$台积电(TSM.US)台积电这波全面涨价 20%，我看外面阴谋论挺多的。其实，做生意没那么多阴谋，就是日子太苦了，缺钱了，然后就涨价了。
台积电作为全球顶级科技公司，去年盈利 331 亿，还没茅台赚得多（466 亿）。每年还要拿出几十上百亿投入研发，你说这日子能好受么？
去年美国超发，于是美元贬值，相对的，以美元计价的大宗商品原材料价格大幅攀升。这又成为导致台积电不断涨价的最关键因素。
可以预见的是，在美国加息之前，美元走强之前，原材料会继续维持高位，我们平时用的电子产品，家电等价格也会出现上涨，配图是半导体原材料硅，价格大幅上涨受益股走势$合盛硅业(603260.SH)
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