TSM 台積電 · TSMC

別名

繁中

台積電 / 台積 / 台灣積體電路

English

TSMC

近 30 日相關文章（30）

• SpaceX and Anthropic, xAI's Two Companies, Elon Musk and SpaceXAI's Future · 2026-05-12 · Stratechery by Ben Thompson
• Microsoft Earnings, Apple Earnings · 2026-05-06 · Stratechery by Ben Thompson
• Intel Earnings, Intel's Differentiation?, Whither Terafab · 2026-04-29 · Stratechery by Ben Thompson
• An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment · 2026-04-23 · Stratechery by Ben Thompson
• Nvidia Earnings, The AI Stack, Nvidia’s New Reporting · 2026-05-26 · Stratechery by Ben Thompson
• An Interview with Ben Thompson at the MoffettNathanson Media, Internet & Communications Conference · 2026-05-14 · Stratechery by Ben Thompson
• The Deployment Company, Back to the 70s, Apple and Intel · 2026-05-13 · Stratechery by Ben Thompson
• Taiwan overtakes India as world's fifth-largest stock market as TSMC surges · 2026-05-26 · Seeking Alpha 市場要聞（免費 RSS）
• An Interview with Ben Thompson at the MoffettNathanson Media, Internet & Communications Conference · 2026-05-14 · Stratechery by Ben Thompson
• The Deployment Company, Back to the 70s, Apple and Intel · 2026-05-13 · Stratechery by Ben Thompson
• SpaceX and Anthropic, xAI's Two Companies, Elon Musk and SpaceXAI's Future · 2026-05-12 · Stratechery by Ben Thompson
• Microsoft Earnings, Apple Earnings · 2026-05-06 · Stratechery by Ben Thompson
• Intel Earnings, Intel's Differentiation?, Whither Terafab · 2026-04-29 · Stratechery by Ben Thompson
• An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment · 2026-04-23 · Stratechery by Ben Thompson
• TSMC Earnings, New N3 Fabs, The Nvidia Ramp · 2026-04-20 · Stratechery by Ben Thompson
• TSMC Earnings, New N3 Fabs, The Nvidia Ramp · 2026-04-20 · Stratechery by Ben Thompson
• An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment · 2026-04-23 · Stratechery by Ben Thompson
• Microsoft Earnings, Apple Earnings · 2026-05-06 · Stratechery by Ben Thompson
• Intel Earnings, Intel's Differentiation?, Whither Terafab · 2026-04-29 · Stratechery by Ben Thompson
• An Interview with Ben Thompson at the MoffettNathanson Media, Internet & Communications Conference · 2026-05-14 · Stratechery by Ben Thompson
• The Deployment Company, Back to the 70s, Apple and Intel · 2026-05-13 · Stratechery by Ben Thompson
• SpaceX and Anthropic, xAI's Two Companies, Elon Musk and SpaceXAI's Future · 2026-05-12 · Stratechery by Ben Thompson
• TSMC Earnings, New N3 Fabs, The Nvidia Ramp · 2026-04-20 · Stratechery by Ben Thompson
• An Interview with Ben Thompson at the MoffettNathanson Media, Internet & Communications Conference · 2026-05-14 · Stratechery by Ben Thompson
• The Deployment Company, Back to the 70s, Apple and Intel · 2026-05-13 · Stratechery by Ben Thompson
• SpaceX and Anthropic, xAI's Two Companies, Elon Musk and SpaceXAI's Future · 2026-05-12 · Stratechery by Ben Thompson
• Microsoft Earnings, Apple Earnings · 2026-05-06 · Stratechery by Ben Thompson
• Intel Earnings, Intel's Differentiation?, Whither Terafab · 2026-04-29 · Stratechery by Ben Thompson
• An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment · 2026-04-23 · Stratechery by Ben Thompson
• An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment · 2026-04-23 · Stratechery by Ben Thompson

歷次 thesis 中的出現

• 2026-05-25
  • 多2026 Capex 上限 $56B 確認，AI 需求極度強勁，先進製程供給緊缺假說獲財報直接支持。
• 2026-05-24
  • 多TSMC 2026 Capex 趨向 $56B 上限，N3/N2 需求由 GOOGL TPU + NVDA Rubin + AAPL M 系列三路確認，供給緊張假說持續有效。
• 2026-05-23
  • 多TSMC 2026 Capex上修至$56B上限，CC Wei升級agentic AI需求定性，前端製程需求週期延伸至2027-2028年確認
• 2026-05-22
  • 多2026 年收入成長上修至 30%+，N2/N3 產能需求可見度延至 2027，ai-energy 電力瓶頸強化先進製程稀缺性論點
• 2026-05-21
  • 多TSMC 2026年Capex$56B上緣+營收成長逾30%，agentic需求驅動N2/N3長期產能吃緊，h-001 capacity-tight假說重獲基本面錨點
• 2026-05-19
  • 多TSMC 上修 2026 年營收增速至 30%+、Capex 趨向 56B 上限，代理人運算需求確認多年擴產週期
• 2026-05-18
  • 多TSMC 管理層確認 agentic 需求跳升、Capex 趨上緣，供給瓶頸假說強化，長期代工壟斷地位無替代
• 2026-05-16
  • 多TSMC上調Capex至$56B上緣+agentic AI推動token消耗新台階，先進製程稀缺性護城河在2026年被多路客戶需求強化
• 2026-05-15
  • 多TSMC法說確認>30%全年成長+N3擴廠，agentic token需求驅動多年資本支出上修，chip layer多頭假說獲最強財務佐證
• 2026-05-14
  • 多NVDA Rubin+Anthropic TPU+Apple A系列三方需求收斂於N2/N3，2026 Capex高端$56B執行確認，前沿算力需求假說最直接受益標的
• 2026-05-13
  • 多TSMC 上修 2026 收入增長 >30% 且 capex 趨向 $56B 上限，供給硬度確認，ai-energy-power-infrastructure-bottleneck 外的唯一先進製程入口。
• 2026-05-12
  • 多2026 Capex 趨向 $56B 上限，agentic token 消費台階式提升確認多年 leading-edge 需求，對應 ai-energy-power-infrastructure-bottleneck h-001
• 2026-05-11
  • 多2026 全年成長上調至逾 30%、capex 趨 $56B 上緣，agentic AI token 需求驅動 N3/N2 滿載，foundry 層需求硬撐
• 2026-05-10
  • 多2026 Capex上移至$56B上緣，agentic AI驅動leading-edge silicon多年需求，對應TSMC Risk假說修正為conviction轉向
• 2026-05-09
  • 觀察Anthropic 3.5GW TPU+Rubin量產同步搶N2/N3產能，需確認2026 capex高端執行進度才能判斷供給瓶頸時點
• 2026-05-08
  • 多2026 全年成長指引上修至 >30%，capex 移往 $56B 上限，AI 推理需求為多年期結構支撐
• 2026-04-30
  • 多Arm 新增 fabless 需求 + Anthropic 算力爆炸 + NVDA Rubin 三重疊加，N2/N3 產能供不應求結構持續至 2027
• 2026-04-29
  • 多2026 capex趨向$56B上限，agentic AI推動N3/N2需求超預期，多客戶競搶產能確認超級週期，對應ai-energy-power-infrastructure-bottleneck晶片需求確認
• 2026-04-28
  • 多2026全年營收指引上調>30%，N3 Capex趨$56B上限，agentic AI驅動多年先進製程需求剛性
• 2026-04-27
  • 多Anthropic 3.5GW TPU + Arm AGI CPU + NVDA Rubin 三路需求鎖定 N2/N3 產能，TSMC 上調指引至 30%+ 成長已確認，供給稀缺使定價權持續
• 2026-04-26
  • 多TSMC 2026 Capex 向 560 億上限靠攏，Arm 新入局強化先進製程需求密度，ai-energy-power-infrastructure-bottleneck 瓶頸前移至晶圓端
• 2026-04-25
  • 多Arm fabless 進場＋NVDA Rubin＋Anthropic TPU 需求三重拉動 N2/N3 產能，TSMC Capex 上緣確認定價能力，對應 ai-energy-power-infrastructure-bottleneck h-002 供給橋接受益
• 2026-04-24
  • 多Capex上修至56B上限、N3/N2產能為Arm/NVDA/AAPL必爭，對應ai-energy-power-infrastructure-bottleneck電力瓶頸延後窗口假說。
• 2026-04-16
  • 多GW級資料中心建設潮+Arm AGI CPU+NVDA Rubin同步拉升N2/N3先進製程訂單能見度