誠實的威力牙膏出來靠北人家當他畫大餅嘴砲
GG的頭出來講話大家最好當真...

By William
at 2024-01-15T21:25

劉：我其實是想向英特爾喊話，不要盲目擴廠..

By Ophelia
at 2024-01-20T03:48

尤其這話是講給牙膏聽的不然幹麻加一句誤解台灣

By Elvira
at 2024-01-20T05:00

如果要當真，TSM&UMC在漲什麼，不是應該要嚇尿嗎？

By Cara
at 2024-01-22T10:26

嘉偉老師：

By Victoria
at 2024-01-22T19:06

overbooking(1/1)

By Jack
at 2024-01-25T12:39

超買

By Leila
at 2024-01-28T12:44

是同行（牙膏）要當真... XD

By Tom
at 2024-02-01T08:04

這不是很早就知道

By Andy
at 2024-02-01T23:06

overbooking

By Hedwig
at 2024-02-05T15:01

講的是事實又如何市場是有錢屌大有股票的蝦趴

By Oscar
at 2024-02-06T17:17

結果做對的事的分析師被嘎笑死

By Michael
at 2024-02-08T16:14

嘎偉老蘇話都講在前面 Over Booking!!!

By Elma
at 2024-02-12T21:19

看到大家一片恐慌就安心了

By Freda
at 2024-02-16T20:52

同樣是OVERBOOKING +~講跟台積電董事長講差很多 XD

By Zanna
at 2024-02-20T22:20

涼了

By Kumar
at 2024-02-21T13:20

台積電劉德華？聯電山下智久不出面嗎？

By Ida
at 2024-02-24T20:53

已反應

By Puput
at 2024-02-28T00:55

趨勢大師慧榮總座台積執行長都是情蒐一陣子才發
現老師直接靠直覺與經驗做出準確的預測才是最可怕
的

By Catherine
at 2024-02-28T09:33

估計過一陣子老蟹節目就會請幾個人開口閉口都講o
verbooking

By Anonymous
at 2024-03-02T23:49

解讀:我現在訂單還是滿滿的...

By Ida
at 2024-03-03T04:17

over my dead booking

By Iris
at 2024-03-05T23:52

就算overbooking你拿到gg的產能你願意放棄？當然是
放棄其他家的選用gg啊！該怕的是二三線廠商

By Rosalind
at 2024-03-10T05:28

老蘇沒有輸，老蘇只是看得比較遠QAQ！

By Joseph
at 2024-03-14T07:23

overbooking~

By Erin
at 2024-03-15T02:47

二哥掰掰

By Agnes
at 2024-03-15T23:03

瑞銀爆炸可能二次金融風暴來臨了

By Hamiltion
at 2024-03-17T09:33

早就買好100Vix等崩盤了

By Adele
at 2024-03-18T19:49

上次馬斯克也是說自己公司股價過高啊結果呢？

By Hazel
at 2024-03-20T14:47

跟歐配克一樣，你減產我不減產，嘻嘻

By Hedwig
at 2024-03-24T00:01

Overbooking 太神啦老蘇

By Andy
at 2024-03-27T05:15

完蛋鬼故事來了 300

By Adele
at 2024-03-31T08:02

老蘇只是看的比較遠

By Ivy
at 2024-04-04T02:07

overbooooooooking~

By Faithe
at 2024-04-05T07:08

+~老蘇大勝利

By Steve
at 2024-04-10T03:31

結果聯電ADR大漲（笑）

By Edwina
at 2024-04-10T11:39

空單準備好了嗎

By Eartha
at 2024-04-13T08:11

可4...顯卡還是買不到欸

By Genevieve
at 2024-04-15T07:44

OVERBOOKING

By Vanessa
at 2024-04-17T05:05

看誰有種扯單看看，到時再派政要來哭

By Zora
at 2024-04-22T01:04

庫存調整壓力跟供過於求利多我看只有匯損減輕

By Bethany
at 2024-04-24T14:24

重點誰來搶華為市佔？是apple來囤貨就慘了

By Dora
at 2024-04-26T15:36

說鬼故事摟

By Valerie
at 2024-04-28T19:06

老蘇下午一定念這個新聞

By Valerie
at 2024-04-29T21:28

老蘇是對的！

By Hamiltion
at 2024-05-02T23:19

都被礦工拿去挖礦了

By Candice
at 2024-05-03T16:18

完了老師是對的

By Dinah
at 2024-05-06T14:23

Overbooking (1/1)

By Todd Johnson
at 2024-05-11T02:04

劉董有比ptt懂半導體？

By Jacky
at 2024-05-12T02:07

堂堂一屆GG首長都要說一遍老蘇說過的話 WOW

By Ivy
at 2024-05-14T14:00

https://bit.ly/3cyL7kE

By Puput
at 2024-05-18T21:30

他是誰？很重要嗎？

By Damian
at 2024-05-19T22:47

黨內排擠的人吧？便宜的顯卡要來了沒？

By Charlotte
at 2024-05-21T23:06

這篇釣出一大堆空軍。難怪這個盤這麼強。原來8成以
上的人都在做空。真的笑死

By Valerie
at 2024-05-23T19:50

Overbooking! 電子股大危機!

By Kristin
at 2024-05-25T19:10

崩了崩了

By Enid
at 2024-05-28T08:25

holy shit. .

By Sarah
at 2024-06-02T03:56

打針預防雪崩式下跌

By Enid
at 2024-06-02T13:47

好了啦德音放空被嘎爽嗎？

By Queena
at 2024-06-06T15:06

重複下單還是得付錢吧...

By Yedda
at 2024-06-11T09:48

完了，要長期overbooking了

By Sandy
at 2024-06-11T20:07

嘎尾老師是台灣任正非？

By Irma
at 2024-06-15T00:23

希望台積電快崩盤

By Edward Lewis
at 2024-06-17T14:51

Overbooking 一切預告在前

By Victoria
at 2024-06-20T05:58

他誰？

By Jake
at 2024-06-23T12:50

偉黑小魚灰飛煙滅

By Caroline
at 2024-06-23T14:01

2021電子股大危機 overbooking

By Anthony
at 2024-06-26T20:55

重複下單是否可以解釋為：對未來需求評估太樂觀？

By Hedda
at 2024-06-28T16:39

產能還是不夠....

By Anonymous
at 2024-06-29T14:50

這誰啦有ptt台積大股東懂市場嗎

By Victoria
at 2024-07-01T03:37

慘…泡沫

By Zanna
at 2024-07-03T06:54

Over booking老蘇好帥

By James
at 2024-07-05T04:44

結果真的敢做空的沒幾個笑死

By Tristan Cohan
at 2024-07-08T03:11

+～是對的！！！

By Elvira
at 2024-07-11T23:20

那還擴一堆廠，後面準備崩

By Gary
at 2024-07-15T21:45

懂玩？

By Callum
at 2024-07-20T05:53

老蘇早就說了不聽

By Gilbert
at 2024-07-23T16:39

overbooking(1/1)電子股大危機QQ!

By Charlie
at 2024-07-24T00:54

美國設廠，over building

By Elma
at 2024-07-27T09:21

爽啊趕快賣更低價格來接啊

By Liam
at 2024-07-30T21:34

老酥book質疑

By Iris
at 2024-08-02T17:23

所以買的到顯卡組新電腦了嗎？

By Candice
at 2024-08-06T07:16

台積電是先進製程沒有over booking問題啊

By Tracy
at 2024-08-08T22:56

高階還是缺台GG蓋的是高階

By Necoo
at 2024-08-09T23:54

顯示卡還在缺貨

By Erin
at 2024-08-13T14:12

丸子，要不要over in 啊？

By Tristan Cohan
at 2024-08-18T02:55

我還是搶不到PS5...

By Connor
at 2024-08-18T20:54

你誰我找Morrison

By Madame
at 2024-08-21T02:19

我們300見

By Ethan
at 2024-08-23T16:10

overbooking

By Delia
at 2024-08-24T07:57

這版到底多少老蘇信徒

By Brianna
at 2024-08-26T02:02

笑死這裡有人懂overbooking嗎在高潮啥

By Hamiltion
at 2024-08-30T23:15

早就知道的事，不然缺貨產能利用率還不到百分百，
笑死人

By Elvira
at 2024-08-31T19:54

今天gg要overcooking 了

By Rosalind
at 2024-09-04T09:02

Overbooking太神啦嘎偉

By Hamiltion
at 2024-09-06T01:48

喔喔？

By Tristan Cohan
at 2024-09-09T20:03

重複下單是肯定有

By Hedwig
at 2024-09-10T20:17

歐印了！

By Queena
at 2024-09-12T03:09

重複下單是最討厭的錯算

By Jacky
at 2024-09-15T03:35

歐印別人覺得會跌就是進場的時候財富自由看這一把
惹

By Frederic
at 2024-09-15T06:25

崩崩

By John
at 2024-09-15T09:12

產能過剩是成熟製程高階從來沒有過剩過好嗎蘋果全
線產品全包又賣那麼好怎麼可能過剩

By Quintina
at 2024-09-16T17:28

老蘇，救命啊

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