TSMC is going to have Q2 earnings call this afternoon. If they are aggressive on CAPEX, then the supply chain would raise the guidance for next year.
晶圓代工龍頭台積電(2330)法說會將登場，公司如何定調下半年，將牽動著全球供應鏈及台股未來方向。目前市場法人關注包括：關稅及匯率的影響；今年展望是否上修；AI需求熱度；CoWoS等先進封裝、2奈米等先進製程的需求與擴產進度；美、歐、日建廠計畫是否有加速或遞延；定價策略。