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thumbnail IC設計Q3營運不旺 Q4淡季效應可望淡化
Aug 18th 2013, 04:25, by service.nownews@gmail.com (nownews)

【鉅亨網記者蔡宗憲 台北】

IC設計陸續召開完第 2 季法說會,多數廠商對第 3 季的看法皆偏向保守,其中手機晶片聯發科(2454-TW)由於中國大陸智慧型手機與平板電腦市場需求推升,營收增幅看法較同業積極,其他如驅動IC聯詠(3034-TW)、類比IC立錡(6286-TW)與致新(8081-TW)等相關廠商,分別因產業庫存修正,以及PC相關需求疲弱等因素,而面臨第 3 季旺季不旺的窘境,不過也因第 3 季營運提前修正,因此各家對第 4 季的淡季效應看法較為樂觀。

就中長期而言,驅動IC受惠螢幕解析度提升,營運看法仍正面,類比IC則是積極布局其他電子產品如面板電源IC,與平板電腦周邊IC產品,期望開創新營運動能,但PC相關產品干擾,營運表現仍得面臨逆風。

今年上半年IC設計營運表現以手機相關最佳,如聯發科第 2 季就繳出亮眼成績單,第 3 季預期營收可增5-13%,毛利率也持續上揚,展現旺季成長力道,也顯示智慧型手機與平板電腦的浪潮下,相關廠商營運有成長空間。

同樣在行動裝置產品帶動下,驅動IC上半年也有不錯成果,其中聯詠、旭曜等相關廠商營收皆亮眼,不過由於大尺寸面板庫存進入修正期,中小尺寸雖然需求佳,但也不免一同跟著調整,因此第 3 季各家營收看法也偏向保守,其中聯詠就估第 3 季營收約與第 2 季持平,但看好第 3 季營運提前修正,第 4 季淡季修正幅度可望較少。

相對手機相關IC,類比IC立錡與致新,由於營運仍與PC關聯性較高,因此第 3 季在PC產業表現壓抑影響下,營收看法保守,但兩家皆積極布局其他新領域,主要動能來自面板電源IC,支撐下半年營收,而立錡則看好,第 4 季英特爾新平台帶動下,營運仍有期待的空間。

整體第 3 季來看,IC設計營運成長表現較佳的領域仍以手機相關為主,其中以聯發科為首,營收季增幅度看法最樂觀,而其餘廠商則是各自表現,不過許多廠商由於第 2 季出貨基期墊高,因此第 3 季不免要面臨庫存修正的壓力,導致旺季不旺,多數廠商寄望在第 3 季營運提前修正後,第 4 季淡季下滑幅度可望較以往還少。

『新聞來源/鉅亨網

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[請益] 如何調整心態……?
Aug 18th 2013, 21:19, by Cythia520

作者Cythia520 (今天天氣很不錯)

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標題[請益] 如何調整心態……?

時間Sun Aug 18 21:18:58 2013

各位大家好, 小妹因為太草莓了,輕易的辭掉第一份工作, 沒做好生涯規劃,導致工作越找越差, 悔不當初…… 目前畢業一年,現在在某家滿有名氣的公司裡面工作, 內勤人員,工作快滿三個月,但實在是太操了…… 每天七八點才下班,月底甚至到九點多, 加班沒加班費,領的薪水也跟當初說好的不一樣, 扣掉勞健保才21K(跟當初說好的,差了將近5K) (當初也是因為說好的薪水認為加班到七點我很OK…) 有很嚴重的被剝奪感…… 因為工作領域從未接觸過,所以一開始表現的沒有很好, 也沒有人提點我哪裡不好,大家都默默的直接跟大主管講, (連改進的機會也沒有……因為完全不知道自己哪裡不好啊…) 直接被宣佈延長試用期。 要繼續領21K 本來過完試用期還可以領到23K 知道這件事情後,真的有點沈不住氣,每天都想哭。 因為這薪水還要還學貸,還要支付一些生活費,每月車資2K 有點吃緊,生活品質已經不是很好了…… 那2K對我來說非常重要…… 我直屬主管(二主管)也一直安慰我,他認為我可以做的很好, 之前為了可以過試用期,幾乎天天加班到8點,努力讓自己快點適應, 但是一被宣佈延長,當下真的洩氣了…… 付出的得不到回應,每天都在哭泣…… 大主管也說他有感覺到我對工作的熱情,但還是要延…… 現在工作快沒有什麼動力了,每天都在擔心沒有工作。 之前經歷不太好,害怕自己找不到工作做, 或著做那些對自己職涯沒有幫助的工作。 每天生活的好像行屍走肉, 雖然決定好要考銀行, 但是很害怕因為經歷不好,在面試那關就被刷掉了… 生活空洞,把不快樂帶給別人, 我到底該怎麼走才好?我到底該怎麼選擇才對? 真的好累…… -- ※ 發信站: 批踢踢實業坊(ptt.cc) ◆ From: 36.224.122.168 ※ 編輯: Cythia520 來自: 36.224.122.168 (08/18 21:20)

dans:先去小公司作 08/18 21:26

nice229:先把下班後的生活找回來。 08/18 21:37

cute780127:加油 08/18 21:39

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[心得] 海女 #121
Aug 19th 2013, 07:32, by saroku123

作者saroku123 (以奈特)

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標題[心得] 海女 #121

時間Mon Aug 19 07:32:12 2013

防雷頁 今日劇情- 春子一聽完電話就趕緊收拾行李準備回北三陸,小秋很擔心也想要過去 但春子要小秋去甄選會,夏婆婆的事就交給她… 春子回到北三陸,希望這次跟兩年前回去一樣,雖然大吉說夏婆婆病倒了 但夏婆婆其實沒有事,可惜事與願違… 大吉通知春子夏婆婆在醫院接受手術中,這次的病跟心臟有關係。 一方面,小秋忐忑不安地來到甄選會現場,遇到小野寺、詩織和真奈 這次甄選主要是簡單的自我介紹和念台詞 念的台詞是:沒辦法回去行孝,真是對不起! 小秋馬上想到夏婆婆的事… 春子來到醫院,大家坐在休息區等待夏婆婆的手術結束。 大家在想夏婆婆是不是發現自己時間不多了才要去東京見橋幸夫 春子感到驚訝,因為她根本不知道夏婆婆在東京有和橋幸夫會面的事。 大家說起以前橋幸夫來北三陸時,夏婆婆曾經上台獻花還和他一起唱歌 結衣還拿出以前勉叔拍的照片給春子看(那張照片結衣居然隨身攜帶XD) 春子看著照片,發現自己對夏婆婆知道的太少 喜歡的東西也好,討厭的東西也好,一概不清楚 自己居然到現在才知道夏婆婆年輕有這段往事… 甄選會現場,自我介紹結束後,接著就是念台詞 小秋因為想到自己無法回去看夏婆婆,帶著情感說:「沒辦法回去行孝,真是對不起!」 鈴鹿看到小秋的表情似乎感受到了什麼… 「如果夏婆婆就這樣不醒來,因為我對夏婆婆知道的事太少了,可哭不出來呀…」 春子說完這番話,由彌生阿姨帶頭,大家唱起「いつでも夢を」為夏婆婆祈禱 此時手術結束了,醫生從手術室裡走出來 報告的結果會是如何? ※※ 小感- 手術那麼快就結束了,那…夏婆婆應該沒事吧 倒是發現自己對夏婆婆了解太少的春子,會不會馬上回東京成了未知數 大家一起唱「いつでも夢を」那裡真是感人,這部戲的插曲都是重要的角色呢… 說起來前幾天NHK深夜播出的總集篇居然有地元に帰ろう的完整版 想要看的可以開燈,從19:05開始  http://dai.ly/x139qyb 還有另外一個是播出前後能年的招呼影片,也推薦觀賞,實在太可愛了~ http://www.youtube.com/watch?v=MxRro8XiPFs

[embedded content]

-- ※ 發信站: 批踢踢實業坊(ptt.cc) ◆ From: 124.12.213.29

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全部主題 :: 遊戲基地 英雄聯盟LeagueofLegends 討論板
 
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藝人動態新聞 - 頭條新聞 - Yahoo!奇摩新聞
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黃安怕女婿坑錢 女兒簽婚前協議
Aug 18th 2013, 21:30

作者: 張佩玲╱專訪 | 中時電子報 – 

中國時報【張佩玲╱專訪】

黃安在大陸13年沒傳過緋聞,他日前說:「來敲門的太多了,只能關門說對不起,我睡了,愛老婆就要學會憋,真是憋死我了!」妻子小丘制伏他的法寶就是錢,「錢都在我這邊,一發生事情我就買房。」

小丘曾為他隱婚,也被火鍋燙傷險,但他還是出軌過,〈明明知道相思苦〉就是他為別的女人創作,「當時分開很痛苦,都是為了家庭。」

因女兒之鑑嚴管兒子

小丘笑說:「他不太會隱瞞,有次說要開車出去,我打給他卻一直電話中。」但她沉得住氣,「除非他喜歡的是男生,不然都可以來PK。」黃安回:「馬跑無力皆因瘦,人不風流總因貧,她把心交給我,我把錢交給她。」

他21歲的女兒黃思佳未婚懷孕,女婿是英國人,他笑說,因有女兒之鑑,要嚴加管教兒子,一戀愛就要帶對方讓父母瞧瞧,「父母都有第六感,可以看出對方好壞!」他要女兒簽署「中英南京條約」,也就是「婚前協議書」,以免財產被分光,虧大了。

不排斥回台當評審

他說,張菲說自己太早當爺爺,他51歲卻覺得太老當阿公,因為他父親也是50歲當爺爺。如果在新竹舉辦婚禮,他一定請菲哥,會請吳宗憲嗎?他笑說:「如果他到,我立刻去醫院檢查眼睛!哈哈。」

他坦承如今創作不如當初,是否回台發展?他說因個性大鳴大放,先後跟吳宗憲、張菲吵架,2005年在大陸6個節目一夕全收攤,進了黑名單,「我終於發現我沒有主持的天分!」不排斥回台當評審。

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Yahoo!奇摩知識+ - 分類問答 - 電腦網路 - 發問中
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google瀏覽器開啟就偵測到病毒
Aug 18th 2013, 15:35

前陣子我用google瀏覽器開Fb 重了毒
之後朋友建議我把瀏覽器砍掉 另外fb密碼也改掉
原本是一切恢復正常 突然有一天開啟chrom 我家的防毒軟體就偵測到間諜型病毒..
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這算是電腦中毒還是 ...?!

拜託 求解ˊˋ 每天開google瀏覽器就看到偵測到病毒的通知 有點擔心電腦徹底遭殃
偏偏只有開瀏覽器才有病毒就更讓我擔心了... 我重新安裝過google瀏覽器很多次
每次安裝完開啟依舊出現病毒被偵測到的資訊 ..

請知道怎麼解決的大大幫幫忙!!! 如果可以 請別建議我重灌 .. 重灌很多資料還要再做整理QQ 如果可以請介紹我比較方便的掃毒軟體><

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自由行 - Yahoo!奇摩 搜尋結果
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<<蘋果日報>>即時新聞-最熱
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「志玲抱抱」慶生 楊祐寧爽到腋下濕
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【綜合報導】電影《總舖師》周五、六全台已賣1450萬元,男主角楊祐寧(祐祐)的經紀人昨包場請親友觀賞,並提前為他慶祝31歲生日,林志玲帶爸媽力挺,在主持人起鬨下,她大方獻出「愛的抱抱」,這個抱通常只給影帝級人物,祐祐爽到搞笑說:「我腋下都濕了。」

林志玲昨現身觀賞電影《總舖師》,隱約露內衣曲線。張桓誠攝

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udn最新報導
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天母犀象戰 兩隊1:1平手
Aug 18th 2013, 10:54

義大犀牛、兄弟象隊今天在天母球場交手,犀牛隊4局以1保送、兩安打先馳得點,象隊5局下用兩支二壘安打追成1:1平手。

犀牛2、3局被兩次雙殺打破壞攻勢,4局上張建銘獲保送,胡金龍擊出安,高國輝在兩人出局時補上1安,助球隊破蛋。

5局下,象隊周思齊、黃仕豪接連敲出二壘安打,將戰局追成平手。

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冥紙放家裡 會招來噩運嗎
Aug 18th 2013, 22:20

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