383.【財經時事放大鏡】商業戰爭:高通、網飛、力積與中國捲王 episode artwork

EPISODE · Oct 24, 2024 · 42 MIN

383.【財經時事放大鏡】商業戰爭:高通、網飛、力積與中國捲王

from 財報狗 - 掌握台股美股時事議題 · host 財報狗 - 台灣最大基本面投資平台

本集節目透過力積電和德州儀器法說釋出訊息,以及中國市場狀況,來追蹤成熟製程的市場近況,並討論 ARM 收回高通授權的事件內容與可能發展方向。 【力積電 & 德州儀器法說】 16:12 力積電法說揭露近期成熟製程的景氣狀況,以及利基 DRAM 的市場消息。 20:44 德州儀器法說釋出內容。 22:30 中國市場近況。 【ARM 收回高通授權】 34:46 相關事件與可能發展方向。 Podcast 回饋表單:https://statementdog.cc/PMOa8 本集重點、提到的股票和相關連結:https://statementdog.com/blog/archives/14572 業務合作聯絡信箱:[email protected] 財報狗社群 財報狗智囊團 財報狗 Discord

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383.【財經時事放大鏡】商業戰爭:高通、網飛、力積與中國捲王

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