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台積電法說會暗藏三道逆風 英特爾竟與 AMD 化敵為友?｜#聽了財知道 EP214 episode artwork

EPISODE · Nov 4, 2024 · 18 MIN

台積電法說會暗藏三道逆風 英特爾竟與 AMD 化敵為友?｜#聽了財知道 EP214

from 財訊 《Wealth Magazine》 · host 財訊雙週刊

#聽了財知道 #台積電#intel#amd 台積電在 10 月 17 日召開法說會，毛利率創下 8 季以來新高，第 4 季的展望 也非常樂觀，但值得注意的是，台積電在法說會中已預告有幾個變數，本次 的節目將統整三個影響毛利率的因素，並解析半導體產業競爭對手的最新 表現與態勢。 段落重點： ● 生成式 AI 狂潮走了兩年，目前科技業整體表現如何？ ● 台積電穩定成長，但暗藏了三道逆風迎面襲來 ● 英特爾和競爭對手超微宣布合作，為何握手言和？ ● 處理器之戰即將到來，會是怎麼樣的競爭態勢？ ★ 完整文章連結：https://www.wealth.com.tw/articles/a9… ★ 訂閱財訊這裡請→https://www.wealthstore.com.tw/ ★ 打電話也可以訂財訊→(02)2551-5228 轉 10。 ★ 商業合作請洽 [email protected]，或撥專線 (02)2551-2561 轉 255。 製作｜財訊雙週刊 主持｜陳彥淳 來賓｜林宏達 企劃｜吳尚哲 攝影｜吳雨軒 剪輯｜吳雨軒 後製｜吳雨軒 錄製日期｜2024.10.29 -- Hosting provided by SoundOn -- Hosting provided by SoundOn

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台積電法說會暗藏三道逆風 英特爾竟與 AMD 化敵為友?｜#聽了財知道 EP214

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