科技早餐 7/17｜台積電全年營收上修逾 40%，AI 熱潮推高 640 億美元資本支出

from 科技報橘 · host TechOrange 科技報橘

＊台積電全年營收上修逾 40%，資本支出衝 640 億美元＊ ASML 傳漲價，台積電反對 EUV、DUV 調價＊ OpenAI 壓低模型成本，Microsoft 搶企業 AI 系統戰＊ NVIDIA 擴大日本實體 AI 聯盟，機器人走進工廠與城市＊ Apple Intelligence 完成中國備案，阿里巴巴千問將整合 iOS 每日閱讀 📊【科技早餐】更多則新聞 https://techorange.com/2026/07/17/tsmc-capex-64b-ai-high-investment-cost-race/ 延伸議題 📖 Intel 率先把 High-NA EUV 帶進 18A，台積電卻延後導入：曝光成本高 2.5 倍，誰算對了這筆帳？ https://techorange.com/2026/07/16/asml-raises-full-year-guidance-intel-ships-first-high-na-euv-logic-chip/ -- Hosting provided by SoundOn

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科技早餐 7/17｜台積電全年營收上修逾 40%，AI 熱潮推高 640 億美元資本支出

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