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0000-0849 別忘了晶圓代工產能利用率本來就80%以上…突增需求造成重複下單，2023年必將產能過剩 0849-1417 台積電為何明年能漲價？先進製程寡占仍屬優勢，其他廠商喊漲恐怕只能「拭目以待」 1417-1808 英特爾發現台積電良率的秘密！台灣供應鏈取代優勢浮現，先進封裝設備可留意 1808-END 驅動、NB、低階MCU，法說會都示警…短線電子跌深必會反彈，長線衰退趨勢未變 -------- 節目內容純屬主持人與來賓個人經驗分享，非個股推薦。投資人須自行謹慎判斷，評估擔負風險。 -- Hosting provided by SoundOn
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