超級台積電3.0 2奈米與A16製程大發神威【談股論金 EP104】

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台積電正式邁入3.0新世代！2026年資本支出狂飆至560億美元，確立全球AI晶片霸主地位。2奈米良率達70%完勝對手，掌握絕對定價權，外資目標價更高喊至2330元，先進製程根留台灣，供應鏈將迎來黃金成長期。【單集重點】 1. 台積電3.0：AI世代的絕對定價權 2. 2奈米良率與報價大揭密 3. 資本支出創高，設備股受惠 4. 外資看好目標價挑戰2330元 -- Hosting provided by SoundOn

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超級台積電3.0 2奈米與A16製程大發神威【談股論金 EP104】

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