但是股价没涨

LongPort - 财华社
财华社

乘风破浪,台积电的 AI“芯” 机

全球最大的晶圆代工厂$台积电.US 刚刚公布了 2024 年 3 月份营收数据,单月收入达到 1952.11 亿新台币,约合 60.55 亿美元,同比增长 34.25%,增速扶摇直上,远超过往的水平,见下图。相比之下,其同为代工厂但规模小得多的同乡对手联电(UMC.US),单月营收为 181.67 亿新台币,仅按年增长 2.70%。财华社按照台积电披露的单月数据计算...

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