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商品訊息功能:
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開箱文>
Avya 刺繡品牌筆電後背包 - 251857 討論,推薦,開箱,CP值,熱賣,團購,便宜,優惠,介紹,排行,精選,特價,周年慶,體驗,限時
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注意：下方具有隨時更新的隱藏版好康分享，請暫時關閉adblock之類的廣告過濾器才看的到哦!!
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下面附上一則新聞讓大家了解時事
工商時報【張志榮╱台北報導】
前外資券商分析師陸行之表示，格羅方德在中國重慶蓋12吋廠，要看是生產14還是28奈米，若是14奈米才會對台積電帶來「些微感覺」，因為格羅方德在美國已有1座生產14奈米的12吋廠，已經輸給台積電的16奈米，實在沒理由在中國會對台積電逆轉勝。
陸行之指出，目前看來，格羅方德在重慶蓋的12吋廠，應該只是既有資本支出計畫的一環，只是地點從其他城市改為重慶，原因跟台積電一樣，都是考量到稅賦優惠，因應未來中國政府可能提高進口關稅等變數，否則中國半導體產業的群聚效應並不強，在中國蓋12吋廠只有市場、沒有成本優惠。
陸行之表示，在中國蓋12吋廠的半導體廠商，只有台積電是生產16奈米，聯電、力晶、中芯、華虹等仍是28奈米舊製程。目前格羅方德在美國有座12吋廠，透過從三星授權生產14奈米，但迄今還是無法從蘋網友果手中拿到任何AP訂單，即便在重慶生產14奈米，對台積電也不會帶來威脅。
歐系外資券商分析師認為，跟10與7奈米的高階製程相比，說不定16奈米已被視為「成熟製程」，不管格羅方德用12吋廠生產28或14奈米，也只能搶中國二線客戶，因為一線客戶還是會先與台積電合作。
不過，著眼於中國龐大半導體市場需求，格羅方德前進重慶設廠仍有其必要，港商里昂證券半導體分析師侯明孝指出，第2季中國中低階智慧型手機供應鏈（包括晶圓代工、封測、AP、面板驅動IC、電源管理IC、DRAM廠商）強勁需求將延續到第3季。
因此，侯明孝預估整體中國中低階智慧型手機供應鏈都可望從中受惠，以聯發科為例，除了第2季營收成長率財測為24％至32％之外，第3季剛開始下給晶圓代工的晶圓訂單就季增10％至15％，以目前外資圈關於第3季營收成長率平均預估值僅有5％來看，應有調升的空間。
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