台积电(2330)今(17)日举行法说会前夕,大客户英伟达与AMD昨(16)日惊传爆雷。美国扩大收紧英伟达与AMD降规版AI芯片销陆政策,英伟达为此将于本季提列高达55亿美元费用(近新台币1,800亿元),AMD最多将提列8亿美元费用,震撼市场。英伟达、AMD都是台积电大客户,英伟达因美方新规定认列高额费用,业界研判应该是英伟达认为后续销售大陆市场更形艰难,提前认列相关损失,等于“不敢对抢食大陆...
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