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台積電Q4面臨砍單?專家:馬來西亞產能回穩、半導體需求被高估|數位時代BusinessNext @ 2021-09-16T20: Back Hot News
Keyword:漏洞 蘋果 入侵 更新 點擊
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近日摩根士丹利表示,整體半導體需求可能被高估了,已看到智慧手機、電視及電腦等半導體需求轉弱,預計台積電等代工廠,最快今年第四季會發生訂單遭到削減。
台積電股價在之前大漲一波後,近日走勢偏弱,美系外資一份分析報告表示,全球晶片封測產能有14%位於馬來西亞,包括來自德州儀器、意法半導體與英飛凌等美歐IDM廠, ...
蘋果昨(14)日發表iPhone 13新機,不過蘋果概念股今(15)日表現卻不如預期,台積電(2330)收跌6元。外界推測原因,除了「棄息」的賣壓外,恐怕還跟大摩有關, ...
IT 之家引用「愛集微」報導,近日摩根士丹利表示,整體半導體需求可能高估,已看到智慧手機、電視及電腦等半導體需求轉弱,LCD 驅動IC、利基型記憶體及智慧手機感測器 ...

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