電子行業周報：關注台積電法說會 26年AI展望有望繼續強勁增長

國金證券

01/11

關注台積電法說會，26 年AI 展望有望繼續強勁增長。台積電將於1 月15 日召開法說會，除了對26Q1 業績做出展望外，將對2026 年需求景氣展望與資本支出規劃，我們預計在AI 強需帶動下，26Q1 有望淡季不淡，2026 年AI 展望有望繼續強勁增長，受益於英偉達GPU 價量齊升及ASIC 需求爆發，台積電將大力擴產2nm、3nm 製程及CoWoS 產能，2026 年資本開支也有望超預期。...

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00:00","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2602555411","market":"us","top_or_hot":-1,"title":"電子行業周報：關注台積電法說會 26年AI展望有望繼續強勁增長","media":"國金證券","content":"<div>\n<p>關注台積電法說會，26 年AI 展望有望繼續強勁增長。台積電將於1 月15 日召開法說會，除了對26Q1 業績做出展望外，將對2026 年需求景氣展望與資本支出規劃，我們預計在AI 強需帶動下，26Q1 有望淡季不淡，2026 年AI 展望有望繼續強勁增長，受益於英偉達GPU 價量齊升及ASIC 需求爆發，台積電將大力擴產2nm、3nm 製程及CoWoS 產能，2026 年資本開支也有望超預期。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260111182649a4b67ed5&s=b\">網頁鏈接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>電子行業周報：關注台積電法說會 26年AI展望有望繼續強勁增長</title>\n<style 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