2026年消费市场成长露曙光 台积电3nm接单旺上加旺

爱集微
Oct 27

台积电大咬AI大商机,先进制程接单热转之际,业界观察,近期智能手机市场库存恢复健康,不仅iPhone 17系列追单消息不断,非苹品牌高阶机种也有好消息,助益联发科、高通等手机处理器业者旗舰芯片出货回稳,挹注台积电3nm旺上加旺。台积电一贯不评论单一客户讯息。不过,台积电董事长魏哲家日前于法说会回应法人提问智能手机库存议题时直言:“不担心预建库存(prebuild)”,主因当下库存已回到非常季节性且...

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