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总结
台积电（TSMC）发布第四季度业绩，营收与盈利表现超出市场预期，并给出上行展望。公司同时上调资本开支/投资支出预估，指向先进制程与高性能计算需求持续旺盛，AI服务器与相关芯片供应链景气被认为延续。受财报与指引影响，台积电股价及亚洲科技股表现受到带动，市场也据此重新评估英伟达、AMD等主要客户与行业后续增长空间。
正文
TSM Stock: Taiwan Semiconductor Beats Q4 Targets, Guides Up Investor's Business Daily AI trade back on? The company behind chip leaders like Nvidia and AMD just raised its spending forecast CNBC 4 semiconductor stocks giving the AI boom 'more legs' Yahoo Finance Asia stocks mixed: tech rises on TSMC earnings, China GDP awaited Investing.com TSMC's Blockbuster Spending Plans, Results Herald Continued AI Boom wsj.com
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