台積電今年資本支出大增45% 達250億至280 - 股票

By Harry
at 2021-01-14T14:38

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1.原文連結：
※過長無法點擊者必須縮網址

https://money.udn.com/money/story/5612/5173787

2.原文內容：

台積電今年資本支出大增45% 達250億至280億美元

2021-01-14 14:23經濟日報記者鐘惠玲／即時報導

晶圓代工龍頭台積電（2330）於今（14）日下午舉行法說會，該公司公布今年資本支出，
將是驚人的250億至280億美元，高於原本外界傳聞上修過後的220億美元。

台積電公布去年資本支出為172.4億美元，今年則將介於250億至280億美元之間，等於至
少將年增45％以上。

外界原本估計，台積電2021年資本支出金額將提升到200億美元，不過先前業界傳出，相
關規模將進一步上修，預計規模將達220億美元，如今法說會公布的數字又更為墊高。

3.心得/評論：
※必需填寫滿20字

需求非常強勁沒有人可以替代的技術領先地位製程世代良率產能這三個因素

構成了台積電牢不可破的技術領先護城河技術寡占且門檻極高的公司

本益比應該上修到40 台積電合理價位 800

--

Tags: 股票

All Comments

By Brianna
at 2021-01-15T22:37

我先。

By Daph Bay
at 2021-01-16T10:06

2月底前可能就700了

By Ina
at 2021-01-20T23:55

酸酸：拿股東的錢開玩笑

By Carol
at 2021-01-23T16:14

好明天先來一根漲停

By Jessica
at 2021-01-24T03:05

窮酸:已反應

By Erin
at 2021-01-24T09:58

今天海公公神績，明天換GG來一根乾五科能?

By Rebecca
at 2021-01-27T19:20

我說已反應就已反映，不管拉明天利多出盡跌停拉

By Hedy
at 2021-01-30T11:09

這個真的很狂,應該是為了接牙膏的轉單

By Caitlin
at 2021-02-04T08:22

台積概念股明天噴爆

By Candice
at 2021-02-08T08:51

完蛋了...要火山式噴發了

By Anthony
at 2021-02-12T04:37

好明天先來一根漲停

By Lauren
at 2021-02-14T09:49

夏天開冰店?

By Kama
at 2021-02-17T22:17

資本支出大增才是重點！！

By Christine
at 2021-02-21T20:01

直接增45%......

By Linda
at 2021-02-26T00:58

抱歉了，今天591買到賺到

By Hedwig
at 2021-02-27T06:25

空空：已反應我要空GG

By Noah
at 2021-02-28T11:11

年底900！？

By Sierra Rose
at 2021-03-01T09:00

明天萬六靠他了

By Hedwig
at 2021-03-04T05:03

明天漲回來

By Irma
at 2021-03-05T07:49

看來過年前700真的沒問題

By Hamiltion
at 2021-03-07T23:39

資本支出增45%，eps可能直接增50%給你看，還不噴爆

By Leila
at 2021-03-08T18:15

先去園區附近卡位了

By Bethany
at 2021-03-09T04:17

5443

By Charlotte
at 2021-03-10T01:58

已知利多丸子

By Linda
at 2021-03-13T10:18

噴定係

By Zora
at 2021-03-17T03:20

多點產能好嗎? 不然別說股票顯卡跟CPU買不到啊

By Emily
at 2021-03-19T18:34

已反應
這幾天就是在漲這個

By Adele
at 2021-03-22T13:02

明天設備先紅整排

By Jessica
at 2021-03-23T10:48

已反應

By Isla
at 2021-03-26T12:06

今天接了一張

By Lydia
at 2021-03-29T06:39

資本支出提高，扯爆

By Mason
at 2021-03-31T20:34

光洋科，噴噴。

By Caitlin
at 2021-04-05T10:37

最大隱憂少子化台灣的肝夠嗎?

By Candice
at 2021-04-09T00:51

這股價反映了嗎?

By Dinah
at 2021-04-09T16:34

蓋廠蓋不完哦

By Quanna
at 2021-04-12T23:50

資本支出概念股有哪些？新手菜雞求上車

By Edwina
at 2021-04-15T12:37

樓下看衰

By Olga
at 2021-04-18T19:15

火星見

By Donna
at 2021-04-18T22:17

上看1000
今天湊齊整張了。爽

By Franklin
at 2021-04-20T04:05

原先法人估億是220億鎂現在直接多2~3成變250~280

By Brianna
at 2021-04-22T20:02

在哪麼多國家建廠資本支出肯定增

By Jacky
at 2021-04-26T19:36

587 T報到

By Gary
at 2021-04-29T02:08

在那邊少子化少子化台大會沒人念嗎??

By Aaliyah
at 2021-05-01T03:57

上看3000

By Valerie
at 2021-05-06T03:38

GG就是看資本支出啊看去年的EPS有啥意義

By Callum
at 2021-05-08T07:00

重點是未來需求如何技術好肯定有訂單

By Jake
at 2021-05-11T15:34

=================這是利空還是利空?==============

By Ida
at 2021-05-14T14:02

580T 一張是不是要變學長了 XD

By Aaliyah
at 2021-05-15T14:44

GG砸錢囉不過輪班星人應該不夠用了吧

By Kama
at 2021-05-19T06:07

資本支出超預期就在明示有新訂單到位了，懂?

By Belly
at 2021-05-21T07:23

美國廠

By Elizabeth
at 2021-05-21T14:44

請99 596T零股學弟

By Ula
at 2021-05-25T13:38

今天真的隨便買隨便賺根本送分題

By Ula
at 2021-05-26T08:07

如果看已知的EPS矽力根本沒資格挑戰股王

By Genevieve
at 2021-05-28T07:44

資本支出又不會馬上變產能XDDD 不過是未來產能

By Xanthe
at 2021-06-01T07:43

大幅擴產跟研發嗎

By Andrew
at 2021-06-02T03:08

600t菜兵跟各位學長問好

By Oliver
at 2021-06-06T08:50

可見GG決心要再搞大晶圓代工大者恆大

By Anonymous
at 2021-06-10T08:39

投資股票不就是在買未來性嗎不然勒

By Kumar
at 2021-06-12T10:54

GG現在最缺的設備是輪班星人吧不夠用

By Annie
at 2021-06-13T17:44

這個是不是預期台幣續升所以多買一些設備，反正錢
都要花了，趁便宜多買一些EUV

By Daniel
at 2021-06-16T23:39

597T報到QQ

By Faithe
at 2021-06-21T15:18

605T 套十年最近10年過很快應該很快就過了

By Callum
at 2021-06-24T23:28

趁便宜多買?你認真的嗎?救命喔

By Mason
at 2021-06-29T11:43

開盤趕快買call喔

By Rosalind
at 2021-06-29T23:47

今天是598跟595學弟要套十年了

By Callum
at 2021-06-30T02:30

開高走低?

By Joseph
at 2021-07-02T00:19

均豪辛耘志聖萬潤家登

By Delia
at 2021-07-02T05:01

設備那個什麼都好說輪班星人一隻要好幾年培養

By Anthony
at 2021-07-02T20:52

從去年9月到現在應該已經過了80年有了。

By Lydia
at 2021-07-03T03:00

老蘇萬潤

By Oliver
at 2021-07-06T02:55

今天接595接得不漂亮，反省中

By Edward Lewis
at 2021-07-07T15:42

增加的部分是機器運費，全力搶進航運股(誤)

By Leila
at 2021-07-12T09:37

夜盤皆知

By Ethan
at 2021-07-12T12:20

600學弟當兵當不完了

By Hardy
at 2021-07-12T15:53

真的會再漲那今天是在賣什麼

By Quanna
at 2021-07-14T21:39

一年當一小時過夜盤當學弟

By Doris
at 2021-07-18T16:14

我要補貨阿!!!!!!

By Charlotte
at 2021-07-18T18:25

進不了GG也要讓GG幫我賺錢啦幹已歐應

By Hedy
at 2021-07-19T20:07

請給600t同學一個機會

By Poppy
at 2021-07-21T23:03

衝啊

By Agatha
at 2021-07-22T11:46

還好我今天一直撿零股，睏霸數零錢

By Ingrid
at 2021-07-27T05:15

599t 4張

By Poppy
at 2021-07-27T20:32

6667

By Hedwig
at 2021-07-30T11:22

以後輪班星人不夠感覺也要找印度人了

By Todd Johnson
at 2021-08-04T03:20

過氣不如買鴻海

By Todd Johnson
at 2021-08-05T08:45

597的10股什麼時候可以小賺便當錢呢

By Kelly
at 2021-08-05T23:32

建議別找印度人印度仔他媽的嘴巴最強

By Hedwig
at 2021-08-10T22:22

台積電供應設備股也該有所表現了......

By Hardy
at 2021-08-11T13:38

噴

By Sarah
at 2021-08-11T17:40

行吧總比庫克拿去救濟種族主義好

By Callum
at 2021-08-12T09:42

當年金磚四國幾年了還是金磚四國

By Quanna
at 2021-08-16T23:43

已反應

By Audriana
at 2021-08-20T06:05

看推文就知道一堆手上沒台積的再喊燒，明天亮燈不
要嚇到吃手手

By Quintina
at 2021-08-23T11:18

唉真的已反應全台灣都知道要買台積電了~

By Skylar DavisLinda
at 2021-08-28T10:32

零股好貴，給小資一點生路

By Hedwig
at 2021-08-29T20:05

噴到1200

By Iris
at 2021-08-30T21:45

沒新訂單和更先進製程 GG會沒事花大財喔

By Odelette
at 2021-09-03T09:59

漲停59元

By Aaliyah
at 2021-09-04T09:36

研發花了很多錢吧

By Kyle
at 2021-09-07T15:50

587開盤搶到一張，笑死。

By Callum
at 2021-09-09T19:03

知道要買台積電但很多人沒買一天到晚哭台積電漲
害他的股票沒漲

By Oliver
at 2021-09-11T15:40

https://www.google.com.tw/amp/s/amp-news.cnyes.c
om/news/id/4555837

By Ivy
at 2021-09-12T21:49

連零股都要買不起了

By Lily
at 2021-09-13T12:46

啊不就跟合一一樣，等明年有實際營收再回來買就好了

By Suhail Hany
at 2021-09-17T01:32

もど速く 595t學長好

By Susan
at 2021-09-21T15:12

好猛

By Hardy
at 2021-09-25T17:25

800穩了

By Xanthe
at 2021-09-27T04:16

597T報到！

By Mia
at 2021-09-28T23:43

靠怎不股利多發一點

By Gary
at 2021-10-02T11:33

拿台積去比合一...反串？

By Kristin
at 2021-10-04T05:25

買台積還在看股利？

By Carolina Franco
at 2021-10-07T21:17

台積真雖要跟合一比

By Daniel
at 2021-10-09T08:09

牙膏會變牙膏八成就是印度人太多

By Enid
at 2021-10-10T14:00

猛個一B 當然要趁需求旺對手弱趕快增加投資力道啊

By Rachel
at 2021-10-11T00:54

十萬青年十萬肝GG輪班救台灣

By Elvira
at 2021-10-11T23:00

手上有GG 做夢都會笑

By Todd Johnson
at 2021-10-14T14:55

看好700+ 今年年終縮水就靠台G回填了爽爽爽

By Caroline
at 2021-10-19T07:58

是大利多的話，請問盤後台指怎麼沒有反應噴至少百點
?????

By Daniel
at 2021-10-23T07:30

才不要台積發股利，拜託別發

By Damian
at 2021-10-24T16:33

發個白癡股利全部拿去擴廠拜託

By Yedda
at 2021-10-27T23:26

全部擴場然後一次gg
就不是利多啊漲停怎會怎樣開

By Gilbert
at 2021-10-31T13:49

intel新ceo腦子正常就會外包給GG吧

By Ida
at 2021-11-01T00:56

蓋廠啦哪次不蓋

By Michael
at 2021-11-03T16:09

intel不會 cc

By Edwina
at 2021-11-06T16:51

那還不快空XD

By James
at 2021-11-11T13:20

明天漲漲漲

By Quanna
at 2021-11-15T09:09

今天5開頭最後機會

By Rebecca
at 2021-11-15T14:41

GG會不會漲停不知道,但是供應鏈應該會大噴

By Michael
at 2021-11-17T05:10

這什麼可怕數字

By Rebecca
at 2021-11-19T04:37

設備股要噴爆了

By Blanche
at 2021-11-19T06:35

250-280億美元，好可怕！

By Leila
at 2021-11-20T09:27

gg設備都是坐飛機的喔，扯航運好笑

By Lauren
at 2021-11-22T10:14

今天沒買，後悔了。

By Hedwig
at 2021-11-25T08:27

當股板一片看好時

By Blanche
at 2021-11-29T19:00

不會大漲沒關係會一直慢慢不只不覺漲不停就行

By Connor
at 2021-11-30T21:21

剛剛說包含美國廠

By Dorothy
at 2021-11-30T23:44

XDD 問這是要投資ASML吧

By Victoria
at 2021-12-05T22:38

等於宣告：intel的單我要定了

By Lily
at 2021-12-06T23:19

都反映10幾根紅棒外資笑看咱們散戶追漲...

By Joseph
at 2021-12-07T00:49

噴

By Gilbert
at 2021-12-08T18:03

唯一奶不死的企業外資說的價格早到晚到問題

By Edward Lewis
at 2021-12-10T08:44

當股版一片看好就真的會好（限台積

By Faithe
at 2021-12-14T10:03

晚上adr就見真章了

By Hedwig
at 2021-12-18T16:12

開高走低+1

By Bethany
at 2021-12-23T01:05

明天台積2021 第一根漲停板！！！！！

By Queena
at 2021-12-26T09:58

425T報到，當完兵發現變有錢了$$

By Hedwig
at 2021-12-27T02:47

炒真高

By Victoria
at 2021-12-31T12:21

先蹲後跳

By Selena
at 2022-01-04T19:59

歐印供應鍊了！

By Hamiltion
at 2022-01-08T18:33

明天可以all了

By Hamiltion
at 2022-01-13T14:15

嘴砲真多真的有買的幾個嘖嘖

By Puput
at 2022-01-14T06:03

45%太誇張了

By Tracy
at 2022-01-15T11:11

利多出盡

By Aaliyah
at 2022-01-17T01:15

抓緊了，起飛啦

By Ina
at 2022-01-21T23:39

原來這包含美國廠的... 這樣就不算利多了

By Charlie
at 2022-01-23T19:04

今天只買10股的我是阿呆？

By Lydia
at 2022-01-27T22:12

前都被asml賺走根本是幫asml打工

By Donna
at 2022-01-29T01:31

596T報到

By Sandy
at 2022-01-31T18:10

8000億！！！

By Jacky
at 2022-02-05T09:31

供應鏈要噴了嗎？

By Margaret
at 2022-02-07T14:32

台積電毛利多高你知道嗎？都被ASML賺走？

By Valerie
at 2022-02-09T12:16

已反應，不然連漲10天是在漲啥？散戶還想不開去接刀
阿？

By Damian
at 2022-02-11T11:35

到底是高於預期還是利多出盡呢
今晚ADR揭曉

By Belly
at 2022-02-15T06:18

三星電子含 DRAM也不過300億

By Thomas
at 2022-02-15T13:21

看起來雙方在邏輯晶片的投資不在一個等級的

By Gilbert
at 2022-02-16T10:03

世界的GG

By Eden
at 2022-02-19T16:09

台積電今年資本支出是晶圓代工產業第2到最後1名的
總合還超過

By Yedda
at 2022-02-21T07:51

驕傲4輩子就靠GG跟鴻海了

By Thomas
at 2022-02-22T13:45

600T 我驕傲明天要當學弟了 666學長好

By Ethan
at 2022-02-23T07:13

沒買的都說已反應，釣到XD

By Enid
at 2022-02-26T00:21

漲停!!!!!!!!!
期貨盤後大漲ing

By Hazel
at 2022-03-02T06:52

593......

By Rae
at 2022-03-06T21:13

護國神山持續長高中

By Doris
at 2022-03-10T15:05

笑死，gg沒在已反應的，目標800

By Elizabeth
at 2022-03-10T22:50

By Enid
at 2022-03-15T09:18

回findwind0826,正解,完全同意!

By Ethan
at 2022-03-16T23:07

這夜盤看來反應不錯

By Andy
at 2022-03-19T11:11

明天等小兒認錯回補

By Bennie
at 2022-03-21T23:53

舅舅台積空軍

By Kama
at 2022-03-24T17:17

台股30000，台積1000

By Jake
at 2022-03-25T17:00

明天GG一家漲停，500家跌停

By Gary
at 2022-03-26T03:52

很簡單設備廠目標價，現價*1.45

By Margaret
at 2022-03-29T23:54

450T當初被笑了一陣子沒多久就反轉了

By Damian
at 2022-04-02T07:32

存股台積不如存......

By Emma
at 2022-04-05T02:54

空軍持續哭哭

By Ida
at 2022-04-06T01:46

三星嚇傻了吧邏輯代工280億

By Victoria
at 2022-04-08T04:42

6196還是11x附近徘徊哭哭

By Franklin
at 2022-04-09T08:15

明天620-630應該差不多，漲停是有點誇張

By Necoo
at 2022-04-09T18:00

台積電打算用當初把聯電拖垮哪一招把三星拉下來
一起玩

By Elma
at 2022-04-10T19:05

什麼時候689！

By Brianna
at 2022-04-14T13:20

尖端製程之戰比的就是誰血多誰肝耐。

By George
at 2022-04-18T10:19

三星今年的300億大部分還是在記憶體邏輯代工的
部分不知道有沒有到100億

By Erin
at 2022-04-20T13:31

有口音收音設備差資本支出太高準備崩跌!

By Hedda
at 2022-04-21T22:43

持續空水喔

By Charlie
at 2022-04-22T23:24

世界的GG

By Hardy
at 2022-04-24T18:51

老蘇最看衰GG

By Todd Johnson
at 2022-04-27T19:58

700T 準備入伍

By Heather
at 2022-05-02T13:03

外資2000千萬張會爽死

By Ethan
at 2022-05-06T17:32

好強

By Erin
at 2022-05-08T12:03

救救6196

By Necoo
at 2022-05-12T17:16

明天開始5開頭再也看不到了

By Ingrid
at 2022-05-17T08:21

資本支出高也可以吹成利多？倒覺得asml要起飛了

By Delia
at 2022-05-19T08:56

1000元

By Lucy
at 2022-05-19T12:59

GG沒有利多出盡的問題，懂？

By Hardy
at 2022-05-21T23:23

今天外資賣超3萬張花黑噴

By Ophelia
at 2022-05-26T17:27

繼續衝衝衝

By Todd Johnson
at 2022-05-31T09:22

上看2000!!

By Damian
at 2022-06-01T23:27

外資：韭菜真好割

By Eden
at 2022-06-04T14:19

外資明天請賣10萬張,我要撿TSM

By Ingrid
at 2022-06-06T03:12

凱X估今年eps22 意義就各自解讀吧

By Elvira
at 2022-06-07T22:41

南科已經變台積園區了，全蓋好很扯

By Hedwig
at 2022-06-09T20:51

每條大街小巷每個人的嘴裡見面第一句話就是台G台G

By Zora
at 2022-06-13T21:47

45趴

By Carolina Franco
at 2022-06-15T18:52

一直擴廠一直噴

By Tristan Cohan
at 2022-06-18T01:30

605t 明天洞九！！中山室離營宣教！！！

By Doris
at 2022-06-20T23:04

夜盤噴了100 剛不是有人說什麼？

By Edward Lewis
at 2022-06-23T23:57

完了沒趁低加碼QQ

By Edward Lewis
at 2022-06-26T21:45

資本支出大到一個誇張…

By Vanessa
at 2022-07-01T17:04

還好今天加碼一張真的躺著賺啊

By Kumar
at 2022-07-05T21:55

買什麼什麼就不漲哭哭

By Linda
at 2022-07-07T01:10

4張等抬轎

By Eartha
at 2022-07-11T15:52

今天adr等著看吧

By Agnes
at 2022-07-13T15:34

一年後窮酸還是窮酸

By Dorothy
at 2022-07-16T13:49

噴爆

By Poppy
at 2022-07-20T23:48

台灣再10年後的新人補得上嗎......QQ 台灣阿台灣

By Cara
at 2022-07-21T12:33

已反應

By Suhail Hany
at 2022-07-24T22:51

今天不買明天更貴

By Agnes
at 2022-07-25T18:12

法說會看點2 往年估5~10% https://bit.ly/3qiVPzR

By Necoo
at 2022-07-28T10:53

外資提款

By Valerie
at 2022-07-30T21:27

韭菜收完就夠錢了

By Valerie
at 2022-08-02T11:04

請問去哪看台積電ADR盤前

By Barb Cronin
at 2022-08-05T11:19

https://i.imgur.com/51uu1yo.jpg

By Lydia
at 2022-08-05T16:02

TSMC ADR盤前目前2.5%

By Margaret
at 2022-08-06T13:25

精材南電欣興明天噴

By Lydia
at 2022-08-11T11:47

605T菜兵報到

By Franklin
at 2022-08-12T00:53

也只有推文的魯窮酸肥宅會拿航運這種景氣循環股來
比較了，笑死

By Isla
at 2022-08-12T11:20

三萬張看起來好像很多但外資總持有數是近兩千萬張
...

By Elvira
at 2022-08-17T03:00

反正小兒最終要買回來的不用心疼他洗碗

By Rosalind
at 2022-08-18T21:44

長期往上但最近應該還是該回檔

By Iris
at 2022-08-23T02:32

真的是太神啦

By Yedda
at 2022-08-28T00:58

明天直接漲停不解釋

By Ophelia
at 2022-08-29T10:19

AMAT 盤前3%惹..

By Elizabeth
at 2022-09-01T00:01

拜託外資明天倒貨！！！我要撿！！

By Doris
at 2022-09-01T19:28

今天只買100股後悔

By Blanche
at 2022-09-03T09:08

會不會無腦多就被出貨了

By John
at 2022-09-04T13:22

明天大力買進

By Ina
at 2022-09-05T13:51

外資快倒貨！！！零股價一直下不來！！！

By Odelette
at 2022-09-07T07:04

還有那麼多奴工嗎

台積電今年資本支出大增45% 達250億至280 - 股票

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