台积电大幅上调全年美元营收底气何来? 分析:四大关键逆风抗压

EEPW
Jul 18

面对新台币汇率、对等关税、可能的半导体关税等“三重夹杀”,芯片代工龙头台积电却决定高调地“上调”全年美元营收目标,底气何来?估计有四大关键因素,让台积电有信心戴着钢盔往前冲刺:其一、涨价见效。其二、高价且满载的3/5纳米制程订单,已经塞爆产能。第三、台积电董事长魏哲家不断强调,几乎吃掉了所有 AI 芯片,包括 GPU、ASIC 厂商的大单。第四、只要是5纳米以下先进工艺,芯片客户投片目前没有选择。...

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