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shihlonchen
2021-09-21
繼續唬爛
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shihlonchen
2021-05-18
台積電擴產就是針對中芯,很正常的商業博弈,中國如果不接受,台積電也可以在台灣擴產,照樣可以與中芯競爭,之所以在南京是因為地利與政府支持,產能是全球化。
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shihlonchen
2021-05-13
傳統代工產業的首富,基本上事業都在中國,跟台灣沒什麼關聯,尤其做食品的形象在台灣都不好。電子代工方面,組裝等低階代工都在中國,但關鍵零組件則成立許多子公司,在台灣設計研發甚至製造,主要是避免被抄襲侵權,至於大立光是塑膠鏡頭的全球霸主,不是替蘋果代工,而是幫蘋果生產關鍵鏡片,只是蘋果是其中大客戶,本身不做蘋果產品,只專心做鏡頭,至於張忠謀大家都很清楚,蔡明介則帶領聯發科在今年手機晶片出貨超越高通,至於新首富他幾乎整家公司都在中國,中國資本市場也喜歡這種傳統代工,如果在台灣上市,估計⋯可能連寶成的市值都沒有。
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shihlonchen
2021-05-13
台積電下個發展路線是高級封裝,今年10月在竹南的工廠就會蓋好了,上往材料走,下往高級封裝走,其他廠商光追製程跟良率就費盡了全力。
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shihlonchen
2021-05-12
可以做跟量產是兩回事,量產跟賺錢又是兩回事。
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shihlonchen
2021-05-05
台積電算中國企業臉皮有點厚喔
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shihlonchen
2021-04-30
語帶遮眼,避重就輕,很明顯吧?蔚來就蔚來,還某萊?而且來上海沒其他朋友,就只有某特定可疑人載你,雖然不代表什麼,但要說沒交情沒互相交流什麼⋯啟人疑竇,通行證也是啟人疑竇。事實上,外國企業每每在中國市場,遇到技術性政策或輿論干擾,這就是外國最質疑中國不遵守國際秩序的一點,明擺開放,當政府跟外國槓上的的時候,就會發生有的沒的事件,表面一切合法,背後疑竇一堆,連日本無印良品都能吿輸山寨貨,喬丹鞋也一樣,但中國本土企業就能真正完成維權,千奇百怪。
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shihlonchen
2021-04-12
企業都會收編為國企,遲早會在美股下市,不妙。
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shihlonchen
2021-03-26
Nike上漲慶祝中國人以後都要買水貨
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shihlonchen
2021-03-25
是不是忘記台積電要去美國蓋六座新廠?
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shihlonchen
2021-03-24
三星如果持續不理美國禁令,最後就是買不到上游材料和關鍵設備,跟著華為一起沈船。
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shihlonchen
2021-03-10
因為華人新年的關係,都會提前拉貨,所以要1、2月份一起看,因為有時候過年在1月,有時候在2月。
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shihlonchen
2021-03-10
後面還有高階封裝的殺手鐧,而且中芯的執行長,當年被指派負責高階封裝,卻看不上眼憤而離職,但事實證明未來這是關鍵技術之一,但中芯的執行長觀念改變了嗎?
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shihlonchen
2021-03-09
這什麼品質低落的文章啊?
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