台积电（TSM）：全_老虎社区_美港股上老虎

摆拍的nice
2025-12-31

台积电（TSM）：全球半导体代工龙头，先进制程（3nm/5nm）技术领先，苹果、英伟达等大客户订单稳定。美国亚利桑那州工厂建设推进，布局全球产能以应对地缘政治风险。制程工艺迭代与产能利用率是核心增长驱动，需关注全球半导体需求波动与技术研发投入回报。

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