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台湾科技:调研反馈,先进封装和测试行业情绪因乐观结果后移-Taiwan Technology_ Marketing feedback_ Sustained AI optimism with rising sentiment towards advanced packaging and testing industry
TSMCTSMC(US:TSM)2025-08-28 02:12

28 August 2025 | 12:28AM CST Taiwan Technology: Marketing feedback: Sustained AI optimism with rising sentiment towards advanced packaging and testing industry We met with over 40 investors during our marketing trip in Hong Kong over the past week. Overall, we continue to witness optimism among investors especially around AI sentiment, while interest level towards non-AI segments remain low. Key discussion with investors mainly focused on 1) TSMC's earnings growth outlook, capex trajectory towards 2027 and ...