以特斯拉宣布TeraFab自建芯片厂计划为最新标志性事件,叠加中东局势引发的液化天然气供应隐忧与英特尔、三星制程技术的渐进追赶,台积电所处的竞争与供应链环境正变得更为复杂。 据追风交易台,摩根大通在3月24日最新研究报告中系统回应了投资者最关注的十大问题,涵盖资本支出路径、产能规划、竞争格局、封装战略及供应链风险等维度,为市场提供了一份较为全面的基本面评估框架。 摩根大通维持对台积电的增持评级,...
Source Link以特斯拉宣布TeraFab自建芯片厂计划为最新标志性事件,叠加中东局势引发的液化天然气供应隐忧与英特尔、三星制程技术的渐进追赶,台积电所处的竞争与供应链环境正变得更为复杂。 据追风交易台,摩根大通在3月24日最新研究报告中系统回应了投资者最关注的十大问题,涵盖资本支出路径、产能规划、竞争格局、封装战略及供应链风险等维度,为市场提供了一份较为全面的基本面评估框架。 摩根大通维持对台积电的增持评级,...
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