台積電據傳在自我砍單華為 - 股票

Selena avatar
By Selena
at 2020-02-20T13:23

Table of Contents


1.原文連結:
※過長無法點擊者必須縮網址
https://tinyurl.com/yx8664ot

2.原文內容:
Report: TSMC's Reducing Its Reliance on Huawei Amid US Government Scrutiny
台積電據傳自我降低對華為的依賴

Huawei might need to find a new chip supplier. DigiTimes today reported that
TSMC is "reducing its chip capacity support for Huawei," one of its biggest
clients, "to avoid relying too much on Huawei's orders" due to increased U.S.
government scrutiny.

華為或許得要找新的晶片供應商,因為據傳台積電正在減少給華為的產能來減低對
華為的依賴

DigiTimes said this has placed TSMC in a tough situation. It's "still working
closely with Huawei in the development of advanced 5nm and 3nm chip
solutions," according to the outlet's anonymous industry sources, but it's
also freeing up some chip supply because "its business with Huawei contains
certain political risks."

即使台積電處在艱難的狀況,它仍然和華為繼續在3奈米和5奈米的開發上合作
而同時它也從華為那釋出了一些產能

Distancing itself from Huawei isn't likely to hurt TSMC's business too
much--plenty of companies, like AMD and Nvidia, are willing to buy those
chips. But the arrangement could make it harder for Huawei to source the
chips it relies on; we suspect the company will push even harder for China's
semiconductor industry to mature enough to handle its needs.

跟華為疏遠並不會傷害到台積,因為AMD和輝達都願意買這些晶片。
但這會讓華為更要求中國本土的半導體廠商進步

3.心得/評論:
※必需填寫滿20字

台積電砍單華為
不過華為現在國內市場也賣不出去
現在只是瘋狂囤貨而已~

台積電現在比較像是口罩禁令
禁止囤貨,把貨給需要馬上用的人吧

--
Tags: 股票

All Comments

Sandy avatar
By Sandy
at 2020-02-24T16:25
六月底上看400
Wallis avatar
By Wallis
at 2020-02-29T00:38
GG是想減少三普繼續施壓的風險吧
Eartha avatar
By Eartha
at 2020-02-29T16:17
好事
Franklin avatar
By Franklin
at 2020-03-02T17:27
嘻嘻 傻多?
Olga avatar
By Olga
at 2020-03-04T12:49
good job
Audriana avatar
By Audriana
at 2020-03-08T22:27
聰明
不自我閹割就是等美國動手
Anonymous avatar
By Anonymous
at 2020-03-10T17:46
其他中國手機終於能公平競爭了
Kelly avatar
By Kelly
at 2020-03-11T02:44
美國政府不讓台積接華為的訂單,其他的敢接嗎
Doris avatar
By Doris
at 2020-03-14T20:52
哪一家這麼叫小賀?
Jacob avatar
By Jacob
at 2020-03-18T13:46
葵花寶典的概念
Jake avatar
By Jake
at 2020-03-19T15:03
不是被輔導老師壓在教室罰寫的概念嗎
Ivy avatar
By Ivy
at 2020-03-24T05:41
合理方向 反正現在產能爆滿 慢慢轉單給別的客戶正
是時候
Lily avatar
By Lily
at 2020-03-26T14:46
據傳台積電處在艱難的狀況??你也信??
Oliver avatar
By Oliver
at 2020-03-30T19:27
丸惹
Edith avatar
By Edith
at 2020-04-03T14:31
87%像是出貨文
Edith avatar
By Edith
at 2020-04-08T12:12
自己利空自己放
Emily avatar
By Emily
at 2020-04-13T09:19
五奈米爆單 信者得永生
Sierra Rose avatar
By Sierra Rose
at 2020-04-17T09:22
台積本來就不缺華為這個客戶了 我以為大家都知道
Lily avatar
By Lily
at 2020-04-22T02:44
但真的分手時 還是會心疼的
Olive avatar
By Olive
at 2020-04-23T03:19
反正稼動率還是很高
Dora avatar
By Dora
at 2020-04-25T22:23
人類在面對失去的痛苦據稱是到手時喜悅的兩倍
Kama avatar
By Kama
at 2020-04-27T05:27
川普在後面看著你???
Jack avatar
By Jack
at 2020-04-28T07:09
敢繼續出貨的話 川普砍你技術和機台 看你能撐多久
Caroline avatar
By Caroline
at 2020-04-29T07:17
上看500點
Necoo avatar
By Necoo
at 2020-05-01T05:19
不怕不怕 產能很多人在搶
Gilbert avatar
By Gilbert
at 2020-05-01T11:57
AMD連APU都要用GG 7nm,怎麼會有沒人拉貨的想法?
Kumar avatar
By Kumar
at 2020-05-04T09:25
聰明
Noah avatar
By Noah
at 2020-05-05T00:35
最後一段的比喻不倫不類
Eartha avatar
By Eartha
at 2020-05-08T16:17
PS跟XBOX年底要發售 空出多少產量肯定吃走多少
Joseph avatar
By Joseph
at 2020-05-10T09:21
被華為砍然後趕快說是自己砍?
Emma avatar
By Emma
at 2020-05-14T05:04
台積的問題在Q2展望 Q1大家拼命囤貨 用的完?
Tracy avatar
By Tracy
at 2020-05-16T16:03
這什麼爛翻譯
George avatar
By George
at 2020-05-19T18:40
Q2 應該很差
Caitlin avatar
By Caitlin
at 2020-05-21T22:45
繼續買GG
Kelly avatar
By Kelly
at 2020-05-22T15:20
空軍必勝
Anthony avatar
By Anthony
at 2020-05-26T02:21
GG真的不用大家幫忙擔心 擔心有沒有錢買就好了
Joe avatar
By Joe
at 2020-05-26T23:44
哈哈,還在利空消息
Erin avatar
By Erin
at 2020-05-30T21:46
艱難?
Kyle avatar
By Kyle
at 2020-06-02T06:19
不是說排隊排很長 那後面的遞補就好了不是嗎
Oscar avatar
By Oscar
at 2020-06-02T09:12
哪天臺機在美國被告壟斷罰兩千億也不意外
Charlotte avatar
By Charlotte
at 2020-06-06T18:06
傻了才把雞蛋都放在美商
Connor avatar
By Connor
at 2020-06-09T14:55
華為也在養中國晶圓廠,長久依賴華為對GG不是好事
Yedda avatar
By Yedda
at 2020-06-13T21:04
後補的會補上
Ethan avatar
By Ethan
at 2020-06-16T17:10
好屌
Faithe avatar
By Faithe
at 2020-06-20T17:12
995 套房住有點久
Susan avatar
By Susan
at 2020-06-20T19:10
99 學長好嗎
Quintina avatar
By Quintina
at 2020-06-24T12:41
重點是5nm跟3nm的研發少了一個盤子幫忙分擔風險
Quintina avatar
By Quintina
at 2020-06-24T18:10
多分一點給AMD啦
Freda avatar
By Freda
at 2020-06-28T17:32
華為:我ok, GG你們先用(淚)
Tristan Cohan avatar
By Tristan Cohan
at 2020-07-01T02:23
GG3/5nm有NV/AMD願意付錢
Lauren avatar
By Lauren
at 2020-07-01T19:05
對他們來說只是早晚順序問題
Mason avatar
By Mason
at 2020-07-05T07:31
欲練神功 引刀自宮
Kumar avatar
By Kumar
at 2020-07-07T21:19
準備400點
Hedwig avatar
By Hedwig
at 2020-07-10T23:56
可是中芯那樣多年還是科科的
Damian avatar
By Damian
at 2020-07-15T09:48
也要AMD願意出錢風險試產呀 ,目前根本沒消息
Brianna avatar
By Brianna
at 2020-07-18T06:51
第一次聽到會砍客戶單的供應商
Callum avatar
By Callum
at 2020-07-19T10:50
事實獨佔的供應商 想砍就砍啊
Aaliyah avatar
By Aaliyah
at 2020-07-19T15:04
***歡迎您
Isla avatar
By Isla
at 2020-07-20T03:15
年底的ps5根本必缺貨
Jacky avatar
By Jacky
at 2020-07-24T21:53
自宮後變得更強,還不買爆
Quanna avatar
By Quanna
at 2020-07-27T14:06
瘋狂做...晶片
Isla avatar
By Isla
at 2020-07-30T03:44
這新聞好像之前已有
Doris avatar
By Doris
at 2020-08-02T04:21
真聰明
Hazel avatar
By Hazel
at 2020-08-06T02:13
330套房
Harry avatar
By Harry
at 2020-08-09T04:00
川普就是要華為死呀 遲早要台積電甩單 早點預備好
Kyle avatar
By Kyle
at 2020-08-14T01:37
這樣很好,跟中國太接近沒好事
Iris avatar
By Iris
at 2020-08-16T21:34
應該是放消息讓散戶拋 然後外資慢慢吃
Sierra Rose avatar
By Sierra Rose
at 2020-08-18T06:54
自己砍 那算利多 噴
William avatar
By William
at 2020-08-22T16:41
下看300
Michael avatar
By Michael
at 2020-08-23T02:18
上看500
Andy avatar
By Andy
at 2020-08-26T19:10
嘴過惹 GG目前唯一的問題就在政治問題

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