台積電法說三大驚奇！上半年賺快5個股本、全年營收成長高於四成：魏哲家鐵口「AI動能一路強到2030年」！｜2026/07/17 (五)

TSMC's earnings call took place yesterday, with C.C. Wei revising the full-year outlook upward for the second time and announcing a further $100 billion investment in the US. But why did its ADRs fall? On the same day, Powertech announced a joint venture with Broadcom to enter the panel-level packaging market, and Nvidia, through Nokia, officially announced the arrival of the "AI-RAN era." 💡 The analysis of countries, companies, and industries mentioned in this video is for reference only. While we strive to provide accurate information from reliable sources, we make no guarantees regarding its completeness, timeliness, or accuracy. Viewers should make their own investment decisions based on their risk tolerance and judgment, and bear their own profits and losses. #EarningsTalk #AI #TSMC #Powertech #ASIC #Broadcom #Nvidia #Nokia 00:00 Opening: A wonderful day starts here 00:48 TSMC revises its full-year revenue growth outlook upward for the second time 04:37 Powertech partners with Broadcom to enter the high-end ASIC packaging market 08:16 Nvidia and Nokia attack AI base stations 11:52 Financial Briefing! 14:04 Closing Reminder Every client of Goodmorning Securities is a VIP, with a dedicated client partner to accompany you on your bumpy investment journey, steadfastly pursuing your goals. Buffett is great because of Munger, and you will succeed because of Goodmorning. Open an account now. 👉 https://bit.ly/yt_goodmorninggf_oao_c - Finance is a tool for achieving goals and dreams. We make complex financial knowledge easy to understand, transform current events into practical financial information, gather new perspectives on trends, build sound financial literacy, and help you realize your dreams. 📌 There are many more series to watch! 🎬 *Good Morning*: https://bit.ly/YT_list_morning 🎬 *Better Living*: https://bit.ly/YT_list_living 🎬 *Good Invest*: https://bit.ly/YT_list_invest 🎬 *Entrepreneurship*: https://bit.ly/YT_list_entrepreneurship 🎬 *Good Income*: https://bit.ly/YT_list_income 🎬 *Lao Huang's Good Talk*: https://bit.ly/YT_list_talk 🎬 *Know Your Money*: https://bit.ly/YT_list_money 🎬 *Meihao Securities x Zhiqi Qiqi*: https://bit.ly/YT_list_77 🎬 *Investment Beginner Village*: https://bit.ly/YT_list_beginner 📌 Meihao Securities Podcasts are now available! 🎧 Apple Podcast: https://apple.co/3WIqXfg 🎧 Spotify: https://spoti.fi/3WJAYJ7 🎧 KKBOX: https://bit.ly/yt_kkbox 🎧 YouTube Podcast: https://bit.ly/yt_ytpodcast 🎧 Pocket Casts: https://bit.ly/yt_pocketcasts 🎧 Firstory: https://bit.ly/yt_firstory 🎧 SoundOn: https://bit.ly/yt_soundon 📌 Want to know more about us? 【Good Finance Facebook】https://bit.ly/GF_fb 【Good Finance Instagram】https://bit.ly/GF_ig -------------------------------------------------------------- Have something to say? Feel free to contact us ➡️ [email protected] Want to join Good Finance? Take action now ➡️ https://bit.ly/GF_career