台积电CFO去了大摩TMT大会,解释了千亿美国扩产影响、AI需求、CoWoS扩产等

华尔街见闻
07 Mar

在近日召开的摩根士丹利2025年TMT大会上,台积电首席财务官黄仁昭与分析师们进行了深入交流,透露了公司在全球半导体行业中的最新战略布局。 这场对话的核心围绕着台积电在美国的千亿美元扩产计划、AI需求的可持续性、CoWoS产能扩展以及与英特尔的潜在合作等众多热点话题。大摩最新报告总结要点如下: 千亿扩产计划的影响 据媒体此前报道,台积电将对美国再投资“至少”1000亿美元,建造“最先进的”芯片生产...

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