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shihlonchen
shihlonchen
·
2021-09-21
繼續唬爛
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shihlonchen
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
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
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
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
shihlonchen
·
2021-05-05
台積電算中國企業臉皮有點厚喔
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shihlonchen
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
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
shihlonchen
·
2021-03-26
Nike上漲慶祝中國人以後都要買水貨
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shihlonchen
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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