
About this episode
【美國最新禁令影響】
17:02 探討 HBM 禁止輸出中國影響。
19:50 本次禁令將中國主要半導體設備商列入實體清單的影響。
23:05 EDA tool 與其他能製作先進製程的成熟製程的設備管制。
24:58 哪些廠商可能受惠?相關協力廠是否能繼續服務?
【回答聽眾問題】
29:39 推薦的電子閱讀器型號。
30:44 導線架的展望如何?有哪些觀察指標?
Podcast 回饋表單:https://statementdog.cc/PMOa8
本集重點、提到的股票和相關連結:https://statementdog.com/blog/archives/14640
業務合作聯絡信箱:[email protected]
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