台积电创新高,聚焦2nm和CoWoS需求

芯工厂
Sep 14

台积电股价强势冲上1260元新天价,带动供应链上涨,显示AI大趋势下市场信心高昂。近期外资连续10日买超逾7.4万张,显示国际资金持续加码。基本面上,台积电8月营收3,357.72亿元,月增3.9%、年增33.8%,创下单月历史次高,并带动台股突破25,000点,化解过往9月股市魔咒。今年资本支出维持380至420亿美元,聚焦先进制程与先进封装,2026年资本支出亦将延续高档,设备与材料本土化将...

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