$台积电(TSM)$_老虎社区_美港股上老虎

2024-08-23

$台积电(TSM)$ 台积电已将2025年底的CoWoS产能预测从先前的6-6.2万片/月上调至7万片/月。新增产能将主要用于生产CoW-S产品，以应对英伟达B200A生产时程提前的需求。这个业绩提升应该会很明显

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