美股異動 | 多重利好加身 台積電(TSM.US)盤前漲2%
格隆匯5月20日丨台積電(TSM.US)盤前漲1.98%,報92美元。台積電近日通知客户,明年1月起將全面調漲晶圓代工價格,部分台積電客户已證實接獲漲價通知。此外,有媒體援引業內人士透露,台積電已確定其最新CoWoS工藝變體技術CoWoS-L為2.5D封裝4倍全光罩尺寸的唯一解決方案,公司目前與HPC芯片客户合作,共同解決基板端問題,預計CoWoS-L技術將於2023-2024年投入商業化生產。高盛曾料台積電明年將8英寸晶圓提價僅5%,該行維持原先預測,惟料明年12英寸晶圓銷售均價將上調4%。該行升台積電盈測,美股目標價由154美元升至163美元,評級“買入”。

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