此次， 台积电 一系列创纪录的数据和激进的扩张计划，同时其管理层态度也异常鲜明：毫不掩饰对AI长期趋势的信心，毫不客气地指出当前瓶颈在于自身产能而非外部的因素，也毫不畏惧地直面任何竞争的质疑。未来的挑战清晰无比（海外扩厂成本、技术量产爬坡），但增长的预期和台积电的决心也更为坚定。01决心AI需求是真实且长期的2026年，台积电预算高达560亿美元，其中70%-80%用于先进制程，10%-20%用于...
Source Link此次， 台积电 一系列创纪录的数据和激进的扩张计划，同时其管理层态度也异常鲜明：毫不掩饰对AI长期趋势的信心，毫不客气地指出当前瓶颈在于自身产能而非外部的因素，也毫不畏惧地直面任何竞争的质疑。未来的挑战清晰无比（海外扩厂成本、技术量产爬坡），但增长的预期和台积电的决心也更为坚定。01决心AI需求是真实且长期的2026年，台积电预算高达560亿美元，其中70%-80%用于先进制程，10%-20%用于...
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