台积电（TSM.US_老虎社区_美港股上老虎

台积电（TSM.US）半导体代工龙头，市占率超50%，核心服务苹果、英伟达等顶尖客户。技术领先优势显著，先进制程产能紧张，持续扩产满足AI芯片、消费电子芯片需求，业务受半导体行业周期影响但议价权极强。

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