台積電真正的考驗來臨了 - 股票
By Rae
at 2021-01-23T02:49
at 2021-01-23T02:49
Table of Contents
※ 引述《a000000000 (比古A十郎)》之銘言:
: ※ 引述《VVVV5555 (東興烏鴉-耀揚哥)》之銘言:
: : 很遺憾
: : 台積電沒能通過今天的考驗
: : 強如台積電這種世界等級的公司
: : 還是逃不過大數據分析的結果
: : 今天爆跌24元
: : 比一張陽明還貴
: : 真的不要不信邪
: : 依照現在的狀況
: 這摸說八
: 牙膏員工11萬人
: 割掉晶圓廠轉豬屎屋
: 只要留一萬人
: 剩下那10萬
: 改行代工等者給GG幹死
: 不就跟他悶說尼各位耗子尾汁
: 這些人不跳起來把ceo燒惹才怪
: 牙膏CEO今天也一直講
: ibm模式
: 這種情況
: 就是要跟人家技術合作
: 技術合作的對象不可能4GG
: 所以三星算首選惹
: 很可能某代製程94三星牙膏聯合開發der
: 聽起來很恐怖嗎?
我是覺得intc不太可能扶植三星,去養三星跟養tsmc來咬自己沒啥分別。
我覺得拜登如果轉向,intc 釋放自己10nm-7nm給陸廠(ex 中芯)換取更多中國單還比較
可能。
那個大連記憶體廠就有點跟中國政府打交道的意思,後來川普政府反對才收手。
intc 10-7nm成本回收比較難,拿去換中國市場還可以扶植扯tsmc後腿的才是正解。
--
: ※ 引述《VVVV5555 (東興烏鴉-耀揚哥)》之銘言:
: : 很遺憾
: : 台積電沒能通過今天的考驗
: : 強如台積電這種世界等級的公司
: : 還是逃不過大數據分析的結果
: : 今天爆跌24元
: : 比一張陽明還貴
: : 真的不要不信邪
: : 依照現在的狀況
: 這摸說八
: 牙膏員工11萬人
: 割掉晶圓廠轉豬屎屋
: 只要留一萬人
: 剩下那10萬
: 改行代工等者給GG幹死
: 不就跟他悶說尼各位耗子尾汁
: 這些人不跳起來把ceo燒惹才怪
: 牙膏CEO今天也一直講
: ibm模式
: 這種情況
: 就是要跟人家技術合作
: 技術合作的對象不可能4GG
: 所以三星算首選惹
: 很可能某代製程94三星牙膏聯合開發der
: 聽起來很恐怖嗎?
我是覺得intc不太可能扶植三星,去養三星跟養tsmc來咬自己沒啥分別。
我覺得拜登如果轉向,intc 釋放自己10nm-7nm給陸廠(ex 中芯)換取更多中國單還比較
可能。
那個大連記憶體廠就有點跟中國政府打交道的意思,後來川普政府反對才收手。
intc 10-7nm成本回收比較難,拿去換中國市場還可以扶植扯tsmc後腿的才是正解。
--
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