電子業484要打回原型了 - 工程師

Kristin avatar
By Kristin
at 2022-04-04T09:25

Table of Contents

有認識一個在外商賣IC的朋友
他說DHL都在下修訂單惹

本ID聽了覺得
欸幹，當領頭的這幾家都在下修了
那整個上下游不就一起下修

感覺84很妙

大家怎麼看

--

All Comments

Eartha avatar
By Eartha
at 2022-04-04T16:41
還有Fedex別擔心
George avatar
By George
at 2022-04-04T23:56
有順豐就夠了
Tristan Cohan avatar
By Tristan Cohan
at 2022-04-05T07:12
ok 繼續噴
Olivia avatar
By Olivia
at 2022-04-05T14:27
NBA也在下修訂單了怕
Mason avatar
By Mason
at 2022-04-05T21:42
skyworks?
David avatar
By David
at 2022-04-06T04:58
2023景氣真的不太秒
Kelly avatar
By Kelly
at 2022-04-06T12:13
台積沒在怕
Wallis avatar
By Wallis
at 2022-04-06T19:29
顆顆一堆人還在相信電子業會噴幾十年阿
Connor avatar
By Connor
at 2022-04-07T02:44
人家還沒炒夠 還要炒給韭菜接刀呢
Heather avatar
By Heather
at 2022-04-07T00:39
怕 0.0
Selena avatar
By Selena
at 2022-04-07T07:55
ASUS:
Valerie avatar
By Valerie
at 2022-04-07T00:39
石頭小編拿刀架人家脖子，誰敢把握拿貨？
*誰敢不拿貨
Catherine avatar
By Catherine
at 2022-04-07T07:55
XDD
Daph Bay avatar
By Daph Bay
at 2022-04-07T00:39
因為缺貨只好下修
Caroline avatar
By Caroline
at 2022-04-07T07:55
Overbooking！
Susan avatar
By Susan
at 2022-04-07T00:39
哭
Lydia avatar
By Lydia
at 2022-04-07T07:55
去看Dell 上一季的財報
Elvira avatar
By Elvira
at 2022-04-07T00:39
好der ，開盤電子股全出清
Gary avatar
By Gary
at 2022-04-07T07:55
是回歸正常而已。
Daniel avatar
By Daniel
at 2022-04-07T00:39
印鈔姬:人家要冬眠了，下次再見 Godspeed XD
Aaliyah avatar
By Aaliyah
at 2022-04-07T07:55
2022了，還有人在看筆電廠的訂單
Audriana avatar
By Audriana
at 2022-04-07T00:39
才爽一年耶？好日子真短...
Yedda avatar
By Yedda
at 2022-04-07T07:55
IC廠還不是在喊缺貨
Andrew avatar
By Andrew
at 2022-04-07T00:39
原物料都開始掉單了
Elvira avatar
By Elvira
at 2022-04-07T07:55
五樓彎腰撿肥皂 阿斯~
Andy avatar
By Andy
at 2022-04-07T00:39
順豐 才是王道
Ula avatar
By Ula
at 2022-04-07T07:55
沒差啊，少子化更嚴重，一樣是工作找人
Yedda avatar
By Yedda
at 2022-04-07T00:39
今年只是overshoot
Oliver avatar
By Oliver
at 2022-04-07T07:55
那你趕快貸款 槓桿開爆空下去
Emily avatar
By Emily
at 2022-04-07T00:39
有很大一部份半年後會開始下修 但不包括GG
Ivy avatar
By Ivy
at 2022-04-07T07:55
不許你這樣說我發哥
Franklin avatar
By Franklin
at 2022-04-07T00:39
資料中心跟車用有減？
Joe avatar
By Joe
at 2022-04-07T07:55
我發哥才不會衰退
Lauren avatar
By Lauren
at 2022-04-07T00:39
天下無不散的宴席
Sarah avatar
By Sarah
at 2022-04-07T07:55
砍單是手機跟PC吧？
Steve avatar
By Steve
at 2022-04-07T00:39
還有FedEx啊 怕啥
Audriana avatar
By Audriana
at 2022-04-07T07:55
快逃？
Callum avatar
By Callum
at 2022-04-07T00:39
Gg有用嗎 提款機罷了
Michael avatar
By Michael
at 2022-04-07T07:55
444 要崩了 塊陶啊
Frederica avatar
By Frederica
at 2022-04-07T00:39
還好我都用UPS
Annie avatar
By Annie
at 2022-04-07T07:55
這本就可以預料的吧，全球經濟都鬆綁差不多了，從
經濟面來看不甩疫情就是疫情結束了，人都出門回公
司上班了，3C當然下修
Sierra Rose avatar
By Sierra Rose
at 2022-04-07T00:39
我是材料商，訂單數量有下修趨勢，但並沒有很猛烈
就是了
Kyle avatar
By Kyle
at 2022-04-07T07:55
DHL跟M關聯比較小吧…
Thomas avatar
By Thomas
at 2022-04-07T00:39
M看蘋果高通法說就好了
Isla avatar
By Isla
at 2022-04-07T07:55
晶圓廠也會受影響，畢竟預付款不會像去年那麼多了
Heather avatar
By Heather
at 2022-04-07T00:39
是有傳聞水果商砍單
Xanthe avatar
By Xanthe
at 2022-04-07T07:55
紅茶店上調1000k
Xanthe avatar
By Xanthe
at 2022-04-07T00:39
好快 煙火才放一年
Damian avatar
By Damian
at 2022-04-07T07:55
沒差吧，年薪從1000萬，變成300萬，還是屌打台灣所
有行業。
Harry avatar
By Harry
at 2022-04-07T00:39
所以呢 要轉換跑道 端盤子 蓋房子嗎
Heather avatar
By Heather
at 2022-04-07T07:55
parity is over
Bethany avatar
By Bethany
at 2022-04-07T00:39
*party
Suhail Hany avatar
By Suhail Hany
at 2022-04-07T07:55
本來就沒有天天過年的
Mia avatar
By Mia
at 2022-04-07T00:39
好哦 我繼續跑熊貓 我繼續上網當快樂酸酸
Edward Lewis avatar
By Edward Lewis
at 2022-04-07T07:55
趕快壓身家下注放空
Olive avatar
By Olive
at 2022-04-07T00:39
剛跳槽到台廠的：乾......
Olivia avatar
By Olivia
at 2022-04-07T07:55
市場預估PC需求本來就21>22，現在修正訂單也很合理
，修正一些去年超額備貨但顧應商還沒交完的訂單
Necoo avatar
By Necoo
at 2022-04-07T00:39
最近看IC廠瘋狂發稿喊缺貨，擔心啊..
Adele avatar
By Adele
at 2022-04-07T07:55
5G跟消費型電子小幅下修啊,HPC需求還一堆無礙台積
Lily avatar
By Lily
at 2022-04-07T00:39
n
Kumar avatar
By Kumar
at 2022-04-07T07:55
顯示卡一掉，跑回正常
Brianna avatar
By Brianna
at 2022-04-07T00:39
就是景氣循環 這樣也能大驚小怪 是不是剛進科技業
Tom avatar
By Tom
at 2022-04-07T07:55
原料降價在去年早就預期了
Gilbert avatar
By Gilbert
at 2022-04-07T00:39
台積會調整產能,HPC需求依舊不足,沒調降財測的打算
Quintina avatar
By Quintina
at 2022-04-07T07:55
應該說空出產能對HPC高需求仍然不足以供應 XD
Oliver avatar
By Oliver
at 2022-04-07T00:39
openbook早已預告在前
Blanche avatar
By Blanche
at 2022-04-07T07:55
先說結論，台股修正30%
Charlie avatar
By Charlie
at 2022-04-07T00:39
信貸槓桿融資全開，明年提前退休！！！
Anthony avatar
By Anthony
at 2022-04-07T07:55
手機砍單2成而已，緊張什麼
Heather avatar
By Heather
at 2022-04-07T00:39
反正調薪都調完了
Erin avatar
By Erin
at 2022-04-07T07:55
本來就不可能永遠都這樣阿…
不要徵太多人 以後嫌人太多就好
Kyle avatar
By Kyle
at 2022-04-07T00:39
怕
Sandy avatar
By Sandy
at 2022-04-07T07:55
市場著一兩年真是變化激烈 一下很好 一下又衰退
Cara avatar
By Cara
at 2022-04-07T00:39
你是不是不夠詠
John avatar
By John
at 2022-04-07T07:55
接著該不會又變好 接著又變弱
Ingrid avatar
By Ingrid
at 2022-04-07T00:39
沒調薪領分紅的明年就知道了，竟然還有人抱怨調薪沒
屁用 笑死
Bethany avatar
By Bethany
at 2022-04-07T07:55
gg每年營收成長 10-15 根本不用太擔心
Jack avatar
By Jack
at 2022-04-07T00:39
底薪都調完了，沒差了吧
Susan avatar
By Susan
at 2022-04-07T07:55
原型也是比一堆產業強啊
Sierra Rose avatar
By Sierra Rose
at 2022-04-07T00:39
剛好缺人時也收了一些條件較差的新人可以拿來墊底砍
John avatar
By John
at 2022-04-07T07:55
該報名高普考了嗎？
Margaret avatar
By Margaret
at 2022-04-07T00:39
怕什麼，繼續漲
Susan avatar
By Susan
at 2022-04-07T07:55
被砍還是有豬屎屋經歷 放履歷加分?
Andrew avatar
By Andrew
at 2022-04-07T00:39
把雙A放在哪？
Robert avatar
By Robert
at 2022-04-07T07:55
原型一樣噱爛有差嗎
Candice avatar
By Candice
at 2022-04-07T00:39
電子慘其它產業還得了
Xanthe avatar
By Xanthe
at 2022-04-07T07:55
電子業呀，那科技業可以放心了
Thomas avatar
By Thomas
at 2022-04-07T00:39
還好我家裡有事業不然真的被理組的朋友狠甩十條街
Jake avatar
By Jake
at 2022-04-07T07:55
底薪調完，就是分紅炸裂的時代
Andrew avatar
By Andrew
at 2022-04-07T00:39
好了啦，不爽做快去開超商
Hedda avatar
By Hedda
at 2022-04-07T07:55
原型還是屌打 其他產業
Susan avatar
By Susan
at 2022-04-07T00:39
中華郵政也在下修
Odelette avatar
By Odelette
at 2022-04-07T07:55
都爽賺兩年了，end user 換機潮等個三五年吧
Bennie avatar
By Bennie
at 2022-04-07T00:39
只要顯示卡崩潰，很多產業順便腰斬
Regina avatar
By Regina
at 2022-04-07T07:55
手機 PC NB 顯卡 之外的都還可以吧
Zanna avatar
By Zanna
at 2022-04-07T00:39
低薪仔的扶木 要抓好 可以酸了
Xanthe avatar
By Xanthe
at 2022-04-07T07:55
2008時，也沒人預測的到景氣會瞬間墜落，然後幾年
後又強勁反彈，很難預測
Annie avatar
By Annie
at 2022-04-07T00:39
中華電等你報到
Faithe avatar
By Faithe
at 2022-04-07T07:55
打仗概念機種還是很熱
Daph Bay avatar
By Daph Bay
at 2022-04-07T00:39
不是有網通的在裁嗎？
Skylar DavisLinda avatar
By Skylar DavisLinda
at 2022-04-07T07:55
現在晶片還搶成這樣，怎麼可能有問題
David avatar
By David
at 2022-04-07T00:39
Overbooking 市場要還嘉偉公道了
Kyle avatar
By Kyle
at 2022-04-07T07:55
光本薪就屌打
Skylar DavisLinda avatar
By Skylar DavisLinda
at 2022-04-07T00:39
如果以後都像這一兩年暴衝才叫不正常，適度修正，
但仍會穩定成長
Adele avatar
By Adele
at 2022-04-07T07:55
不過底薪都加爆了，總不會扣回來吧XD
Joseph avatar
By Joseph
at 2022-04-07T00:39
現在少子化 也不會裁員 不然沒人
Todd Johnson avatar
By Todd Johnson
at 2022-04-07T07:55
之前10幾年eps都在1-3塊，去年飆到30塊這種種情況
叫合理？有賺到這波就要感謝，以後很難再看到了
Zenobia avatar
By Zenobia
at 2022-04-07T00:39
疫情受惠的時間到了還是會拉回阿 下一波大概車用吧
Puput avatar
By Puput
at 2022-04-07T07:55
GG要反超豬屎屋了
Eartha avatar
By Eartha
at 2022-04-07T00:39
真的
Ursula avatar
By Ursula
at 2022-04-07T07:55
聽說GG可以要求豬屎屋不要受GG的人
Victoria avatar
By Victoria
at 2022-04-07T00:39
確實訂單下修超多
Iris avatar
By Iris
at 2022-04-07T07:55
就算回到原狀,半導體那票還是比一般行業高薪很多~
Megan avatar
By Megan
at 2022-04-07T00:39
車廠都沒辦法交車 派對結束還早
Agatha avatar
By Agatha
at 2022-04-07T07:55
去年基期太高 今年一定衰退
Annie avatar
By Annie
at 2022-04-07T00:39
嘎偉：overbooking
Andrew avatar
By Andrew
at 2022-04-07T07:55
看產品吧 一堆ic缺到爆
Todd Johnson avatar
By Todd Johnson
at 2022-04-07T00:39
5G的牛皮吹破了 之前一堆看好5G 車網 企網的
Donna avatar
By Donna
at 2022-04-07T07:55
升一碼手機掉2成，升7碼不知道會怎樣？
Zora avatar
By Zora
at 2022-04-07T00:39
如果GG要求的話，任何將來想去豬屎屋的再也不會去GG
Ingrid avatar
By Ingrid
at 2022-04-07T07:55
哪這麼簡單全部給他賺就好，人是有腳的
John avatar
By John
at 2022-04-07T00:39
人口都少了，消費族群怎麼變多，一群雜魚準備被嘎
Iris avatar
By Iris
at 2022-04-07T07:55
景氣各行各業循環阿
Audriana avatar
By Audriana
at 2022-04-07T00:39
當然是overwatch了啊
Christine avatar
By Christine
at 2022-04-07T07:55
5G貴、干擾飛安，最大問題是美國想直衝6G
Emma avatar
By Emma
at 2022-04-07T00:39
台灣是變少 但世界上人口還在增加的國家很多啊
Michael avatar
By Michael
at 2022-04-07T07:55
人口少？XDDDDDDD
Mason avatar
By Mason
at 2022-04-07T00:39
還 蠻 屌 的 屌 爆
Quintina avatar
By Quintina
at 2022-04-07T07:55
結束書 慘那
Yuri avatar
By Yuri
at 2022-04-07T00:39
工程師房子都買5間無貸款了根本不怕
Una avatar
By Una
at 2022-04-07T07:55
不過今年還是很多公司評估業績比去年好
Sandy avatar
By Sandy
at 2022-04-07T00:39
over
William avatar
By William
at 2022-04-07T07:55
人口少是歐洲跟東亞吧 其他我看倒是生的很開心
Margaret avatar
By Margaret
at 2022-04-07T00:39
到世紀末，東亞人口應該就直接砍半了 歐洲可能還好
一點
Victoria avatar
By Victoria
at 2022-04-07T07:55
沒那麼快辣
Olive avatar
By Olive
at 2022-04-07T00:39
車用那種低毛利的就不要說了
但是GG還是穩啦 不用多想
Genevieve avatar
By Genevieve
at 2022-04-07T07:55
DHL只是代表系統廠吧 我想現在旺的是半導體
Elvira avatar
By Elvira
at 2022-04-07T00:39
鬼指也一起下修
John avatar
By John
at 2022-04-07T07:55
樓樓上系統廠差的話 半導體也不會多好啊 半導體客人
也都是系統廠或終端品牌廠欸
半導體又不是一顆IC就能當終端產品的XDD
Irma avatar
By Irma
at 2022-04-07T00:39
我都吃DHA
Tom avatar
By Tom
at 2022-04-07T07:55
缺TI料只能下修訂單啊！
David avatar
By David
at 2022-04-07T00:39
巷子內的
Skylar DavisLinda avatar
By Skylar DavisLinda
at 2022-04-07T07:55
TI,ST交期都一年以上，等原廠2023大擴產能
James avatar
By James
at 2022-04-07T00:39
ST一堆pintopin替代料，稍微改韌體就能替換了
Audriana avatar
By Audriana
at 2022-04-07T07:55
新唐不就發大財了
Kumar avatar
By Kumar
at 2022-04-07T00:39
PS5何時才不用預購
Irma avatar
By Irma
at 2022-04-07T07:55
樓上，依索尼那種尿性大概不可能啦，真的只是缺料
那麼簡單？XD 反正怒不買，黑心企業
Rebecca avatar
By Rebecca
at 2022-04-07T00:39
DHL是很大但現在不是咖，要看水果跟三星手機還有大
陸手機動向！
Aaliyah avatar
By Aaliyah
at 2022-04-07T07:55
ADSL也在下修了

仁寶：大陸工資漲得太離譜

Regina avatar
By Regina
at 2022-04-04T00:11
2022年3月30日02︰55︰16 仁寶（2324）副董事長陳瑞聰昨（29）日表示，大陸疫情升溫，多處封城／封省，人員移 動與物流受阻，導致缺工與成本上漲，尤其缺工導致當地工資漲得太離譜，「是很麻煩的 事」，製造業成本壓力很大，仁寶會視客戶要求，加速越南等非大陸布局。 談到近期通膨導致電子業有壓力，甚至 ...

發哥到職日

Rae avatar
By Rae
at 2022-04-03T23:50
各位年薪三百萬的發哥發弟 請問一下如果到職日為三月 八月那包分紅有機會拿到嗎 謝謝各位 - ...

工作到很厭世該怎麼辦？

Gilbert avatar
By Gilbert
at 2022-04-03T23:04
跳外商唯一解，沒騙你。 大部分的台商基本上都是幹無腦活，所以台商當主管的一般都 很爽，嘴砲不用做事的很多。在台商不做主管，基本上就要當狗，去哪都一樣。 好的外商就不一樣了，因為外商錄用技術員工門檻很高，進去之後如果表現的不好，是主 管的問題，不會管人以及發揮員工潛力，所以在外商環境下，主管真正的責任才會被真 ...

工作到很厭世該怎麼辦？

Irma avatar
By Irma
at 2022-04-03T22:42
大家好 年薪保底300萬的眾高手 晚上好 小弟魯宅 半導體產業的狗 每天掛狗牌被客戶狗幹 老闆軟的比魯宅gg還軟 完全不擋客戶的無理要求 每天都過的厭煩 很厭世 老闆天天打太極 整天叫底下工程師去面對客戶老闆 無奈魯宅 能力不足不能像版上菁英一樣 想跳就跳 薪資也只有版上300萬的一半 廢到笑 ...

GG職務調動

Charlotte avatar
By Charlotte
at 2022-04-03T21:54
有沒有GGer知道現在JOS都必須簽職務調動同意書才行J是什麼套路？ 同意書內容為:若未來因公司業務需求，本人xxx同意轉調回原單位支援，且知曉影響結果。 HR回覆不簽流程就無法進行，就算簽了若未來真的有調回需求，主管也會先徵得員工同意。 都簽了還管你同不同意？？？？ ----- Sent from J ...