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0000-1442 美國晶片法案強力照顧先進製程，半導體廠面臨美、中選邊站，台積電、英特爾、三星會洗牌？ 1442-2119 矽晶圓鐵定受惠，但長線注意晶片供過於求反轉點。記憶體不要高興太早…因為中國已經很會了！ 2119-2310 過去3年，中國在成熟製程上實力大躍進，相關廠商好日子真的不多…？ 2310-END 跌深就是大利多，今年業績穩、美股繼續強，成熟製程力積電、聯電也一起補漲，該注意出場時機點？ -------- 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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