26年1月台股电子板块景气跟踪：台积电营收环增20%创新高淡季不淡

申万宏源研究02-13

AI 领域：算力拉货延续，产业链“淡季不淡”。台积电26 年1 月合并营收4012.6 亿新台币，同比+36.8%创单月新高；AI 服务器/HPC/云端数据中心需求延续强势、先进封装产能偏紧，是开年营收走强的重要支撑。信骅1 月营收9.0 亿新台币，同比+28.46%同创新高，公司亦看好一季度营收续创高，反映AI 与传统服务器需求景气度仍高。测试与设备端，京元电子1 月营收33.7 亿新台币、同比...

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26年1月台股电子板块景气跟踪：台积电营收环增20%创新高 淡季不淡

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26年1月台股电子板块景气跟踪：台积电营收环增20%创新高淡季不淡