上游涨得越快，下游也_老虎社区_美港股上老虎 - 老虎社区

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Mediator
06-14 14:54

上游涨得越快，下游也就彻底崩得越快，因为终端客户越来越用不起，价格战则亏损迅速扩大。

市场消息：台积电先进制程需求供不应求，考虑涨价最高15%

6月11日，据供应链人士透露，下半年$台积电(TSM)$先进制程代工价格将适度上涨，市场预估3纳米制程涨幅约15%。芯片业者指出，客户排队状况未明显缓解，尽管台积电持续拉升晶圆产能，第二季月产能将达16万至17.5万片水准，但AI需求成长速度仍远超市场预期。 (台湾工商时报)

市场消息：台积电先进制程需求供不应求，考虑涨价最高15%

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