作者查詢 / stosto
作者 stosto 在 PTT 全部看板的留言(推文), 共30039則
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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
14F推: Mcu一堆東西要用,但要不要用新唐的另回事了04/18 13:02
45F推: 台灣的問題在人口結構…電的問題也是吵出來的04/18 11:04
46F→: 電不夠就是蓋電廠而已,現在人口結構有夠畸形,尤04/18 11:05
47F→: 其半導體又需要人力04/18 11:05
1F推: NV下單量大很多04/18 02:34
6F推: cowos產能占比應該不只2:104/18 02:47
133F推: Mi300x40萬顆?04/18 10:18
134F→: 台積產能沒這麼多啊,雖然現在一直在擴線04/18 10:19
139F推: AI每天都在用,又免費的 不用是棒槌04/18 10:30
7F推: 有得基本薪資 有的上百萬一個月1.161.158.75 04/17 22:42
115F推: 正常啊,asml本來就在抖未來台積獨大04/17 22:37
116F→: 所以一直想要扶大i,但扶不起阿04/17 22:37