摘要◾台积电capex指引超预期,AI业务占比突破10%据华尔街见闻1月15日消息,台积电举行25Q4绩后法说会,公布2026年资本支出计划最高将达560亿美元,较2025年实际支出409亿美元大幅增长37%,创下该公司历史新高。这一破纪录的投资规模凸显出全球最大芯片代工厂正加速扩充产能,以满足人工智能芯片的强劲需求。公司同时发布的第一季度业绩指引超出市场预期,台积电预计本季度营收将达346亿至...
Source Link摘要◾台积电capex指引超预期,AI业务占比突破10%据华尔街见闻1月15日消息,台积电举行25Q4绩后法说会,公布2026年资本支出计划最高将达560亿美元,较2025年实际支出409亿美元大幅增长37%,创下该公司历史新高。这一破纪录的投资规模凸显出全球最大芯片代工厂正加速扩充产能,以满足人工智能芯片的强劲需求。公司同时发布的第一季度业绩指引超出市场预期,台积电预计本季度营收将达346亿至...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.