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TSMC @Gooaye 股癌
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Gooaye 股癌 | United States America (US)
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- eps 8.7 GM 53%
- hpc qoq 3％，手機 qoq -16％，iot qoq 5％
- 營收占比 N3 9%, N5 37%, N7 19%, N16 9%, N28 8%
- N2 4Q25 ramp 且會是長期重點節點
- cowos 24 翻倍，需求強
- 地震影響約 50bps GM

橫批「此消彼長」，PC 手機疲弱轉由 HPC 補足，通用伺服器疲弱由 AI 伺服器補足，車用低於預期衰退中。大致符合預期並無驚喜，就這樣穩健的開到 2025 吧

Gooaye 股癌
TSMC

- eps 8.7 GM 53%
- hpc qoq 3％，手機 qoq -16％，iot qoq 5％
- 營收占比 N3 9%, N5 37%, N7 19%, N16 9%, N28 8%
- N2 4Q25 ramp 且會是長期重點節點
- cowos 24 翻倍，需求強
- 地震影響約 50bps GM

橫批「此消彼長」，PC 手機疲弱轉由 HPC 補足，通用伺服器疲弱由 AI 伺服器補足，車用低於預期衰退中。大致符合預期並無驚喜，就這樣穩健的開到 2025 吧
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Gooaye 股癌



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How to Invest in Bitcoin?

Like a stock, you can buy and hold Bitcoin as an investment. You can even now do so in special retirement accounts called Bitcoin IRAs. No matter where you choose to hold your Bitcoin, people’s philosophies on how to invest it vary: Some buy and hold long term, some buy and aim to sell after a price rally, and others bet on its price decreasing. Bitcoin’s price over time has experienced big price swings, going as low as $5,165 and as high as $28,990 in 2020 alone. “I think in some places, people might be using Bitcoin to pay for things, but the truth is that it’s an asset that looks like it’s going to be increasing in value relatively quickly for some time,” Marquez says. “So why would you sell something that’s going to be worth so much more next year than it is today? The majority of people that hold it are long-term investors.”

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