Re: [問卦] 疫情到底跟科技需求有什麼屁關係==
※ 引述《pptsuck (whip)》之銘言:
: 看到一堆財經新聞講啥小因為疫情啥小需求大增
: 導致缺東缺西 是他媽給狗幹喔?
: 你說2020最嚴重的時候各國封城
: 因為在家上班有筆電需求這我相信
: 他媽都2022了還跟我說需求導致缺料是騙鬼膩
: 只要是電子產品都講缺料然後漲個15-25%賣你
: 連車子都在跟我喊缺料 問業務也答不出個所以然
: 只會講車用晶片 幹你妹這種低階晶片是能多缺?
: 問你們家車子用什麼晶片支支吾吾的
: 我看你連晶片是什麼洨功用都不知道吧?
: 歐美早就回歸疫情前生活了
: 他媽一堆屁毛還在跟你牽拖疫情影響
: 有卦?
就真的缺料阿
大家近期瘋狂擴廠中
第一線的半導體廠商ASML訂單滿滿
https://inf.news/en/digital/cf6f7419d24656dae46f675674564e39.html
大家不只搶晶片 現在還搶EUV
根據ASML CEO的說法
缺貨根源就是大家嚴重低估半導體的需求
https://bits-chips.nl/artikel/asmls-backlog-doubled-in-q2/
需求成長的速度遠遠高過預估 而且落差加大中
“Over the last 15 years, we’ve structurally underestimated the growth of
the industry. In 2007, we gave you, for the first time, a target 5 years out
based on certain market assumptions and we got there 1 year early. The secondtime, we got there 2 years early. And the third time we did it, that’s the
one we’re in today. We’re guiding about 18.9 billion euros in revenue this
year, which was the mid-market scenario that we gave you for 2025. We again
are years early. I’m not concerned in building that capacity. We will use it.”
但真實的原因就是不知道???
大家都看到結果 但是不知道原因
(搞不好原因不是疫情 只是全部被拿去採礦)
另一個可能是智慧家電跟IoT
現在莫名其妙的裝置上都有IC 連跳蛋都是智能跳蛋
--
嗯CEO講的跟財報...嘻嘻
爆
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