台积电2025年业绩创高底定,前3季获利高达新台币1.21兆元,已超越2024全年。 值得一提的是,除了AI霸主NVIDIARubin平台芯片导入3纳米制程,2026年将放量之外,苹果(Apple)也将进入2纳米与新型先进封装技术WMCM世代,传出代工费用不俗,也能有效带动平均单价(ASP)持续扬升,台积电坐拥“获利双马达”,市场也预估,这两家大厂占台积营收比重将超过4成。苹果表现意外亮眼 2纳米...
Source Link台积电2025年业绩创高底定,前3季获利高达新台币1.21兆元,已超越2024全年。 值得一提的是,除了AI霸主NVIDIARubin平台芯片导入3纳米制程,2026年将放量之外,苹果(Apple)也将进入2纳米与新型先进封装技术WMCM世代,传出代工费用不俗,也能有效带动平均单价(ASP)持续扬升,台积电坐拥“获利双马达”,市场也预估,这两家大厂占台积营收比重将超过4成。苹果表现意外亮眼 2纳米...
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