Key Points TSMC is set to increase capital spending once again in 2026 thanks to strong demand for its fabrication services. The rise in spending is good news for ASML, especially since TSMC plans to allocate a significant chunk of its 2026 capex to advanced process technologies. 10 stocks we like better than ASML › Taiwan Semiconductor Manufacturing (NYSE: TSM) is the world's largest semiconductor foundry, fabricating chips for several customers across multiple industries. This explains why Wall S ...

Group 1 - The stock market consists of interconnected companies, where insights from one company's earnings can inform about others [1] - Taiwan Semiconductor Manufacturing Company (TSMC) is the leading foundry for logic chips, significantly impacting clients like Nvidia [2][3] - TSMC's CEO projected a mid- to high-50% compound annual growth rate (CAGR) for AI chips from 2024 to 2029, indicating substantial growth potential [4] Group 2 - Nvidia anticipates global data-center capital expenditures to rise to $3 trillion to $4 trillion by 2030, reflecting a 42% CAGR from $600 billion in 2025 [5] - TSMC's growth projections align closely with Nvidia's, suggesting a confirmation of Nvidia's optimistic outlook [6] - If Nvidia's revenue grows at a 42% CAGR, it could reach approximately $866 billion by 2030, marking a significant increase from the expected $213 billion in fiscal 2026 [7]

如果您希望可以时常见面，欢迎标星收藏哦~ 台积电计划在2026年投入创纪录的520亿至560亿美元资本支出，以扩大产能。然而，这预计不足 以满足人工智能芯片的需求。该公司2026年的资本支出预计将比上一年增长37%，表明其计划在 未来三年内继续扩大投资。 创纪录的资本投资仍不足以满足人工智能需求。 台积电首席执行官魏志强在2026年1月14日的财报电话会议上表示："我们上调了人工智能加速器 收入的增长预期，目前预计2024年至2029年五年间的复合年增长率（CAGR）将达到50%中高 段。"该公司还表示，预计2024年起五年间的收入增长（以美元计）将达到25%的复合年增长率。 该公司此前的复合年增长率目标约为20%。 台积电也对"人工智能泡沫"感到担忧 美国市场研究公司国际商业战略公司首席执行官汉德尔·琼斯(Handel Jones)对他的预测进行了量 化，他说："台积电正在谨慎应对过剩的需求。" 他表示："预计到2026年，5纳米及以下工艺的晶圆需求将超过产能25-30%，这意味着供应短缺的 情况可能会持续到2027年。然而，一定程度的供应短缺对台积电是有利的，因为预计未来经济增 速将放缓，产能过剩将会成为 ...

每经AI快讯，1月22日，半导体芯片股盘前普涨。阿斯麦涨2%，台积电涨1.5%，英伟达涨1%。 （文章来源：每日经济新闻） ...

每经AI快讯，1月22日，半导体芯片股盘前普涨。阿斯麦涨2%，台积电涨1.5%，英伟达涨1%。 ...

台积电(TSM.US)盘前涨1.43%，报330.78美元。消息面上，因人工智能需求爆发，台积电先进3纳米制 程面临罕见的生产瓶颈，产能已全数被预订至2027年。此外，英伟达CEO黄仁勋在最近的一档播客节目 中首次证实，英伟达已经取代了苹果，成为台积电的最大客户。有业内人士估计称，英伟达现在占到台 积电总营收的13%，位居第一。(格隆汇) | TSM 台积电 | | | | --- | --- | --- | | 326.120 ↓ -1.040 -0.32% | | 收盘价 01/21 16:00 美东 | | 330.780 + 4.660 +1.43% | | 盘前价 01/22 04:10 美东 | | 三 24 4 4 5 8 9 8 0 | | ● 快捷交易 | | 最高价 333.640 | 开盘价 333.430 | 成交量 1678.98万 | | 最低价 325.680 | 昨收价 327.160 | 成交额 55.21亿 | | 平均价 328.845 | 市盈率TTM 31.16 总市值 1.69万亿 (m) | | | 振 幅 2.43% | 市盈率(静) 31.16 | 总股本 5 ...

Core Insights - The rise of artificial intelligence (AI) is reshaping the global semiconductor supply chain, with Nvidia becoming TSMC's largest customer, surpassing Apple due to explosive demand for AI processors [1][3][4] Group 1: Market Dynamics - The shift in customer rankings highlights the strong demand for enterprise-level AI capital expenditures, which is significantly driving up the demand for wafer foundry capacity [3] - Enterprise customers are willing to invest heavily in GPUs for AI capabilities, leading to a demand model that is less price-sensitive compared to traditional consumer electronics [5] - As production capacity shifts towards AI chips, TSMC may be increasing prices for Apple, indicating a potential change in supply chain dynamics due to evolving end-user demand [3][6] Group 2: Historical Context - Nvidia's current position as TSMC's largest customer marks a return to a status it held in the early 2000s before Apple became the dominant client in the 2010s [4] - Apple's long-standing position as TSMC's top customer was primarily driven by its successful iPhone and iPad products, but this has now been disrupted by the AI surge [4][5] Group 3: Future Implications - The dramatic shift in demand may lead to changes in TSMC's pricing strategy and production priorities, potentially affecting Apple's standing as a key client [6] - Nvidia's success is closely tied to the current AI market hype, and any downturn in AI demand could allow Apple to reclaim its position as TSMC's largest customer [6]

英伟达CEO黄仁勋在参加播客节目谈及其自信的商业策略时宣称："当然，没人能通晓一切——开个玩 笑……顺便提一句，张忠谋（台积电创始人）会很高兴得知英伟达现在是台积电最大的客户。"几乎与 此同时，业内近日流传出台积电正调整与苹果供应关系的消息。此前苹果一直享有先进制程的优先供应 权。 有消息称，台积电高管魏哲家疑似近期赴美造访苹果总部，"要求实施近年最大幅度涨价，且苹果可能 不再享有产能优先权。台积电最大客户已变为英伟达，贡献近13%营收"。 两家无晶圆厂竞争对手均急于获取2纳米产线资源，但英伟达凭借AI领域优势据信已占得上风。最新内 部信息显示，苹果已锁定台积电约半数2纳米产能用于A20系列手机芯片。此外，苹果据传正研发仅支 持推理的"Baltra"AI服务器GPU项目，可能采用台积电3纳米N3E或N3P制程，但该项目距量产尚远。 责任编辑：王许宁 英伟达CEO黄仁勋在参加播客节目谈及其自信的商业策略时宣称："当然，没人能通晓一切——开个玩 笑……顺便提一句，张忠谋（台积电创始人）会很高兴得知英伟达现在是台积电最大的客户。"几乎与 此同时，业内近日流传出台积电正调整与苹果供应关系的消息。此前苹果一直享有先进制 ...

参考消息 台湾《联合报》1月21日刊登题为《卢特尼克三个大巴掌，打在谁脸上？》的社论。社论指出，在特朗 普威胁下，台美关税谈判终于以台湾流血输出达成协议。台当局立即启动"认知作战"：赖清德强调谈判 为台湾守住利基，争取到最佳竞争位置。主谈代表郑丽君形容谈判结果为台美互利双赢，绿营更随即带 风向推崇郑丽君立下大功，是参选台北市长挑战蒋万安的绝佳人选。 社论称，台当局对美献城割地，对内却以凯旋之姿假传捷报。美国商务部长卢特尼克接受采访解读美台 关税谈判结果时，得意洋洋道出血淋淋的谈判真相，结结实实打了台当局三个大巴掌。 责任编辑：凌辰 参考消息 台湾《联合报》1月21日刊登题为《卢特尼克三个大巴掌，打在谁脸上？》的社论。社论指出，在特朗 普威胁下，台美关税谈判终于以台湾流血输出达成协议。台当局立即启动"认知作战"：赖清德强调谈判 为台湾守住利基，争取到最佳竞争位置。主谈代表郑丽君形容谈判结果为台美互利双赢，绿营更随即带 风向推崇郑丽君立下大功，是参选台北市长挑战蒋万安的绝佳人选。 社论称，台当局对美献城割地，对内却以凯旋之姿假传捷报。美国商务部长卢特尼克接受采访解读美台 关税谈判结果时，得意洋洋道出血淋淋的谈判真 ...

Group 1 - TSMC is expected to achieve record growth in 2025 driven by AI and advanced process technologies, with a significant increase in capital expenditure to $52-56 billion in 2026, exceeding market expectations [1] - The increase in capital expenditure aims to accelerate the construction of advanced process capacity to meet the ongoing global demand for AI computing power [1] Group 2 - The Cathay Innovation AI ETF (589110) tracks the Innovation AI Index (950180), which has a daily price fluctuation limit of 20% [1] - The index selects 30 listed companies from the Sci-Tech Innovation Board that cover AI foundational resources, core technology R&D, and industry application, reflecting the overall performance of enterprises in the AI sector [1]