Event Dime

CPU、TPU搶晶圓 缺口上看2成 「2027一定要擁有的半導體4雄」 法人目標價EPS一表看

Events
When:
June 5, 2026 · 10:00 PM
Where:
Yahoo股市
Source:
Yahoo股市

台股今年在AI半導體集體發威下，瘋漲逾1萬6千點，是去年漲近6千點的2.8倍，法人3理由看好明年半導體產業將優於大盤，因台積電晶圓缺口上看2成，漲價10%起跳；AI代理造成CPU、網通和TPU需求激增

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