美银：台积电(TSM.US)资本开支转向“向前端倾斜”，为2026年2纳米量产与AI芯片需求备战

智通财经02-11

智通财经APP获悉，美国银行表示，台积电(TSM.US)董事会近期核准的高达450亿美元的资本预算案，呈现出极为鲜明的结构化特征，资金投向高度集中于先进的前端制造工艺(Advanced Front-end)以及大规模晶圆厂的基础设施建设。该行分析师Haas Liu给予台积电股票"买入"评级，目标价为新台币2360元。据了解，台积电董事会周二宣布两项重大决策：其一，批准派发每股新台币6.0元的季度...

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