12/21/2024, 01:26 PM UTC
分析师：台湾成熟制程应迅速整合Analyst: Taiwan's Mature Process Should Integrate Quickly
<p>➀ 台湾半导体产业预计增长16%，台积电增长25%，动力来自英特尔订单、先进制程产能及AI订单。</p><p>➁ 分析师建议，美国对中国的成熟制程限制可能效果不如预期，台湾成熟制程业者应考虑整合以实现规模经济。</p><p>➂ 台积电2025年营收年增率预计25%，但最大变数是美国政策。</p><p>➀ Taiwan's semiconductor industry is expected to grow by 16%, with TSMC's growth at 25%, driven by Intel orders, advanced process capacity, and AI orders.</p><p>➁ Analysts suggest that the U.S. restrictions on China's mature process may not be as effective as expected, and Taiwan's mature process companies should consider integration for economies of scale.</p><p>➂ TSMC's revenue growth rate is estimated to reach 25% in 2025, but the biggest variable is U.S. policy.</p>
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