格隆汇3月4日|天风国际证券分析师郭明𫓹表示,台积电未来四年将在美国追加投资1000亿美元,认为这是一场双赢的谈判。台积电将可以为股东创造最大的利益,长远而言这将会是一个利好因素。 他称,虽然1000亿美元投资规模似乎庞大,但并无规范细节,因此台积电可根据未来情况来作出弹性调整,相信不会影响台积电的盈利情况,认为台积电最大的挑战是来自市场需求,以及能否在先进制程更进一步。 他续指,台积电的美国厂房...
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