芯片涨价潮来了

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Jan 18

台积电受惠AI应用火热,驱动3纳米以下先进制程产能吃紧,传出已和客户沟通,将从2026年至2029年连续四年调升先进制程报价,2026年新报价将从元旦起生效,法人看好将押注台积电明年首季传统淡季业绩持续冲锋,有望至少持平本季甚是小幅季增,挑战历年最旺的第1季。台积电预定2026年元月15日召开实体法说会,外界聚焦2026年首季展望及涨价议题。法人认为,台积电明年首季可望淡季不淡,主因辉达、超微等大...

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