Ai兆元資本支出大噴發【談股論金 EP129】

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台積電大幅上修資本支出與營收成長率，確立二奈米及先進封裝強勁需求！全球CSP雲端巨頭擴大投資，順利驅動AI晶片成長，龐大資金活水更將一路傳導，全面帶動設備、材料與廠務工程等本土供應鏈迎來長線成長衝擊！【單集重點】台積電上修資本支出雲端巨頭擴大投資聚焦先進製程封裝本土供應鏈全受惠 -- Hosting provided by SoundOn

Episode metadata supplied by the publisher feed · Published Jul 24, 2026

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Ai兆元資本支出大噴發【談股論金 EP129】

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