About this episode
02:17 博通適合拿來當作判斷半導體週期的公司嗎？最近一季的財報釋出哪些重要資訊？
32:45 為什麼同樣受到中國產能影響，模組廠近期表現比原廠南亞科還要好？
39:00 對台廠 NOR flash、矽晶圓的看法。
Podcast 回饋表單：https://statementdog.cc/PMOa8
Podcast 業務合作聯絡信箱：[email protected]
Get every episode summarized
Each time 財報狗 - 掌握台股美股時事議題 publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from 財報狗 - 掌握台股美股時事議題
561.【財經時事放大鏡】粗看 SEMICON！
財報狗 - 掌握台股美股時事議題
Sep 3, 202628:13skipped_language
560.【達人聊產業】相信潘董！USB、SSD 到 Edge AI 方案商 ft. 群聯潘健成執行長
財報狗 - 掌握台股美股時事議題
Sep 1, 20261:07:46pending
549.【台股美股提款機】玻璃基板產業展望與競爭格局
財報狗 - 掌握台股美股時事議題
Aug 30, 20261:10:21pending
548.【財經時事放大鏡】NVIDIA x Hotchips x FOPLP
財報狗 - 掌握台股美股時事議題
Aug 27, 202632:31pending