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Storm
@storm.mg · 1 hour

台積電股東會》魏哲家:AI仍是根本性需求!2026年美元營收成長看逾30%,現金股利至少24元

台積電股東會》魏哲家:AI仍是根本性需求!2026年美元營收成長看逾30%,現金股利至少24元
台積電(2330)今(4)日召開股東常會,董事長暨總裁魏哲家向股東釋出對未來展望的明確訊號。儘管全球總體經濟仍有不確定性,包括終端產品價格壓力與地緣政治變數,但他強調,AI需求仍持續升溫,且正從資料中心擴散至個人電腦、智慧型手機、汽車與物聯網設備。魏哲家表示,台積電維持2026年以美元計算全年營收成長逾30%的展望,並強調市場對半導體需求仍是「根本性需求」。 AI從生成式走向代...
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