作者查詢 / stosto
作者 stosto 在 PTT [ Stock ] 看板的留言(推文), 共17631則
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1398F推: 供電問題?電不夠就斷其他產能利用率低的啊04/19 13:50
68F推: Duv 只能荷蘭禁啊,euv卡到美國的專利沒辦法04/19 11:26
58F推: 白癡嗎…這是要放財報的耶…200-300億是要怎麼吞04/19 10:29
59F→: 你如果說3天不能量產的損失金額就算了04/19 10:30
60F→: 這個是實際上損失的金額耶04/19 10:30
61F→: 有辦法這樣混為一談04/19 10:30
133F→: 台積不如預期?!?! 只有車用跟手機不如預期耶...04/18 22:26
135F→: 但台積生意又不是只有手機跟車用,況且車用超少04/18 22:27
137F→: 手機多但AI跟HPC都補回來了04/18 22:27
146F→: 通常2330 tsm adr賣了就不會買回來了 就看台積電遠04/18 22:28
163F推: 而且很神奇的是今天法說都沒人問我大i的訂單04/18 22:33
262F推: 中小都被台積下修了,怎麼吃飽04/18 23:55
82F推: 工廠沒人蓋,設備商沒人可以裝機....04/18 22:24
83F→: 真的以為台積電擴廠錢花下去甚麼都有嗎04/18 22:24
84F→: cowos相關設備商一堆被操爆了04/18 22:24
85F→: 台積是先進封裝不是封測 封裝後要去測試,不同東西04/18 22:25
42F推: 30E有多少是自己做壞掉的wafer呢04/18 22:20
6F推: GG: 今年全球沒這麼好啦,喔 但我還是很好04/18 15:54
11F→: 他一個人吃掉全球10%的成長,其餘加起來還比他低04/18 15:54
89F推: Nv會噴啦04/18 16:07
1F推: 下半年再來看,整年營收成長沒降低04/18 14:46
5F→: Nv八月的事04/18 14:47
66F推: Asml本來就該下去,台積就沒急著進high na04/18 14:55
68F→: 然後也不看看asml賣那什麼鳥價格04/18 14:55
73F→: 設備商上半年就是拉封裝的04/18 14:56
76F→: 前段的就照原本擴廠計畫04/18 14:56
110F推: 今年台積很無聊,要爆發的性找cowos 相關04/18 15:12
114F→: Cowos 相關還包含HBM04/18 15:13
127F推: 未來消費型要綁Ai也是靠網路call api而已,但ai基04/18 15:21
128F→: 建都剛開始而已。04/18 15:21
129F→: 第二波會在比較熟怎麼使用ai後開始普及,其實這個04/18 15:21
130F→: 跟我們當時智慧型手機剛出來時很像04/18 15:21
167F推: 這波本來就是看ai相關04/18 15:41
169F→: 年初開始就瘋狂追加cowos相關的單了04/18 15:41
172F→: 台積前段沒追單啊,後端追的很猛,又急又猛 還追兩04/18 15:44
173F→: 年04/18 15:44
175F→: Cowos追不上了啦,台積獨領風騷04/18 15:44
179F推: Wos跟完整cowos 差很多04/18 15:46
182F→: 如果覺得台積放了wos 就以為會做cowos應該是有誤會04/18 15:46
183F→: 什麼04/18 15:46
185F→: Spil asek 都沒追封裝設備04/18 15:47
186F→: 台灣封裝就兩家買最兇,台積跟美光04/18 15:47
218F推: 三星應該是HBM的問題吧 打不進去nv04/18 16:05
319F→: 前段設備股會崩慘04/18 15:43
14F推: 美國這10檔市值上去就會跟著上去了,台灣人不愛這04/18 13:33
15F→: 隻,有沒息可以配04/18 13:33