台積電要駕崩了?

scwang0709 wrote:
梁是被逼走的 201...(恕刪)

天才小光 wrote:
可是這樣把台積電的先...(恕刪)

天才小光 wrote:
可是這樣把台積電的先...(恕刪)

lonelyski wrote:
SS has very limited capacity for new technology, maybe it's a good strategy to trap SS with Apple's A9. then Txxx can earn lots of money from the other customers (Apple is not the only one customer to N16/N14 market....), you know SS likely to win this business with very low margin? but look at Txxx, they have very good yield and margin for N28/20 and N16 as people knows.
The result would be, SS keeps losing money to win business from N28 to N14 but Txxx keeps earning money all the way down from 90/65/45/28/20 and beyond ..... do you know who is winner now?

by the way, I'm not saying Txxx's stock price should keep going up but this news is not the root cause of price down, .... you will know the story since Txxx' stock price is just a tool to control TW index, ...(恕刪)

天才小光 wrote:
可是這樣把台積電的先...(恕刪)

kanechia wrote:
看過天下雜誌那一篇其...(恕刪)

lucky750316 wrote:
就我個人認為，天下雜...(恕刪)

天才小光 wrote:
可是這樣把台積電的先...(恕刪)

old_hsiao wrote:
A8的單是蘋果想去三星化,邀台GG進來做,利潤好到爆,
現在,三星虧損連連,生死存亡戰,所以A9報很低的價,
就算不賺錢也要做,可養活一堆員工,
蘋果的如意算盤是要台GG用三星的報價接A9,
三星的產能良率如沒問題,去年底早早就給三星了(恕刪)