主持人 黃斐瑜 本集來賓 林宏文 曲建仲 陳威良 丁兆宇 【本集重點】 1.魏哲家再轟去台化"門都沒有" 日美2奈米"保險恐賠錢"!? 2.為客戶赴日設廠! Sony傳熊本建廠 台積就近供應!? 3."成績好會找回應有價值" 魏哲家借錢再加碼台積!! 4."客戶先成功.台積電才成功" 魏哲家再批三星.英特爾!? 5.得晶圓廠得供應鏈? 英特爾4年趕5製程大餅只為補貼!? 6.鴻海處分紫光背後 半年摸客戶底"只賺不賠"半導體大戰!? 7.美國制裁上海微電 再斷中國光刻機"自給自足"美夢!? 8.中國放棄清零後疫情大爆發 "供應鏈"不足憂心再起!? 9.大摩預言半導體明年Q3復甦 精選3好5壞投資方向!! 10.晶圓代工偏買方市場 傳成熟製程明年Q1降逾1成!? -- Hosting provided by SoundOn
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