大陸半導體野蠻成長,台積電還能贏多久?
一間公司對抗一個國家
作者:鄭婷方 │ 攝影:賴永祥
出處:2015年6月號《遠見雜誌》 第348期 瀏覽數:7,650+
兩年前,《遠見》曾進行兩岸科技業大評比,當時台灣不僅在網路、軟體業規模慘輸大陸
,面板、手機、觸控面板也受到極大擠壓,僅剩半導體最後防線。如今,這項優勢也將失
守?大陸半導體業宛如紅色海嘯,舖天蓋地而來,一樁樁豪砸千金的收購案,令人咋舌。
IC設計領域,每年至少有30%的高成長,全球第四大封測廠(江蘇長電)出現在中國,半
導體製造業也突飛猛進。 若從技術、營運、聚落、資金、市場、人才六大面向,綜合評
量兩岸半導體實力,台灣戰績三勝、二敗、一平手,世界第二的地位岌岌可危。《遠見》
採訪團隊前往北京、上海的高科技園區,見證大陸半導體的野蠻成長,聯發科前高層、展
訊高級副總裁袁帝文,更首度在媒體前披露心路歷程。兩岸半導體大車拚,台灣剩下晶圓
代工龍頭台積電,傾全公司之力,對抗一個國家。當對岸挾著政府支持、龐大市場力量來
襲,台積電還能贏多久?
全文: http://www.gvm.com.tw/Boardcontent_28834_1.html
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看完覺得滿沉重的,現在是一個小小的PE
十年後,我還會有PE的價值嗎?
還是掛著PE,卻做OP就能夠做到的事?
因為那時候已經沒有"領先的技術性"了
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