$台积电(TSM)$_老虎社区_美港股上老虎

李白爱貂蝉
12-19

$台积电(TSM)$ 的实力有目共睹。$美光科技(MU)$ 和SK海力士的HBM订单积压直接预示着他们在高利润先进封装和HPC领域的收入增长。毕竟HBM和高端AI芯片是物理绑定的，谁也离不开谁。这种共生关系让两个行业的订单量同步攀升。别忘了，每笔HBM订单必然对应一枚逻辑芯片的生产需求。$台积电(TSM)$ 的CoWoS技术虽然讨论度不高，但没了它，整个AI芯片产业都得停摆。

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