台積電法說炸裂!!! 資本支出豪賭!

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財報拆解：營收與雙率（毛利率、營益率）為何能超乎預期？解密背後的「定價權」優勢。 AI 狂潮：魏哲家親口證實 AI 需求是 "Real" 且 "Insane"，CoWoS 產能為何依然供不應求？技術護城河：3 奈米製程營收佔比大增，對比 Intel 與 Samsung 的現況，台積電的領先優勢還有幾年？未來展望：資本支出（CAPEX）的變化暗示了什麼？手機與 PC 的復甦狀況如何？ -- Hosting provided by SoundOn

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台積電法說炸裂!!! 資本支出豪賭!

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