Podcast EP481 台積電擴大投資美國1,000億元，是好還是壞？投資人該如何因應？ 從客觀的商業與經濟角度來看，台積電赴美設廠不是一個最佳選擇，而是「兩害相權取其輕」，「被迫應對地緣政治壓力」的決策。 美國生產的成本很高，就會影響到台積電的毛利率。 美國半導體產業鏈不完整，材料與供應鏈的成本上升，也會影響台積電的效率。 那麼，台積電還值得投資嗎？馬上來聽我說一下吧！ —————————— 《複利引擎｜陳重銘的沉穩獲利全指南》 這是我最完整的課程，限時特價中： https://hi.sat.cool/SCvsG 只要結帳輸入「陳重銘800」就可以再折800元～感謝！ =============== 訂閱【不敗教主陳重銘】Podcast 📍Apple Podcast：https://reurl.cc/6l329V 📍Spotify podcast：https://reurl.cc/k0eXM9 📍Google podcast：https://reurl.cc/d53D88 📍KKBOX podcast：https://reurl.cc/LdEObK 📍聽眾贊助連結：https://pay.soundon.fm/podcasts/f93d43ed-f938-45f1-9e71-d915f806bae4 -- Hosting provided by SoundOn
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