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← @viewsofchris

$TSM

BULLISH2026-07-06
Price around the call
↑ 2026-07-06
By horizonMaturing · ~7 trading days to go
1d
✓ +1.3%
5d
✗ -3.4%
21d
…
Original post
Chris Lee · 2026-07-06

“AI引爆庞大需求,全球晶圆代工龙头台积电表示,2030年全球半导体市场预估将突破1.5兆美元,规模预计再成长近一倍,其中高效能运算(HPC)占比55% ....... 拉动主要靠 AI/HPC ,这也正是台积电先进制程(3nm/2nm)与 CoWoS 封装需求强劲的核心原因。" - TSMC/ 路透社 目前全球半导体市场规模约在 7,900-8,000 亿美元(2025 年全年),2026 年预计将接近或突破 1 兆美元。- 半导体行业协会(SIA) 2025 年实际/初步数据:约 $792 亿美元(+25.6% YoY),创历史新高,主要由 AI 驱动。-(SIA) 2026 年预测:多个机构预测 $9,750 亿 ~ $1.3 兆美元 不等(WSTS/Deloitte 接近 1T,部分乐观预测更高,受 AI 基础设施拉动)。 - 德勤 目前(2025-2026)HPC/AI 相关占比:已接近或超过 40-50% 的市场收入,特别是资料中心 AI 晶片(含 GPU、HBM 等),已成为主要成长引擎。 AI 晶片本身在 2026 年可能贡献近一半的总收入。 - 德勤 看这些数据,TSMC 的4年后的预测还是偏向保守。 $TSM

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