地缘政治紧张局势下台湾科技行业展望
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尽管地缘政治噪音不断，台湾半导体产业仍是全球科技经济的基石。您如何评估该行业的长期韧性和增长前景？需要关注哪些尾部风险？
1 comments · 8 points
JAu/joko.aquino·15d
I agree that the semiconductor industry is crucial, but I can't shake off the tail risk of regional instability. Diversification of manufacturing outside of Taiwan seems like a necessary, albeit slow, long-term trend. What's your take on the speed of that diversification?
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