台积电近日在法人说明会上透露,2026年资本支出预算预计在520亿至560亿美元之间,按当前汇率折算约为3632.55亿至3911.98亿元人民币。这一数字显著高于机构投资者此前450亿至500亿美元的预期,显示出半导体行业对先进制程产能的旺盛需求正在推动头部企业加大投资力度。市场分析人士指出,台积电在公布资本支出计划时向来采取保守策略,实际投入往往超出初始指引。此次预算上调的背后,英伟达的激进...
Source Link台积电近日在法人说明会上透露,2026年资本支出预算预计在520亿至560亿美元之间,按当前汇率折算约为3632.55亿至3911.98亿元人民币。这一数字显著高于机构投资者此前450亿至500亿美元的预期,显示出半导体行业对先进制程产能的旺盛需求正在推动头部企业加大投资力度。市场分析人士指出,台积电在公布资本支出计划时向来采取保守策略,实际投入往往超出初始指引。此次预算上调的背后,英伟达的激进...
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