台积电1月15日法说会 有望报佳音 法人预期Q1淡季不淡

爱集微
Jan 11

台积电预计1月15日召开法人说明会,此次线下与线上同步举行。外界认为,台积电释出的2026年景气展望与资本支出规划等将成为科技产业重要风向标。台积电预定1月15日召开线下法说会,外界关注2026年首季展望以及涨价议题。法人预期,台积电今年首季可望淡季不淡,甚至受惠于先进制程涨价生效,美元营收可能较去年第四季度季增或至少持平,有机会再创单季历史新高。法人分析,台积电受惠于英伟达与AMD等新平台陆续...

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