半导体行业圈 振兴国产半导体产业！没想到全球芯片代工龙头台积电一纸财报，竟让半导体设备赛道彻底沸腾。台积电周四公布的财报显示，2025年第四季度净利润同比增长35%，好于预期；该公司还预计，第一季度营业利益率为54％至56％，市场预估为49.7％；第一季度毛利率为63％至65％，市场预估为59.6％。这表明这家芯片制造商正从人工智能热潮中显著获益。并且，台积电还预计2026年资本支出最高将达560...
Source Link半导体行业圈 振兴国产半导体产业！没想到全球芯片代工龙头台积电一纸财报，竟让半导体设备赛道彻底沸腾。台积电周四公布的财报显示，2025年第四季度净利润同比增长35%，好于预期；该公司还预计，第一季度营业利益率为54％至56％，市场预估为49.7％；第一季度毛利率为63％至65％，市场预估为59.6％。这表明这家芯片制造商正从人工智能热潮中显著获益。并且，台积电还预计2026年资本支出最高将达560...
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