$TSM 20251_老虎社区_美港股上老虎 - 老虎社区

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人生舵手__小琳
11-27

$TSM 20251128 275.0 PUT$

世界是谷歌的，也是英伟达的，但是追根溯源，他是被台积电卡脖子的。🤭

# 【热议】闪崩！现在该：控制仓位or控制情绪？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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水到渠成180
·11-30
谷歌今天最大的问题不是造不出 TPU，而是造不够。高端 AI 加速器都需要 2.5D 先进封装，而能在大规模上生产 CoWoS 的，只有台积电。
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秘密你
·11-30
好奇台积电都没有自己设计芯片，怎么会成为制造领域的 no.1
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EdithHardy
·11-27
台积电才是真大佬，供应链绕不开啊[666]
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