從早晨被鬧鐘叫醒，到晚上搭電動車回家，台積電無所不在！本集兩位財務長帶你看懂這座「護國神山」如何以專注代工打敗整合型巨頭，並用摩爾定律、ASML光刻機、專利與人才築起全球級護城河。節目拆解與Intel、Samsung的真正勝負點—不是誰先喊奈米數，而是關鍵良率與穩定度。投資面則提醒：台積電偏成長、股利不高；台灣指數高度「台積電化」影響分散配置。最後還加碼提供小白也能上手的投資觀察重點。想更聰明地參與半導體長期趨勢嗎？請不要錯過，快來收聽！（節目內容為教育分享，非個別化投資建議；投資前請評估自身風險承受度。本集錄音日期：2025/08/20） 本集重點： ⭐ 慧眼獨具的商業模式 ⭐ 企業護城河 ⭐ 關鍵良率 ⭐ 投資人可能的風險與觀察重點
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