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『台積電』.............可以追嗎???

又不是要領紓困金 大家是在比慘的是吧
HAHAfox wrote:
拜讀你的觀點,你專業(恕刪)


我還沒回補耶...

其實價差十元二十元
放個幾年後
其實沒差...
健人就是腳勤
蚵仔麵線好吃 wrote:


我還沒回補耶.....(恕刪)


我之前說的黑天鵝
終.於.來.了⋯

台積電不能接華為訂單了⋯

等下修再入手吧⋯⋯
遠的,新加坡政府也砸下幾百億元/上千億元,全力要搞半導體.
Chartered Semi-conductor弄了20幾年,
已經破產好多次,新加坡的主權基金一次次救起來.

最終還是放棄,賣給Global Foundary.
===========================
近的,中國中芯也搞了幾十年,
從張汝京以降,不知道從台積電挖過多少人.
中國政府隨便也砸下幾百億元,上千億元的.
如何呢?

除了技術還是遠遠落後在台積電後面.
中芯是一家幾乎年年虧錢的公司.
少數幾年的帳面獲利,如果扣除中國政府的巨額補貼,它還是年年虧錢的.

以下是CNBC引述中國政府的官媒-環球時報的報導.

中芯已經正在幫華為生產低階手機晶片Kirin 710A.

但是高階手機晶片Kirin990需要使用7nm製程,
只有台積電有成熟的技術,它已經量產兩年多.

中芯至今沒有能力以7nm製程代工高階的華為晶片Kirin 990.

https://www.cnbc.com/2020/05/18/huawei-faces-big-blow-from-new-us-rules-to-cut-off-chips.html
State-backed publication Global Times reported last week that SMIC had begun mass production of Huawei’s Kirin 710A chip. This processor is designed for a lower tier phone under Huawei’s budget Honor brand. This chip is only for one device and does not solve Huawei’s problems for the rest of its product portfolio.

Huawei declined to comment on the Global Times report.

On top of that, “TSMC is miles ahead of SMIC in terms of leading edge technology prowess, capacity and scale,” according to Neil Shah, research director at Counterpoint Research, who added the new U.S. rules could be a “big blow” for Huawei.

Huawei’s flagship chip, the Kirin 990, is based on so-called 7-nanometer technology. This essentially refers to the size of certain aspects of the chips. These 7nm chips are smaller and faster than predecessors.

TSMC has been producing these for around two years. It’s unclear when SMIC may introduce a 7nm production process at scale. So even if Huawei wanted to switch production to SMIC, the chipmaker might not be able to actually produce those parts.
今天小買一張
怕的話就0050和006208 台積都占該基金40趴 雖然台積積效高過台灣50但好處是台積假使幾年內會比現在差很多會降低持股轉去其實49檔積效好的 說真的
賠了叫你停損沒幾個人能過通過這心魔低
jack老大 wrote:
又不是要領紓困金 大...(恕刪)

比慘可以領也不錯
白雪壞媽媽 wrote:
比慘可以領也不錯(恕刪)


開盤先賣出……沒機會再買回……等明天
A博 wrote:


開盤先賣出……沒...(恕刪)

誰說可以這樣進進出出
是鄉民嗎⋯⋯
白雪壞媽媽 wrote:
誰說可以這樣進進出出(恕刪)

這樣子萬一跌下來.......有我接真好
  • 10
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