03/06/2025, 07:39 AM UTC
台积电：持续超越市场预期Taiwan Semiconductor: To Keep On Outperforming
1、尽管当前估值溢价，台积电的宽护城河使其从当前估值到2026年具有20-38%的上涨潜力；2、台积电在先进芯片生产领域处于领先地位，并计划进行大量资本支出以维持技术领先；3、2025年推出的2nm节点对于实现高产出和2026年300亿美元的营收至关重要。1. Despite the current valuation premium, TSMC's wide moat allows for 20-38% upside potential from today's valuation for 2026; 2. TSMC leads in advanced chip production with significant CapEx plans to maintain technology leadership; 3. The introduction of the 2nm node in 2025 is crucial for high yield and $30B revenue in 2026.---
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