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台積法說前夕半導體接連爆雷 輝達出口大陸 管制加嚴
台積電今(17)日舉行法說會前夕,大客戶輝達與超微昨(16)日驚傳爆雷。美國擴大收緊輝達與超微降規版AI晶片銷陸政策,輝達為此將於本季提列高達55億美元費用(近新台幣1,800億元),超微最多將提列8億美元費用,震撼市場。
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