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awyer
2023-04-22

$苹果(AAPL)$ 台积电拉响了苹果的警钟

作为台积电最重要的合作企业，苹果的警钟已被提前拉响。在取得Al芯片的大单前提下，台积电因智能手机及PC等消费类电子产品需求疲弱而不得不下修营收指引，至于被苹果倚为与Al热潮一争热点的VR产品，其芯片需求亦未在台积电的法说会上有丝毫提及，综合台积电财报信息，可见苹果5月4日财报蒙上阴影。

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