【蔣尚義擔任鴻海半導體策略長】 03:19 鴻海集團(2317)延攬蔣尚義擔任半導體策略長，並且與裕隆合資設立的鴻華先進預計明年於創新版掛牌 12:05 鴻海延攬蔣尚義，一方面可以藉蔣尚義因此擴展半導體業界人脈，另一方面對內部半導體推進也有幫助 【台積電赴美國設廠，可拓展相關供應鏈美國市場業務】 16:58 台積電三奈米將於美國亞利桑那州設廠，對於漢唐(2404)、帆宣(6196)、中砂(1560)等相關供應鏈，或能藉此拓展於美國的市場業務，可視為利多解讀。 21:05 台積電於美國設廠，除供應鏈外，還有民生消費廠商如聯發國際(2756)、八方雲集(2756) 等 本集重點、提到的股票和相關連結：https://statementdog.com/blog/archives/13085 訂閱財報狗新聞: https://statementdog.substack.com/ 財報狗 Podcast Q&A 問題投稿: https://forms.gle/5ocsWrpFy6cJbmc37 Podcast 業務合作聯絡信箱: [email protected] 財報狗社群 財報狗智囊團 財報狗 Discord
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