台积电：预计2025年美元营收同比增长mid-30%s，主要由HPC增长带动（上季度是low-30%s）；预计未来5年AI相关（GPU+ASIC+HBM controller）营收CAGR高于mid-40%s（上季度是mid-40%s），Q4的增长主要由HPC带动，AI需求比3个月前的预期还要强劲，非AI终端市场领域温和复苏；先进封装收入贡献接近10%；N2本季度试量产，良率表现良好，预期2026...
Source Link台积电：预计2025年美元营收同比增长mid-30%s，主要由HPC增长带动（上季度是low-30%s）；预计未来5年AI相关（GPU+ASIC+HBM controller）营收CAGR高于mid-40%s（上季度是mid-40%s），Q4的增长主要由HPC带动，AI需求比3个月前的预期还要强劲，非AI终端市场领域温和复苏；先进封装收入贡献接近10%；N2本季度试量产，良率表现良好，预期2026...
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