EPISODE · Oct 31, 2025 · 7 MIN
安世之亂 供應鏈紅色警報【談股論金 EP92】
from 談股論金 · host 先探投資週刊
中國禁止安世半導體出口，引爆歐洲車用晶片供應鏈危機。成熟製程受衝擊，台灣功率元件及晶圓代工廠迎來急單效應，全球車用半導體再掀缺貨潮，地緣政治下的新「紅色警報」全面啟動。 【單集重點】 1. 身處地緣政治風險中 2. 歐洲車用半導體供應鏈樞紐 3. 受惠廠商出列 -- Hosting provided by SoundOn
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安世之亂 供應鏈紅色警報【談股論金 EP92】
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