上个月说到优质产能被_老虎社区_美港股上老虎 - 老虎社区

投行里的币姥爷

上个月说到优质产能被优质客户锁死，资本会倾斜扶持半导体产能扩张。没想到第一个爆出的是英特尔！还会有下一个的看好$联电(UMC)$$中芯国际(00981)$ 该来的总会来的！

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投行里的币姥爷
2021-03-24
投行里的币姥爷
有道理，不过即使intel加大，产能还是不足。未来干啥事物都需要芯片，都会普涨的
59743654
2021-03-24
59743654
联电才是倒霉鬼。intel tsm两强干架，tsm还有制程优势，intel代工恐怕先抢的是联电的饭碗

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