Core Viewpoint - TSMC's stock price experienced significant fluctuations, ultimately reaching a new high of NT$1780, with a market capitalization exceeding NT$46 trillion, driven by strong demand in the AI market [1] Group 1: Financial Performance - TSMC's first-quarter operational performance is expected to remain robust despite seasonal trends, with a projected 4% increase in USD revenue quarter-over-quarter [1] - The company anticipates nearly 30% growth in USD revenue by 2026, indicating strong long-term growth prospects [1] Group 2: Capital Expenditure and Market Conditions - TSMC plans to continue aggressive investment in capacity expansion, with capital expenditures projected between USD 52 billion and USD 56 billion [1] - The ongoing shortage and price increases in memory and PCB sectors are expected to further benefit TSMC's market position [1] Group 3: Market Impact - The overall Taiwanese stock market rose by 230.59 points, closing at a historical high of 31639.29 points, with a trading value of NT$799.3 billion, reflecting positive investor sentiment [1]
台积电冲1780新台币创新天价 市值突破46万亿新台币
Ge Long Hui·2026-01-19 06:21