台积电豪赌2纳米,ASML如何成为最大赢家?

韭菜读研报
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导语:2026年1月,半导体行业投下了一枚深水炸弹。台积电宣布了令人咋舌的2026年资本支出指引,数额之大远超市场预期。在这场通往2纳米(N2)及更先进制程的军备竞赛中,光刻机巨头ASML正迎来一场“完美风暴”。一、 引言:一场打破预期的“指引休克”在半导体周期波动的迷雾中,台积电的动作一向被视为行业的风向标。根据伯恩斯坦研究报告的深度解析,台积电宣布其2026年的资本支出指引将达到520亿至...

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