代理人工智能的出现和普及,对台积电(TSMC)构成了额外的推动力,而该公司本就因这些数据中心所使用的加速器而经历着需求的激增。
The emergence and spread of proxy artificial intelligence was an additional incentive for Taiwan Semiconductor Manufacturing Company (TSMC), which was already experiencing a surge in demand as a result of the accelerators being used in these data centers.
因此,台积电正在加大投资,在亚利桑那州追加1000亿美元,用于建设多座制造工厂,以满足这一不断增长的需求。但这一切是否让台积电股票成为一个值得买入的投资机会,还是说已经太晚、股价的涨幅已足以抵消市场对该公司所有这些增长的需求?
As a result, Taiwan Semiconductor Company is increasing its investments, adding an additional $100 billion in Arizona to build several manufacturing facilities to meet this growing demand.
But does all this make TSMC shares an investment opportunity to buy, or is it too late and has the share price risen enough to offset all this increased market demand for the company?