台积电是芯片战中各方先进芯片的唯一大规模制造商，生产全球约 90% 的最先进芯片和 72% 的代工收入，因此它掌握定价权。上季度收入同比增长 51%，据称明年价格将上涨最多 10%。
逐段跳播
帮助我在市场其他人之前好几年就找到了Nvidia、TSMC和Micron这样的优秀股票。
helped me find excellent stocks like Nvidia, TSMC, and Micron years before the rest of the market.
这三家公司有两个共同点。首先，它们的芯片实际上都是由台湾积体电路制造公司制造的，其交易代码为TSM。TSMC生产了全球约90%的最先进芯片，占芯片代工总营收的72%。
All three of these companies have two things in common . Firstly, their chips are actually manufactured by Taiwan Semiconductor Manufacturing Company, known by the trading symbol TSM.
TSMC produces approximately 90% of the world’s most advanced chips and accounts for 72% of total contract chip manufacturing revenue.
这是因为它们是唯一一家能够大规模为芯片战中所有阵营制造先进芯片的公司。为Nvidia和AMD生产的图形处理器，为Apple和高通生产的智能手机处理器，以及为Amazon、Google和Microsoft生产的定制AI芯片。
That's because they are the only company that can manufacture advanced chips for all sides in the chip war on a large scale. Graphics processing units for Nvidia and AMD, smartphone processors for Apple and Qualcomm , and custom AI chips for Amazon, Google and Microsoft.
TSMC遥遥领先于其他任何制造商，以至于它能主导定价，客户只能被迫买单。说白了，他们别无选择。
TSMC is so far ahead of any other manufacturer that it dictates the price and customers are forced to pay. Simply put, they have nowhere else to go .
上个季度，他们的营收同比增长了51%，而且据说TSMC明年还会把价格最多上调10%。
In the last quarter, their revenue rose by 51% year-on-year, and TSMC is said to be raising its prices by up to 10% next year as well.
所以，当华尔街分析师还在争论哪款芯片最快时，无论结果如何，TSMC和Micron都在赚取利润。
So, while Wall Street analysts argue about which chip is the fastest, TSMC and Micron are reaping the profits either way .
首先，TSMC只前进了一位，与Broadcom互换了位置。
First, TSMC advances by only one place, swapping places with Broadcom.
观察点
这个频道对 $TSM 的历次判断
Ticker Symbol: YOU 在这只股票上共 2 条判断，这里只列相邻的几条。