晶圆代工龙头 台积电 最新出炉的2025年合并财报揭露关键客户结构变化,在AI浪潮推升下,法人圈盛传已久的“大客户换人”正式浮上台面。根据财报显示,占全年营收10%以上客户共有两家,分别贡献19%与17%,其中贡献比重达19%的甲客户,年增幅度高达7个百分点,法人推估即为NVIDIA,正式超越Apple,成为台积电最大客户。另外,外界焦点美国亚利桑那州厂TSMC Arizona,2025年度亦转亏...
Source Link晶圆代工龙头 台积电 最新出炉的2025年合并财报揭露关键客户结构变化,在AI浪潮推升下,法人圈盛传已久的“大客户换人”正式浮上台面。根据财报显示,占全年营收10%以上客户共有两家,分别贡献19%与17%,其中贡献比重达19%的甲客户,年增幅度高达7个百分点,法人推估即为NVIDIA,正式超越Apple,成为台积电最大客户。另外,外界焦点美国亚利桑那州厂TSMC Arizona,2025年度亦转亏...
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