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Pluto426

Pluto426

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2021-12-06

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2021-11-11

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@半导体行业观察:美国收集晶圆厂信息：台积电已完成，英特尔未提交？

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$AMD(AMD)$错过了

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$Sibanye Gold Limited(SBSW)$[开心] [开心]

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$纽柯钢铁(NUE)$[得意] [得意]

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$美光科技(MU)$鱼🐟

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$波音(BA)$鱼我所欲也

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$可口可乐(KO)$[财迷] [财迷]

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据台媒联合报报道，美国联邦公报与相关网站资讯显示，台积电已完成美方提出的问卷并回传，公开文件有一大亮点，即台积电告知美方，今年营收将达五六六亿美元（逾新台币一点五兆元），创新高，年增率达百分之廿四点四。台积电昨表示，持续致力于支援全球半导体供应链挑战，已回应美国商务部就“半导体供应链风险徵求公众意见”的需求，以协助面对此一挑战，同时坚持一贯立场保护客户机密，未于回应中揭露特定客户资料。 是谁在囤车用芯片？美国商务部官方公开征求半导体供应链意见截止日倒数计时，根据联邦公报与相关网站资讯显示，截至昨天为止，包括台积电、联电、日月光、环球晶等指标台厂都已“交卷”，总计已有廿三家国际大厂与机构完成回应答覆，让尚未回覆的三星、ＳＫ海力士等韩国企业面临庞大压力，外传相关企业会在最后时间内答覆，或争取在韩国官员九日至十一日访美时，直接向美国商务部递交答覆。 全球芯片荒，台积电董座刘德音日前受访时曾直指“供应链中有人在囤货”。美方日前解释，供应链业者间缺乏信任，传言有企业囤货而无法掌握确切需求，客户端却说无法从供应商取得直接回应、甚至可取得的数量还减少，因此有必要请业者提供资讯，以解决当前半导体产品短缺的问题。 美官方征求半导体供应链意见，期限至十一月八日。据了解，美国官方公开征求产业意见的方式之一是既定问答表格，台积电是在已答覆的廿三家企业与机构、个人当中的表格回答最明确，且列出过往两年的车用营收占比分别约百分之四、百分之三。 先前曾公开表示将配合美方的半导体大厂美商英特尔、德国大厂英飞凌智，昨截稿为止尚未答覆；三星、ＳＫ海力士等韩国企业也多数还未缴交回答表。 南韩财政部昨表示，应美国财政部要求半导体业者提供芯片销售与库存数据，南韩科技业者正在准备“自愿”向美方提交部分半导体资料，且南韩半导体公司也持续与华府磋商资料要提供至何种程度，但南韩财政部","text":"来源：内容来自半导体行业观察综合，谢谢。 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看好美光","images":[{"img":"https://static.tigerbbs.com/075a68e63bb87daa3f076fc1ef8871f4","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/823377290","isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":608519971,"gmtCreate":1638757283210,"gmtModify":1638757283210,"author":{"id":"3574478857237095","authorId":"3574478857237095","name":"Pluto426","avatar":"https://static.tigerbbs.com/e2dd36f5c32d1e33ba81c6fd558ebc59","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574478857237095","authorIdStr":"3574478857237095"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608519971","repostId":"2189278574","repostType":2,"repost":{"id":"2189278574","kind":"news","pubTimestamp":1638740160,"share":"https://www.laohu8.com/m/news/2189278574?lang=&edition=full","pubTime":"2021-12-06 05:36","market":"hk","language":"zh","title":"外媒头条：高盛最新预测！再度下调美国GDP预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2189278574","media":"新浪财经","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、高盛下调美国今明两年GDP的预期 因奥密克戎可能拖累经济增长\n\n\n2、投资者权衡omicron和美联储下一步行动，股市或会出现更多动荡\n\n\n3、马","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、<a href=\"https://laohu8.com/S/GS\">高盛</a>下调美国今明两年GDP的预期 因奥密克戎可能拖累经济增长</b>\n</blockquote>\n<blockquote>\n <b>2、投资者权衡omicron和美联储下一步行动，股市或会出现更多动荡</b>\n</blockquote>\n<blockquote>\n <b>3、马斯克已卖掉最后房产 正式成为“无家可归者”</b>\n</blockquote>\n<blockquote>\n <b>4、Spotify涉版权纠纷 撤下众多喜剧演员作品</b>\n</blockquote>\n<blockquote>\n <b>5、加拿大劳动力市场短缺加剧 雇主准备接纳未接种疫苗者</b>\n</blockquote>\n<blockquote>\n <b>6、美国疾控中心负责人：至少15个州Omicron变体感染病例会增加</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/cec3c4f2f288cc445838fa72cf9da487\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p><b>高盛下调美国今明两年GDP的预期 因奥密克戎可能拖累经济增长</b></p>\n<p>高盛集团经济学家认为，奥密克戎变异毒株的传播将对美国经济增长形成“温和拖累”，因此下调今明两年美国经济预期。</p>\n<p>高盛经济学家Joseph Briggs在一份周末致客户的报告中指出，现预计美国今年GDP增长3.8%，之前预期为增长4.2%。2022年的预期从3.3%下调至2.9%。</p>\n<p>“虽然许多问题仍然没有答案，我们现在认为最有可能的情况是病毒会更快传播，但对抗重症的免疫力只会略微减弱，从而构成温和下行的情景，”Briggs表示。</p>\n<p>他指出，奥密克戎可能只会对服务业支出构成温和影响，并可能加剧供应短缺。同时，也可能推迟一些人愿意返回工作岗位的时间。</p>\n<p><img src=\"https://static.tigerbbs.com/7ac404fb99923391b77413f803dd05a5\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p>\n<p><b>投资者权衡omicron和美联储下一步行动，股市或会出现更多动荡</b></p>\n<p>在经历了一周的剧烈震荡导致许多股票暴跌之后，波动性可能会继续困扰市场。</p>\n<p>在接下来的一周中，投资者将等待有关 omicron 变体的更多消息以及周五的另一份通胀报告，预计该报告显示的消费者价格仍然是 30 年来最热的。</p>\n<p>过去一周，由于担心 omicron 变体以及担心美联储将放弃其宽松政策并比预期更早地加息，股票遭到抛售。美联储主席杰罗姆鲍威尔周二对国会小组表示，美联储将在 12 月 14 日和 15 日开会时考虑加快缩减每月 1200 亿美元的债券购买计划。美联储提前实施了债券购买计划2020年在大流行期间支撑经济。</p>\n<p>Cresset 首席投资官杰克·阿布林 （Jack Ablin） 表示：“这将是一个有点动荡的 12 月，因为我们可能需要等待财报季重新回归，回到基本面。”鲍威尔的言论令投资者感到不安，他们担心美联储也会加快加息步伐。</p>\n<p><img src=\"https://static.tigerbbs.com/d7f8a47eb6766ada2b13bdfdf2d40639\" tg-width=\"550\" tg-height=\"413\" referrerpolicy=\"no-referrer\"></p>\n<p><b>马斯克已卖掉最后房产 正式成为“无家可归者”</b></p>\n<p>12月5日消息，据外媒报道，作为世界首富，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和SpaceX首席执行官埃隆·马斯克（Elon Musk）兑现了“没有任何房产”的承诺。他刚刚以3000万美元的价格将位于硅谷的豪宅卖出，加入“无家可归者”行列。</p>\n<p>马斯克以3000万美元的价格出售了他在硅谷的房产，这是他在加州七套房子中的最后一套，并搬到了得克萨斯州</p>\n<p>这套住宅位于加州希尔斯伯勒水晶泉路891号，占地超过19万平方米。马斯克曾说过，这里是他“地球上的最后房产”。</p>\n<p>现在，马斯克以3000万美元将其出售，与6月份首次挂牌时的3750万美元相比，价格整整下降了750万美元。这栋住宅出售经历了多次波折，在找到最后买家之前，曾先后三次挂牌。</p>\n<p><img src=\"https://static.tigerbbs.com/c2308e4896f97d6b4a7264b28ee7c49a\" tg-width=\"550\" tg-height=\"290\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Spotify涉版权纠纷 撤下众多喜剧演员作品</b></p>\n<p>由于版权费和版权纠纷，Spotify从其流媒体平台上撤下了数百名喜剧演员的专辑和作品。</p>\n<p>据悉，一家全球版权管理公司 Spoken Giants 正在与一群知名喜剧演员合作，协助后者跟互联网平台进行交涉，使得他们的作品在 Spotify、SiriusXM、Pandora 和 YouTube 等平台上需要付费观看时也能获得相应的版权费用。Spotify 随后删除了 Tiffany Haddish、Jim Gaffigan、Kevin Hart 和 John Mulaney 等众多喜剧表演者的作品。</p>\n<p>据报道，喜剧演员的目标是为“口语媒体的基本作曲版权”收取版税，类似于歌曲作者为他们的音乐和歌词获得报酬的方式。</p>\n<p>当双方谈判陷入僵局时，Spotify 将喜剧演员的作品从其流媒体平台上撤下。</p>\n<p><b>加拿大劳动力市场短缺加剧 雇主准备接纳未接种疫苗者</b></p>\n<p>加拿大紧张的劳动力市场迫使许多公司不得不在接种疫苗要求之外提供定期的核酸检测的替代途径，而其他一些公司则在改变先前宣布的接种疫苗要求，即使 Omicron 变异病例正在增加。</p>\n<p>加拿大政府采取了世界上最严格的公务员接种政策之一。航空公司、警察部队、学校董事会甚至加拿大的五大银行也承诺实施严格的强制性疫苗政策。但事实证明，坚持下去并不那么简单，尤其是在雇主努力应对人员短缺和工人要求豁免的情况下。</p>\n<p>官方数据显示，今年迄今为止，加拿大的职位空缺增加了一倍，而疫苗规定可能会使填补这些职位变得更加困难，从而可能给工资带来上涨压力。这可能会加剧已经达到近两年高位的通胀。</p>\n<p>雇用未接种疫苗的人存在缺陷。行业团体和营销专家表示，公司面临更高的新冠肺炎爆发风险，许多接种疫苗的员工对与未接种疫苗的员工一起工作感到不舒服。</p>\n<p><img src=\"https://static.tigerbbs.com/77bdbbe01292979d27bad87d5c6416ec\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国疾控中心负责人：至少15个州Omicron变体感染病例会增加</b></p>\n<p>美国疾病控制与预防中心主任罗谢尔·瓦伦斯基 （Rochelle Walensky） 表示 ，至少有 15 个州检测到了 omicron 变体，预计这一数字还会上升。</p>\n<p>“我们知道我们有几十个案例，我们正在密切关注它们。我们每天都听到越来越多的可能病例，因此这个数字可能会上升，”瓦伦斯基说。</p>\n<p>这种变种最初在南非发现，它的刺突蛋白有几个突变，允许病毒进入人体，其中一些突变可能导致其传播能力增加。科学家们仍在收集有关该病毒和当前新冠疫苗是否有效的数据。</p>\n<p>在其他几个国家被发现后，美国于 12 月 1 日报告了首例 omicron 病例。虽然一些患者最近去过南部非洲，但其他人没有旅行史。这表明社区传播正在进行中。</p>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>外媒头条：高盛最新预测！再度下调美国GDP预期</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n外媒头条：高盛最新预测！再度下调美国GDP预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-06 05:36 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-12-06/doc-ikyamrmy7072307.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、高盛下调美国今明两年GDP的预期 因奥密克戎可能拖累经济增长\n\n\n2、投资者权衡omicron和美联储下一步行动，股市或会出现更多动荡\n\n\n3、马斯克已卖掉最后房产 正式成为“无家可归者”\n\n\n4、Spotify涉版权纠纷 撤下众多喜剧演员作品\n\n\n5、加拿大劳动力市场短缺加剧 雇主准备接纳未接种疫苗者\n\n\n6、美国疾控中心负责人：至少15个州...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-12-06/doc-ikyamrmy7072307.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cec3c4f2f288cc445838fa72cf9da487","relate_stocks":{"161125":"标普500","513500":"标普500ETF","QID":"纳指两倍做空ETF","BK4527":"明星科技股","BK4559":"巴菲特持仓","OEX":"标普100",".DJI":"道琼斯","SDS":"两倍做空标普500ETF","BK4550":"红杉资本持仓",".IXIC":"NASDAQ Composite","TQQQ":"纳指三倍做多ETF","SDOW":"道指三倍做空ETF-ProShares",".SPX":"S&P 500 Index","BK4551":"寇图资本持仓","IVV":"标普500指数ETF","PSQ":"纳指反向ETF","BK4504":"桥水持仓","QLD":"纳指两倍做多ETF","DXD":"道指两倍做空ETF","BK4099":"汽车制造商","UDOW":"道指三倍做多ETF-ProShares","BK4548":"巴美列捷福持仓","UPRO":"三倍做多标普500ETF","DJX":"1/100道琼斯","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF","DDM":"道指两倍做多ETF","SQQQ":"纳指三倍做空ETF","SH":"标普500反向ETF","OEF":"标普100指数ETF-iShares","DOG":"道指反向ETF","SPY":"标普500ETF","BK4534":"瑞士信贷持仓","QQQ":"纳指100ETF","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-12-06/doc-ikyamrmy7072307.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2189278574","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、高盛下调美国今明两年GDP的预期 因奥密克戎可能拖累经济增长\n\n\n2、投资者权衡omicron和美联储下一步行动，股市或会出现更多动荡\n\n\n3、马斯克已卖掉最后房产 正式成为“无家可归者”\n\n\n4、Spotify涉版权纠纷 撤下众多喜剧演员作品\n\n\n5、加拿大劳动力市场短缺加剧 雇主准备接纳未接种疫苗者\n\n\n6、美国疾控中心负责人：至少15个州Omicron变体感染病例会增加\n\n\n高盛下调美国今明两年GDP的预期 因奥密克戎可能拖累经济增长\n高盛集团经济学家认为，奥密克戎变异毒株的传播将对美国经济增长形成“温和拖累”，因此下调今明两年美国经济预期。\n高盛经济学家Joseph Briggs在一份周末致客户的报告中指出，现预计美国今年GDP增长3.8%，之前预期为增长4.2%。2022年的预期从3.3%下调至2.9%。\n“虽然许多问题仍然没有答案，我们现在认为最有可能的情况是病毒会更快传播，但对抗重症的免疫力只会略微减弱，从而构成温和下行的情景，”Briggs表示。\n他指出，奥密克戎可能只会对服务业支出构成温和影响，并可能加剧供应短缺。同时，也可能推迟一些人愿意返回工作岗位的时间。\n\n投资者权衡omicron和美联储下一步行动，股市或会出现更多动荡\n在经历了一周的剧烈震荡导致许多股票暴跌之后，波动性可能会继续困扰市场。\n在接下来的一周中，投资者将等待有关 omicron 变体的更多消息以及周五的另一份通胀报告，预计该报告显示的消费者价格仍然是 30 年来最热的。\n过去一周，由于担心 omicron 变体以及担心美联储将放弃其宽松政策并比预期更早地加息，股票遭到抛售。美联储主席杰罗姆鲍威尔周二对国会小组表示，美联储将在 12 月 14 日和 15 日开会时考虑加快缩减每月 1200 亿美元的债券购买计划。美联储提前实施了债券购买计划2020年在大流行期间支撑经济。\nCresset 首席投资官杰克·阿布林 （Jack Ablin） 表示：“这将是一个有点动荡的 12 月，因为我们可能需要等待财报季重新回归，回到基本面。”鲍威尔的言论令投资者感到不安，他们担心美联储也会加快加息步伐。\n\n马斯克已卖掉最后房产 正式成为“无家可归者”\n12月5日消息，据外媒报道，作为世界首富，特斯拉和SpaceX首席执行官埃隆·马斯克（Elon Musk）兑现了“没有任何房产”的承诺。他刚刚以3000万美元的价格将位于硅谷的豪宅卖出，加入“无家可归者”行列。\n马斯克以3000万美元的价格出售了他在硅谷的房产，这是他在加州七套房子中的最后一套，并搬到了得克萨斯州\n这套住宅位于加州希尔斯伯勒水晶泉路891号，占地超过19万平方米。马斯克曾说过，这里是他“地球上的最后房产”。\n现在，马斯克以3000万美元将其出售，与6月份首次挂牌时的3750万美元相比，价格整整下降了750万美元。这栋住宅出售经历了多次波折，在找到最后买家之前，曾先后三次挂牌。\n\nSpotify涉版权纠纷 撤下众多喜剧演员作品\n由于版权费和版权纠纷，Spotify从其流媒体平台上撤下了数百名喜剧演员的专辑和作品。\n据悉，一家全球版权管理公司 Spoken Giants 正在与一群知名喜剧演员合作，协助后者跟互联网平台进行交涉，使得他们的作品在 Spotify、SiriusXM、Pandora 和 YouTube 等平台上需要付费观看时也能获得相应的版权费用。Spotify 随后删除了 Tiffany Haddish、Jim Gaffigan、Kevin Hart 和 John Mulaney 等众多喜剧表演者的作品。\n据报道，喜剧演员的目标是为“口语媒体的基本作曲版权”收取版税，类似于歌曲作者为他们的音乐和歌词获得报酬的方式。\n当双方谈判陷入僵局时，Spotify 将喜剧演员的作品从其流媒体平台上撤下。\n加拿大劳动力市场短缺加剧 雇主准备接纳未接种疫苗者\n加拿大紧张的劳动力市场迫使许多公司不得不在接种疫苗要求之外提供定期的核酸检测的替代途径，而其他一些公司则在改变先前宣布的接种疫苗要求，即使 Omicron 变异病例正在增加。\n加拿大政府采取了世界上最严格的公务员接种政策之一。航空公司、警察部队、学校董事会甚至加拿大的五大银行也承诺实施严格的强制性疫苗政策。但事实证明，坚持下去并不那么简单，尤其是在雇主努力应对人员短缺和工人要求豁免的情况下。\n官方数据显示，今年迄今为止，加拿大的职位空缺增加了一倍，而疫苗规定可能会使填补这些职位变得更加困难，从而可能给工资带来上涨压力。这可能会加剧已经达到近两年高位的通胀。\n雇用未接种疫苗的人存在缺陷。行业团体和营销专家表示，公司面临更高的新冠肺炎爆发风险，许多接种疫苗的员工对与未接种疫苗的员工一起工作感到不舒服。\n\n美国疾控中心负责人：至少15个州Omicron变体感染病例会增加\n美国疾病控制与预防中心主任罗谢尔·瓦伦斯基 （Rochelle Walensky） 表示 ，至少有 15 个州检测到了 omicron 变体，预计这一数字还会上升。\n“我们知道我们有几十个案例，我们正在密切关注它们。我们每天都听到越来越多的可能病例，因此这个数字可能会上升，”瓦伦斯基说。\n这种变种最初在南非发现，它的刺突蛋白有几个突变，允许病毒进入人体，其中一些突变可能导致其传播能力增加。科学家们仍在收集有关该病毒和当前新冠疫苗是否有效的数据。\n在其他几个国家被发现后，美国于 12 月 1 日报告了首例 omicron 病例。虽然一些患者最近去过南部非洲，但其他人没有旅行史。这表明社区传播正在进行中。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828682998,"gmtCreate":1633910288434,"gmtModify":1633910288434,"author":{"id":"3574478857237095","authorId":"3574478857237095","name":"Pluto426","avatar":"https://static.tigerbbs.com/e2dd36f5c32d1e33ba81c6fd558ebc59","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574478857237095","authorIdStr":"3574478857237095"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>是不是该到时候买入了","listText":"<a 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href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a>[财迷]&nbsp;[财迷]&nbsp;","text":"$美光科技(MU)$[财迷] [财迷]","images":[{"img":"https://static.tigerbbs.com/0b692959faa12ecd2cdda93160641e33","width":"1125","height":"3466"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/820711830","isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":324661130,"gmtCreate":1615989992320,"gmtModify":1703496044808,"author":{"id":"3574478857237095","authorId":"3574478857237095","name":"Pluto426","avatar":"https://static.tigerbbs.com/e2dd36f5c32d1e33ba81c6fd558ebc59","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574478857237095","authorIdStr":"3574478857237095"},"themes":[],"htmlText":"[呆住]&nbsp;[呆住]&nbsp;","listText":"[呆住]&nbsp;[呆住]&nbsp;","text":"[呆住] 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据台媒联合报报道，美国联邦公报与相关网站资讯显示，台积电已完成美方提出的问卷并回传，公开文件有一大亮点，即台积电告知美方，今年营收将达五六六亿美元（逾新台币一点五兆元），创新高，年增率达百分之廿四点四。台积电昨表示，持续致力于支援全球半导体供应链挑战，已回应美国商务部就“半导体供应链风险徵求公众意见”的需求，以协助面对此一挑战，同时坚持一贯立场保护客户机密，未于回应中揭露特定客户资料。 是谁在囤车用芯片？美国商务部官方公开征求半导体供应链意见截止日倒数计时，根据联邦公报与相关网站资讯显示，截至昨天为止，包括台积电、联电、日月光、环球晶等指标台厂都已“交卷”，总计已有廿三家国际大厂与机构完成回应答覆，让尚未回覆的三星、ＳＫ海力士等韩国企业面临庞大压力，外传相关企业会在最后时间内答覆，或争取在韩国官员九日至十一日访美时，直接向美国商务部递交答覆。 全球芯片荒，台积电董座刘德音日前受访时曾直指“供应链中有人在囤货”。美方日前解释，供应链业者间缺乏信任，传言有企业囤货而无法掌握确切需求，客户端却说无法从供应商取得直接回应、甚至可取得的数量还减少，因此有必要请业者提供资讯，以解决当前半导体产品短缺的问题。 美官方征求半导体供应链意见，期限至十一月八日。据了解，美国官方公开征求产业意见的方式之一是既定问答表格，台积电是在已答覆的廿三家企业与机构、个人当中的表格回答最明确，且列出过往两年的车用营收占比分别约百分之四、百分之三。 先前曾公开表示将配合美方的半导体大厂美商英特尔、德国大厂英飞凌智，昨截稿为止尚未答覆；三星、ＳＫ海力士等韩国企业也多数还未缴交回答表。 南韩财政部昨表示，应美国财政部要求半导体业者提供芯片销售与库存数据，南韩科技业者正在准备“自愿”向美方提交部分半导体资料，且南韩半导体公司也持续与华府磋商资料要提供至何种程度，但南韩财政部","listText":"来源：内容来自半导体行业观察综合，谢谢。 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