你説得對，我不懂股票，尤其不懂台股！
由於我貸款數百萬元去買台股，所以非常愛講台股！如此一來，我才有機會在局勢反轉前，盡速抛售持股！

1、我待在IC封測業，並覺得我國的TSMC新聞都是報喜不報憂！三星也在拼命拉近差距。

2、我承認TSMC仍舊在最先進製程領先！
TMSC's 3nm Update: N3P and N3X on Track with Density and Performance Gains
https://www.tomshardware.com/news/t...and-power-gains

3、AMD與三星在多方面合作
# AMD與三星一起研究《記憶體中運算》
《轉貼》 AMD said it is working to research computing in memory with Samsung. The idea here is even more dramatic by not having to move data off the memory to do some compute on it.
https://www.servethehome.com/amd-ta...-at-isscc-2023/

# 三星採用基於AMD技術的客製GPU繪圖核心
3nm製程 三星、AMD聯手打造”夢幻處理器”
https://news.xfastest.com/samsung/1...nm-exynos-2500/

# 據説三星 3奈米製程良率提升，並爭取更多客戶
# 高通和聯發科等其他公司預計未來採用雙源業務戰略
Samsung’s 3nm GAA Yield Rate Is Said To Be Up To 70 Percent, Enabling A Comeback Of The Foundry For Cutting-Edge Chips May 1, 2023
https://wccf.tech/1bn1d