伯恩斯坦:中东局势对台积电影响可控

格隆汇
Mar 11

伯恩斯坦分析师在研究报告中表示,中东冲突对 台积电 (TSM.N)的影响应该是可控的。分析师在与台积电一位高管会面后表示,台积电的运营迄今未受影响。他们表示,台积电利润率良好,可以吸收能源价格上涨带来的增量成本,并有能力将上涨的成本转嫁给客户。他们表示,“即使在台湾地区能源供应陷入困境的极端情况下,我们也相信台积电能获得优先能源供应。”他们补充称,台积电还一直在通过为 天然气 和化学品等关键供应...

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