金剛爹工業電腦(IPC)市場亂流,復甦尚須等待綜觀工業電腦(IPC)市場,2023年基本上交出一張差強人意的成績單。從台股前15大IPC廠商2023年1月到11月的營收來看,相較去年同期大致都出現衰退,僅有3家小幅營收成長。而營收衰退的廠商,有不少呈現雙位數的下滑,甚至出現將近40%的雪崩下滑幅度。這中間到底發生了甚麼事?Dec 31, 2023Dec 31, 2023
金剛爹俄烏戰爭---最後講講台灣一月起,烏克蘭與俄羅斯邊界的劍拔奴張,幾乎每日搶下的國際頭版。代表北約的德國與法國,雙雙出面與兩國調停。另外遠在大西洋彼岸的美國,也深怕被冷落似的一直刷存在感。這中間的各方角力為何? 又各自安甚麼鬼胎? 遠在數千公里以外的台灣,又應如何看待?Feb 28, 2022Feb 28, 2022
金剛爹淺談一下,為什麼O-RAN可以是個something? 它為誰解決了痛點?5G的結構鏈博大精深,一個小部件或是一個小應用分拆出去就是一個產業。這篇就來講講最近比較常看到的O-RAN是甚麼? 它可以帶來甚麼經濟效益? 它為誰解決了痛點? 台廠可以著墨嗎?Dec 16, 2021Dec 16, 2021
金剛爹How to evaluate a company? Here are Three easy-to-use qualitative toolsMost stock investors might feel clumsy when they start to study an unfamiliar industry or a company. Here are three handy qualitative…Jun 4, 2020Jun 4, 2020
金剛爹A sabre on Huawei’s throat?No one can predict the trade tension could be escalated to the severe level in a short period. It was just in the middle of January; the…May 22, 2020May 22, 2020
金剛爹How COVID-19 Fuels Protectionism?Even now, most of Western countries are still in the COVID-19 storm, national politics leaders are not only grappling with the crisis in…May 6, 2020May 6, 2020
金剛爹TSMC guidance — the most important forecast amid the uncertain timeTSMC’s [1] investor meeting brought the company’s stock price soaring skyrocket with almost 7% in the next transaction day. According to…Apr 22, 2020Apr 22, 2020
金剛爹to know_ASICEver since the demand of smartphones has been almost saturated, the whole electronic industry keeps looking for the next booming business…Apr 12, 2020Apr 12, 2020