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中國隊猛補貼 合晶獲利遭擠壓 川普頻放話 台積電該如何應對？｜#聽了財知道 EP228 episode artwork

EPISODE · Feb 10, 2025 · 27 MIN

中國隊猛補貼 合晶獲利遭擠壓 川普頻放話 台積電該如何應對？｜#聽了財知道 EP228

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

#聽了財知道 #合晶 #台積電 合晶科技在 2024 年初，正式成為兩岸都掛牌的矽晶圓公司 但這個布局剛完成，2024 年卻反而成為獲利 5 年來最差的一年 到底是什麼關鍵的原因造成獲利直直落的窘境？ 說到全球布局，一定要關注台積電即將面對的新挑戰，特別是 美國總統川普上任所帶來的地緣政治影響，台積電要如何找到 平衡獲利的成功方程式？ 段落重點： ● 合晶科技是什麼樣的一家公司？ ● 全球市占成績優異的合晶，近年的布局策略為何？ ● 合晶為何兩岸雙掛牌反而獲利直直落？ ● 地緣政治下的台積電，提出的Foundry 2.0是什麼？ ● 與日本半導體，未來的合作或競爭？ ● 海外設廠對台積電的毛利率到底有什麼影響？ ★ 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｜吳匡庭 攝影｜吳雨軒 剪輯｜吳雨軒 後製｜吳雨軒 錄製日期｜2025.2.4 -- Hosting provided by SoundOn -- Hosting provided by SoundOn

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中國隊猛補貼 合晶獲利遭擠壓 川普頻放話 台積電該如何應對？｜#聽了財知道 EP228

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This episode is 27 minutes long.

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This episode was published on February 10, 2025.

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