主持人 黃斐瑜 本集來賓 楊永明 林宏文 馮志源 丁兆宇 陳威良 【本集重點】 1.台積移機典禮美國爭更多產能 2027成美最大晶圓代工廠!? 2.台積電除息暖身秀先登場 外資看股價還會漲!? 3."去中化"成國際大廠共識 聯電新加坡廠客戶詢問度增!! 4.去中化效應發酵 半數日企降低中國採購.蘋果加速撤中!? 5.焦慮去中化? 陸叫囂台積赴美掏空論 台積電變"美積電"!? 6.台積AZ廠配置台美韌性供應鏈 先進製程股往前衝!? 7.低軌衛星"去中化" 歐美重資安.台灣供應鏈機會到!? 8.台美新東向聯盟 電子業老闆跑美比跑中勤快五倍!? 9.張忠謀的取捨之間 美國客戶結構大勝中國需求!? 10.非農喜孜孜.華爾街哭喪臉 Fed傳聲筒喊:12月2碼!! -- Hosting provided by SoundOn
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