英伟达同意台积电涨价:3nm涨5%,CoWoS涨20%
我爱霍启刚掖
发表于 2024-11-6 12:29:27
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11月2日,摩根士丹利表曾发出报告称,晶圆代工巨头台积电正在考虑提高其需求旺盛的3nm制程和CoWoS先进封装工艺的价格,以应对巨大的需求。
作为台积电最大的客户之一以及AI时代最大的受益者,英伟达对于台积电未来业绩增长有着举足轻重的作用。对于台积电来说,如何满足需求市场的庞大需求成为了一个难题。有行业人士表示,英伟达的点头将使得大部分供应链厂商接受涨价,最终价格变动将影响整个供应链。
摩根士丹利的报告也表示,预计台积电的毛利率将在2025年飙升,最终转化为公司的稳健收益。
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Disclaimer: The views expressed in this article are those of the author only, this article does not represent the position of CandyLake.com, and does not constitute advice, please treat with caution.
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