电子行业周报：关注台积电法说会 26年AI展望有望继续强劲增长

国金证券01-11

关注台积电法说会，26 年AI 展望有望继续强劲增长。台积电将于1 月15 日召开法说会，除了对26Q1 业绩做出展望外，将对2026 年需求景气展望与资本支出规划，我们预计在AI 强需带动下，26Q1 有望淡季不淡，2026 年AI 展望有望继续强劲增长，受益于英伟达GPU 价量齐升及ASIC 需求爆发，台积电将大力扩产2nm、3nm 制程及CoWoS 产能，2026 年资本开支也有望超预期。...

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