EPISODE · Apr 24, 2026 · 6 MIN
台積電引爆供應鏈上修潮【談股論金 EP116】
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台積電法說會亮眼，首季獲利創新高。雖然資本支出維持原區間，但營收目標上修至三成以上，顯示 AI 需求強勁。台積電憑藉 3 奈米擴張與 A14 進程，建構競爭對手難以跨越的技術護城河，帶動上游靶材、矽晶圓與廠務設備商機全面爆發，成為台股位階躍升的領航者。 【單集重點】 1. 台積電法說財報完美解析 2. AI 算力推升先進製程需求 3. 上游靶材與矽晶圓迎大單 4. 廠務及系統工程訂單破千億 -- Hosting provided by SoundOn
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台積電引爆供應鏈上修潮【談股論金 EP116】
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