Likes Received
Posts$ 台积电 (TSM.US) 多数客户已同意上调代工价格换取可靠的供应。这将带动台积电的毛利率进一步攀升。
不同于美光、英伟达等 AI 股的高波动，无论是云端 AI 之路上的 Cowos 封装、5-7mn 晶圆制造的产能利用率提升，还是端侧 AI 上苹果换机故事带来最先进节点的产能利用率改善，还是 Windows on ARM 取代 Wintel 逻辑下，AI PC 端晶圆制造对于英特尔代工的侵蚀，台积电作为 AI 基础设施股，无论是业绩基本面还是故事逻辑，似乎都更为稳健，虽然涨幅不及美光的英伟达的疯狂上窜，但显然，“稳稳的幸福” 的持股体验也更为友好。
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
