$臺積電(TSM)$-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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茉莉花茶
2021-01-14

$臺積電(TSM)$今天的財報真的不重要，今天是否賭中財報真的也不重要。臺積電的領先是否可以保持才重要。3nm何時量產很重要2nm什麼時候量產也很重要

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Mybedear
·2021-01-14
只要掌握光刻機資源，就唯我獨尊。
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- 茉莉花茶:
  我觉得台积电和asml有点像当初wintel
  2021-01-15
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astroSG
·2021-01-14
3nm testchip已经在做了，快了。
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accelerate
·2021-01-14
3nm looking good and has strong customer interest, production in 2H 2022.
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