德银表示,台积电3nm产能直至2027年已完全订满,迫使其将2026年资本支出指引大幅上调至520-560亿美元。产能瓶颈导致苹果、英伟达等六大客户被迫寻求三星和英特尔作为替代方案,台积电先进制程市场份额或微降至90%。该行仍将台积电目标价上调10%至2200新台币。AI浪潮下芯片需求井喷,由于台积电产能直至2027年都已订满,苹果、英伟达等“六大客户”被迫考虑将部分订单转向三星和英特尔。据追风...
Source Link德银表示,台积电3nm产能直至2027年已完全订满,迫使其将2026年资本支出指引大幅上调至520-560亿美元。产能瓶颈导致苹果、英伟达等六大客户被迫寻求三星和英特尔作为替代方案,台积电先进制程市场份额或微降至90%。该行仍将台积电目标价上调10%至2200新台币。AI浪潮下芯片需求井喷,由于台积电产能直至2027年都已订满,苹果、英伟达等“六大客户”被迫考虑将部分订单转向三星和英特尔。据追风...
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