滨浦八虎
2020-12-11
迟早收拾台积电,阻碍中芯发展做了坏事,还想在中国发财,妄想!
全球芯片产能吃紧,台积电、三星、联电在中国大陆有“动作”了?
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
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请叫我兄长
2020-12-11
请叫我兄长
今天收拾这个明天收拾那个,你嫌外资跑的不够快?
滨浦八虎
:
美国人也没嫌中资跑的快,照样制裁。台积电看中国内市场,赚中国人钱,听美国人话,将来不限制它,还供养它壮大。
天虎
2020-12-11
天虎
打铁还需自身硬,看看中芯国际这么些年的走势,就知道做了些什么。
滨浦八虎
:
在中国的土地上,还怕他乱,说实话就怕他不乱,只有乱政府才有机会整治他,往政府设定的方向发展。
Jet2017
回复
滨浦八虎
:
你知道里面有多乱吗?
滨浦八虎
:
一两米,二升水,兑的就是茅台,这个把戏长于中国,你能保证就茅台镇一家会玩,抱团取暖推动价格而异,迟早会回归。
滨浦八虎
:
中石油是国资改革牺牲了些老百姓利益,中芯国际虽专家胡奏拉高了些估价,但非中石油可比,买的是他生长于中国,背后大陆广阔市场这点。到后面,国人还真的会让那些听洋鬼子话的人赚钱,想想也知道可笑!
天虎
回复
滨浦八虎
:
在a股还是白酒茅台最靠谱
全部7条回复
滨浦八虎
2020-12-11
滨浦八虎
现在不是不限制他,而是时机未到,一句话,台积电想在中国发财,那是痴心妄想,到头来,他就会知道什么是黄梁一梦!
请叫我兄长
2020-12-12
请叫我兄长
就你这认识,炒什么美股呢?哈哈!
ZL_99395
2020-12-16
ZL_99395
这是病,得治。
Compounding
2020-12-15
Compounding
主持你满仓中芯国际
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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020113016524477d0f602&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f5e8aba7de194dc92d26747c1cfec057","relate_stocks":{"159813":"芯片","UMC":"联电","SMSN.UK":"三星","TSM":"台积电","EWT":"台湾ETF-iShares MSCI","03145":"华夏亚洲高息股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020113016524477d0f602&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2087627917","content_text":"众所周知,因为5G、AI、AloT等的发展,今年半导体迎来了飞速增长。据数据显示,今年芯片代工订单金额将增长23%以上,创下10年以来的新高。同时整个半导体市场的规模今年将增长16%以上。而受此影响,所以今年下半年全球的晶圆厂都产能吃紧,各大厂商都是开足马力,不管是先进的工艺制造,还是成熟的工艺制造,产能利用达到了最大化。而受此影响,全球前三大芯片代工厂商,最近在中国大陆都搞起了大动作了,想要抢占市场。首先说说台积电,看到中芯产能吃紧,同时高通或从中芯转单 之后,台积电的南京厂计划将12英寸月产能由1.5万片增加至2万片,然后抢走中芯的部分产能。不仅如此,台积电还计划搭配先进封装技术,整合 SoIC(系统整合芯片)、InFO(整合型扇出封装技术)、CoWoS(基板上晶圆上晶片封装) 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精彩评论
打铁还需自身硬,看看中芯国际这么些年的走势,就知道做了些什么。