台積電6月營收飆4426億、年增67.9%創奇蹟：週四法說預告「全年展望二度上修衝40%」！解密神山年初也沒料到的瘋狂需求！｜2026/07/14 (二)

From TSMC's first-ever revenue breakthrough of over NT$2 trillion in the first half of the year, to Jensen Huang personally stepping in to quell the crisis and emphasizing Nvidia's continued acceleration, to Lite-On's NT$30 billion investment in a US factory—this episode is packed with information! Whose order visibility extends into next year, and whose capital expenditure is being revised upwards for the second time, all affect the price movements of your stock holdings. 💡 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. #TSMC #AI #JensenHuang #Nvidia #Litek #800VDC 00:00 Opening: A wonderful day begins here 00:48 TSMC's half-year revenue surpasses NT$2 trillion for the first time 04:12 Jensen Huang personally refutes AI bubble noises 07:12 Litek invests NT$30 billion in a US factory 10:23 Financial news blitz! 12:25 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