台积电法说会10月16日举行 市场关注2nm进展、全年营收目标等5大焦点

爱集微
Oct 11

据报道,台积电将于10月16日召开线上法说会,预期投资人将聚焦法说会5大方向,包括是否调高今年美元营收增长目标、2nm等先进制程技术发展、全球投资进程与关税政策影响、英特尔是否洽谈合作事宜,以及英伟达、AMD与OpenAI强强联手的后续影响。市场关注台积电今年全年美元营收增长目标是维持30%,或有上调机会。在2nm方面,市场预期,台积电2nm最快第四季度放量,主要客户包括苹果、高通、英伟达、AMD...

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