[標的] 台積電與三星正面對決.注意後續發展已回收
台積電是晶圓代工龍頭,技術領先世界,但三星這幾年的晶圓代工發展
也逐漸威脅到台積電,這一兩年台積電急速擴大資本支出與研發支出,
加上張忠謀的談話,跟三星正面對決的意義已經很明顯了
台積電的營運好不好,對於台灣很多半導體公司,設備商等,肯定會有直接影響,
三星這幾年晶圓代工業務異軍突起,也威脅到台積電的龍頭地位,
目前台積電仍是在晶圓代工技術,營收方面的NO1,
三星急起直追下也逼得台積電開始下重手,
現在的重點在於台積電能不能利用優勢,三年內將三星的晶圓代工業務打掛,
如果可以的話,未來十年台積電大概找不到其他能威脅的對手,
跟台積電有關連的產業可以繼續安枕無憂一陣子,
反之若三星打贏這場仗,成功搶了市佔率,恐怕台積電就會面臨危機..
(不過我是看好台積電可以贏就是了.畢竟三星的技術是比較落後點)
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