4月17日,晶圆代工龙头台积电发布新一期财报。 除了AI对公司业务的占比持续扩大、手机占比有所拖累之外,在业绩交流会期间,公司高管还提到将加大在美国市场的投资,预计年内将支出千亿美元。 近期美国市场对AI芯片的种种举措也引发市场波动。Counterpoint研究副总监Brady Wang对21世纪经济报道记者分析道,晶圆代工属于上游产业,对整体需求变动高度敏感。“美国对华AI芯片出口限制将改变...
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