作者 | Yiannis Zourmpanos编译 | 华尔街大事件台积电(NYSE:TSM) 位于人工智能超级周期的核心,制造世界上最先进的 3nm 和 5nm 芯片。74% 的晶圆收入来自前沿节点,同比增长 35% 以上,其定价能力、无与伦比的技术路线图以及在人工智能/高性能计算晶圆厂的主导地位为长期上涨提供了强大的动力。台积电的营收增长得益于其在 2nm、3nm 和 5nm 等节点上的...
Source Link作者 | Yiannis Zourmpanos编译 | 华尔街大事件台积电(NYSE:TSM) 位于人工智能超级周期的核心,制造世界上最先进的 3nm 和 5nm 芯片。74% 的晶圆收入来自前沿节点,同比增长 35% 以上,其定价能力、无与伦比的技术路线图以及在人工智能/高性能计算晶圆厂的主导地位为长期上涨提供了强大的动力。台积电的营收增长得益于其在 2nm、3nm 和 5nm 等节点上的...
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