智通财经APP获悉,周一,台积电(TSM.US)涨6%,报187.26美元。消息面上,据报道,台积电美国新厂频频传出生产良率捷报,促使美系客户询问下单意愿攀升,不仅美国新厂的第三厂提早动土,后续将扩充的三个厂产能也传出被包下。
台积电董事长暨总裁魏哲家4月曾提到,台积电有意加码美国千亿美元投资,预估专案投资到位后,三成2纳米以下先进制程产能将在亚利桑那厂生产,进而支持苹果、英伟达、AMD、高通与博通等大客户需求。
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