作者查詢 / Exusiai
作者 Exusiai 在 PTT [ Tech_Job ] 看板的留言(推文), 共1216則
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106F推: 當然NV 這還用選嗎05/31 13:27
3F推: 看來帆宣要暴漲了05/29 00:33
4F→: ASML Supply Chain05/29 00:34
56F推: 這新聞 一早台積應該要崩了05/11 03:09
5F推: 為什麼一堆人把大陸當塑膠...04/17 23:49
22F推: 中國研發成功 又能超猛的削價競爭 台積就崩崩了04/07 14:08
23F→: 看看台灣面板雙唬的成長 人家是模子打好看客戶要不要04/07 14:08
24F→: 不要拉倒反正沒差(模子打出來至少都要花60-70 million)04/07 14:10
25F→: 台廠對客戶是:你要嗎? OK 等我一年打模建廠給你喔04/07 14:11
26F→: 而且品質根本沒差多少 這就是最可怕的地方04/07 14:12
28F推: 別的國家有發展半導體能力的有的是不想發展(例如美國)04/07 14:16
29F→: 勞力密集 而他們人力成本超高04/07 14:17
30F→: @fanta 你捫心自問 ODM是不是都這樣 有更便宜快速的選項04/07 14:19
31F→: 品牌廠就會選更便宜快速的了04/07 14:20
32F→: 舉面板當例子 因為雙唬就是這樣 代工的宿命就是這樣04/07 14:21
33F推: 即使我在做美股 我也支持過幾次國家的榮耀TSM04/07 14:25
34F→: 他當然也是"成長型"公司跟shares 現在也不容易被擊倒04/07 14:27
35F→: 但中國就真的很可怕 什麼超猛的削價策略都可以搞04/07 14:28
36F→: 待過Branding廠應該會有感觸 中國廠血本無歸也要跟對手殺04/07 14:30
7F推: 顧問業是比代工廠還要末端的產業 利潤很低 所以薪水也低04/02 16:54
8F→: Branding>>>>>>>>>>>ODM&SC>>>Consultant 利潤越來越低04/02 16:56
9F→: 而且越末端勞力越密集 且不太需要用大腦04/02 16:57
10F→: 為什麼AAPL AMZN GOOGL這種可以WFH 因為人家要用腦04/02 16:59
96F→: 樓上好韻腳03/18 21:08
16F推: 明天不買 就買不到那個價位的GG了03/18 21:07
17F→: 大家看跌 他就是漲給你看 這就是台股根性!03/18 21:08
36F推: 沒加班費的公司 外商是真的可以早走 台廠是因為沒有編列03/09 20:56
3F推: 這個在reddit未來科技版 上上週就有了03/07 18:52