電動車的殺戮時刻 / 謝金河
自從馬斯克併下Twitter之後，Tesla已經重挫38.7%，市場有人形容：Tesla股東擔心「無人駕駛」，紛紛跳車！

https://www.facebook.com/permalink....100002304327218

這篇文章改幾個數字，明後年某個時間點又可以重新上架，這文章重複在未來用個5,6次不成問題
:laugh: :laugh:
大家都知道：蘋果、聯發科、超微產品換代的時候，都會更換製程，
如AMD今年換成7XXX系列，舊製程Zen3 使用的7nm當然大砍單，如果不把5nm增加的訂單拿出來做比對。真的只能說我現在就可以先把未來好幾篇新聞給寫出來 :think: :think:

Apple、高通、聯發科的手機SOC確實是一直轉移到先進製程
但據傳也都有砍單，因為預估手機需求減緩

至於AMD的Zen4只能搭配DDR5，價位太高，不可能吸引中低階用戶
所以至今沒聽說Zen3已停產，既然如此，就不存在7nm產品全部停掉的問題
不過同樣因為PC需求疲軟，所以砍單是有可能的

比較例外的是PS5 SOC已經轉移到6nm，特意花錢轉移
推估應該是為了在同一塊晶圓上能切出更多晶片，好增加產能

不懂來發問 :ase

花錢轉移跟切出更多晶片, 哪個划得來? :confused:

P大 別鬧了
你跟這個天兵請教問題?
原本不太想管這天才了
真服了他還有臉在股票區鬼扯

今天真扯...原以為局面會是一面倒共和黨狂贏民主黨
該說選舉的慶祝行情要結束了嗎XD
依舊看空中

PS5漲價應該可以說明成本增加

但是產量增加的話，可以緩解缺貨問題

SONY應該是想優先解決缺貨問題

日月光回擊搶占高階封測的台積電！

《轉貼》"The semiconductor industry is trending towards chiplet-based architectures that rely on transformative packaging innovations to deliver critical power and performance requirements," commented Yin Chang, ASE’s Senior Vice President of Sales & Marketing. He continued, "As industry leader, ASE brings advanced packaging inclusion to the table by offering a broad portfolio of system integration technologies, including FOCoS-CF and FOCoS-CL, under our VIPack™ platform, geared towards enabling the world’s foremost applications such as HPC, artificial intelligence, 5G, and automotive."

"The magic of FOCoS-CF and FOCoS-CL is that we are able to optimize integration possibilities by scaling the electrical connectivity in fan-out to interconnect multiple different chips, simultaneously achieving both heterogeneous and homogeneous integration where chips are split up and combined within a fan-out package,’" said Dr. C.P. Hung, Vice President of R&D, ASE. He added, "This innovative technology approach is an industry first and provides considerable competitive advantage for our customers in meeting stringent miniaturization, bandwidth, latency, and other evolving design and performance requirements."

https://finance.yahoo.com/news/ase-...-150000095.html

果然空到了
現在是預期會有一個極短的反彈
所以是布局抄短線做多然後再等著空一波

感謝告知時程。