市場觀測站EP39｜新全球供應鏈成形...台積電的挑戰有多大？ feat.中信金控首席經濟學家林建甫

晶圓代工龍頭廠台積電的股價今年以來都無法回到過去2年的最高價。觀察其股價變動過程，與台積美國凰凰城廠傳出問題或有相關。台積電的全球布局過程，連續撞上美國以人為本的資本主義、以及重組中的全球供應鏈，適應陣痛期逐步延長。成形中的新全球供應鏈，是台積電的重大挑戰，更是台灣企業國際布局的新功課。 🎙️主持人：工商時報編輯部副主任 #陳碧芬 🎙️來賓：中信金控首席經濟學家 #林建甫 🖊本集重點： 1.台積電股價難回600…海外布局影響多大？ 2.巴菲特對台積電股票的「一夜情」 3.「爆肝文化」為何水土不服？你不知道的美國製造業深層文化 4.新時代限制了「比較優勢」 5.觀察全球供應鏈重整經濟學不管用了？ 6.RCEP成形衝擊台灣傳產 7.電子產業如何撐起台股一片天 8.中美「修昔底德陷阱」台灣怎麼辦？ 9.台積電日本熊本廠承襲東方文化優勢 ☆點擊查看更多收聽平台 ☆點擊瀏覽相關閱讀【📧歡迎來信】想敲碗下集Podcast主題？或與我們分享您的想法歡迎來信：[email protected] ---- 讓您掌握先機，投資無往不利 ✔瀏覽工商時報官網：https://ctee.com.tw/ ✔訂閱工商時報YT：https://pse.is/4uhbph ✔追蹤工商時報FB：https://www.facebook.com/ctee.fans/ ✔加入工商時報LINE：https://line.me/ti/p/@ccf6523h -- Hosting provided by SoundOn

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市場觀測站EP39｜新全球供應鏈成形...台積電的挑戰有多大？ feat.中信金控首席經濟學家林建甫

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