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金臨天下

疫情亂鴻海丟獨家訂單 立訊搶進從印度到越南 東南亞2023加薪潮

04 Jan 2023

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主持人 黃斐瑜 本集來賓 邱達生 陳鳳馨 陳子昂 謝晨彥 葉芷娟 【本集重點】 1.蘋果股價創18月低.分散供應鏈 鴻海獨家地位不保!? 2.疫情之亂! 鴻海痛失Pro獨家訂單 立訊趁機搶單!? 3.分散風險? 鴻海擴大印度產能 蓋6萬員工超級宿舍!! 4.貿戰.疫情… 科技廠正掀起"一個企業.二條供鏈"風潮!? 5."危?緩?" 地緣風險.終端需求降衝擊2023全球經濟!? 6.谷歌.Meta齊聲喊停資料中心 伺服器產業冷風吹!? 7.伺服器"美超微"今年逆風飆漲7成 老闆是台灣人!? 8.美超微把伺服器變"樂高" 超前部署"綠色運算"!? 9.梁見後超前部署"綠色運算" 要從"明天過後"說起… 10.營收五年飆百億 伊雲谷蔡佳宏讓小白兔變哥吉拉!? -- Hosting provided by SoundOn

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