大摩预计,为响应英伟达等主要AI客户的强劲需求,台积电正考虑将2026年3纳米产能目标在原基础上再增加2万片/月,总产能或达16-17万片/月。此举可能推动其2026年资本支出大幅增至480-500亿美元,远超市场预期。这也被市场视为对全球半导体设备行业的积极催化剂。“没有台积,电就没有英伟达”!黄仁勋跑到门口“要货”后,台积电被曝考虑扩大产能。11月14日,据追风交易台消息,摩根士丹利最新发布的...
Source Link大摩预计,为响应英伟达等主要AI客户的强劲需求,台积电正考虑将2026年3纳米产能目标在原基础上再增加2万片/月,总产能或达16-17万片/月。此举可能推动其2026年资本支出大幅增至480-500亿美元,远超市场预期。这也被市场视为对全球半导体设备行业的积极催化剂。“没有台积,电就没有英伟达”!黄仁勋跑到门口“要货”后,台积电被曝考虑扩大产能。11月14日,据追风交易台消息,摩根士丹利最新发布的...
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