现在上车还不晚！台积电最新目标价

芯报告01-04

台积电2日收盘大涨2.3%至1585元，再创历史新高，市值冲上新台币41万亿元。展望后市，机构已将台积电目标价从2100元上修至2400元，意味还有51%上涨空间。无论是以开发ASIC为优先要务的云端服务供应商、市占率不断上升的AMD或持续快速壮大的Nvidia，这些都高度依赖台积电晶圆代工服务。台积电为满足快速成长的需求正加速扩张产能，2025至2028年先进晶圆产能可望翻倍。预期在产能扩张、...

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