AI订单强劲驱动,台积电订单能见度已看至2028年

爱集微
Nov 17, 2025

台积电(2330)受惠英伟达、AMD、博通等大客户订单涌入,法人看好今年AI相关营收将倍数成长,蓄势挑战新台币兆元大关之余,明年持续看增,连续三年实现业绩突破,助力台积电2026年美元营收持续飞越千亿美元关卡,订单能见度直达2028年。台积电一贯不评论法人预估数字与单一客户。法人指出,台积电在2024年AI需求起飞期,当年度AI相关营收首度突破百亿美元,立下营运新里程碑。今年在英伟达领军下,伴随...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10