晶圆代工厂台积电将于10月16日举行线上法人说明会,市场关注5大重点,包括产业景气、全球投资进程、制程技术发展、政策的影响和因应,以及产业竞争态势。台经院产经资料库总监刘佩真表示,产业景气是台积电法说会的首要重点,除第4季营运展望外,市场关注台积电全年美元营收成长目标是维持30%,还是有上修机会。刘佩真指出,人工智能(AI)与高效能运算相关需求依然强劲,其余个人电脑和智慧手机市场将步入传统淡季,第...
Source Link晶圆代工厂台积电将于10月16日举行线上法人说明会,市场关注5大重点,包括产业景气、全球投资进程、制程技术发展、政策的影响和因应,以及产业竞争态势。台经院产经资料库总监刘佩真表示,产业景气是台积电法说会的首要重点,除第4季营运展望外,市场关注台积电全年美元营收成长目标是维持30%,还是有上修机会。刘佩真指出,人工智能(AI)与高效能运算相关需求依然强劲,其余个人电脑和智慧手机市场将步入传统淡季,第...
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