主持人 黃斐瑜 本集來賓 陳鳳馨 李淳 游庭皓 謝晨彥 【本集重點】 1.科技供應鏈分中美兩陣營 張忠謀一句話:全球化已死!! 2.美受夠了.中有意.歐喊加入! 全球貿易分裂1/3球化!? 3.地球是圓的! 美中貿易脫而不斷 供應結構逐漸轉向!? 4.美日歐中全力灌頂研發 台灣最怕被"科技蛙跳式突破"!? 5.外資示警毛利率股東報酬率跳水 台積燒錢赴美的背後… 6.集邦:晶圓廠定價壓力倍增 "人才成本"是重中之重!? 7.拜登冷處理英特爾? 從"資本支出"看出台積電實力!? 8.台積餐會謝300勇士供應鏈 去美國能賺到非台積體系的錢!? 9.三塊變三毛還是要去"淘晶"!關東鑫林砸錢挺台積背後… 10."東向.南向.北向" 全球供應鏈大亂台灣整合現缺口!? -- Hosting provided by SoundOn
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