{"schema":"hottub-news/story/v1","story":"st_vth3wvor3paqk4ou6h3q","title":"台積電法說10/15登場 專家：海外投資、德州設廠傳聞成焦點","title_en":"TSMC's financial report on October 15, experts: overseas investment, Texas plant rumors are the focus","outlets":2,"brief":null,"page":"https://hottub.news/stories/tsmcs-financial-report-on-october-15-experts-overseas-investment-texas-vth3wvor3p","count":2,"items":[{"id":"n_vth3wvor3paqk4ou6h3q","seq":569374,"kind":"article","title":"台積電法說10/15登場 專家：海外投資、德州設廠傳聞成焦點","title_en":"TSMC's financial report on October 15, experts: overseas investment, Texas plant rumors are the focus","url":"https://tw.news.yahoo.com/%E5%8F%B0%E7%A9%8D%E9%9B%BB%E6%B3%95%E8%AA%AA10-15%E7%99%BB%E5%A0%B4-%E5%B0%88%E5%AE%B6-%E6%B5%B7%E5%A4%96%E6%8A%95%E8%B3%87-%E5%BE%B7%E5%B7%9E%E8%A8%AD%E5%BB%A0%E5%82%B3%E8%81%9E%E6%88%90%E7%84%A6%E9%BB%9E-030134876.html","summary":"台積電將在10月15日舉辦法說會，營運展望、先進製程藍圖以及資本支出將成法人關注重點。專家表示，近期市場傳言台積電將擴大投資美國，擬赴德州設廠，且規模有望超過亞利桑那州廠，屆時將聚焦台積電是否證實這項消息。 台積電將在10月15日舉行法說會，台經院產經資料庫總監劉佩真指出，2奈米相關及台積電可能赴德州設廠的傳聞應會成為焦點。她說：『(原音)2奈米製程的良率，還有客戶導入進度，以及未來定價策略也將會備受矚目，甚至明年將會開始進入試產的A14製程。另外，台積電在海外投資的各大廠區、目前的量產進度，還有成本稀釋的狀況，再加上美國是不是會再追加在...","published":"2026-09-29T03:01:34Z","seen":"2026-09-29T03:34:30Z","lang":"zh","country":"TW","source":{"id":"kite-tw-news-yahoo-com-ae7227","name":"tw.news.yahoo.com","domain":"tw.news.yahoo.com"},"via":"kite-tw-news-yahoo-com-ae7227","entities":[{"id":"Q713418","name":"TSMC","type":"org"}],"story":"st_vth3wvor3paqk4ou6h3q","category":"economy-business","category_p":0.8700000047683716,"sentiment":"neutral","tone":-0.019999999552965164,"political":0.20999999344348907},{"id":"n_klhuw225jlzymg4a63ta","seq":569977,"kind":"article","title":"[財經] 台積電法說10/15登場 專家：海外投資、德州設廠傳聞成焦點","title_en":"TSMC's financial report on October 15, experts: overseas investment, Texas plant rumors are the focus","url":"https://www.rti.org.tw/news?pid=234542&uid=3","summary":"台積電將在10月15日舉辦法說會，營運展望、先進製程藍圖以及資本支出將成法人關注重點。專家表示，近期市場傳言台積電將擴大投資美國，擬赴德州設廠，且規模有望超過亞利桑那州廠，屆時將聚焦台積電是否證實這項消息。#央廣記者蔡芃敏報導# 台積電將在10月15日舉行法說會，台經院產經資料庫總監劉佩真指出，2奈米相關及台積電可能赴德州設廠的傳聞應會成為焦點。她說：『(原音)2奈米製程的良率，還有客戶導入進度，以及未來定價策略也將會備受矚目，甚至明年將會開始進入試產的A14製程。另外，台積電在海外投資的各大廠區、目前的量產進度，還有成本稀釋的狀況，再加上美國是不是會再追加在德州方面的一個投資。我想也會是法人追問的焦點。』 台積電預期2026年美元營收增幅可望略高於40%。展望2027年，劉佩真指出，AI晶片需求仍具成長空間，動能來自雲端服務供應商(CSP)擴大資本支出，投入運算基礎設施。不過，近期AI監管、安全風險及「AI末日論」等議題再度引發討論，台積電如何看待AI產業前景及需求變化，也將成為法說會關注焦點。…","published":"2026-09-29T03:01:34Z","seen":"2026-09-29T03:36:22Z","lang":"zh","country":"TW","source":{"id":"kite-rti-org-tw-c82119","name":"rti.org.tw","domain":"rti.org.tw","outlet":{"wikidata":"Q698884","name":"Radio Taiwan International","type":"broadcaster","country":"TW","designations":["international broadcasting","radio station"]}},"via":"kite-rti-org-tw-c82119","topics":["財經"],"authors":["author"],"entities":[{"id":"Q713418","name":"TSMC","type":"org"}],"story":"st_vth3wvor3paqk4ou6h3q","category":"economy-business","category_p":0.9200000166893005,"sentiment":"neutral","tone":-0.019999999552965164,"political":0.20000000298023224}]}