台積電法說會看重點 episode artwork

EPISODE · Oct 18, 2022 · 30 MIN

台積電法說會看重點

from 科技聽IC · host puni.li

台積電法說會已是半導體產業風向球,在市場供需反轉下,台積電的業績表現與未來布局,如何影響全球半導體產業。 讓外界不意外的意外,乃美國10月連番重拳打擊中國半導體,主震撼動中國半導體發展,餘震如何波及台積電客戶與台灣相關產業。本集節目精彩內容搶先看:美國制裁中國半導體成10月驚雷,台積電老神在在。然而,投產台積電先進製程的中國客戶,未來怎麼辦?供需反轉加上美國制裁中國,台積電成熟製程如何走自己的路。半導體產業預期的景氣回溫,業者已有共識。手機市場冷颼颼,7奈米市況驟變影響台積電高雄廠的布局。台積電3奈米市場迴響熱烈,但什麼產品最先採用3奈米製程?手機處理器變成燙手山芋,三星3奈米會不會轉單給台積電?台積電歐洲擴廠,是只聞樓梯響?還是卡關中呢?  主持人 何致中 DIGITIMES 記者 陳玉娟  收聽《科技聽IC》:https://reurl.cc/ORKEOg更多科技趨勢https://pse.is/4drbp9留言心得回饋 https://pse.is/4ee2ft異業合作洽詢 [email protected]

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台積電法說會看重點

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