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TSMC AI Revenue vs. Non-AI Revenue (2021–2029e)
TSMC AI Revenue vs. Non-AI Revenue (2021–2029e)
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摩根士丹利:台积电(2330.TW)-台股公司研究报告:AI业务增长足以抵消智能手机 PC 半导体业务疲软;维持增持评级-260416(英文版)(22页).pdf
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Figure 10: Quality of Life Top 10 (2026)vs 2025edition
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行业数据
2026-07-21
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Table 4: Non-commercial Foodservice Sales in Canada, 2025 (Million USD)
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行业数据
2026-07-21
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Change in revenue from 2024 to 2025 for December
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行业数据
2026-07-21
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Figure 20: Share of utility-scale deployment per year vs import data
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行业数据
2026-07-21
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Figure 4: Annual Solar PV capacity additions in Africa : 2024 vs 2025
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行业数据
2026-07-21
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TDI需求地区结构(内圈2025年,外圈2029E)
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行业数据
2026-07-21
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近6年计算机行业前10大vs前20大市值占比变化
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行业数据
2026-07-20
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模型智能vs价格(单位:美元/百万Tokens)
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行业数据
2026-07-20
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2029E全球PCB钻孔设备规模约27亿美元
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市场规模
2026-07-16
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2029E全球PCB产值将达到964亿美元(单
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行业数据
2026-07-16
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2029E中国PCB设备规模约65亿美元(单位:
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市场规模
2026-07-16
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2029E全球PCB设备规模约114亿美元(单位:
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市场规模
2026-07-16
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2025年Vs2024年
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行业数据
2026-07-08
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全球主要半导体厂商CAPEX同比增速vs五大设备商总市值相对于SOX的超额表现(截至CY26/7/2)
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ICAgICAgICAgICAgICAgICAgIHwKfCAyMDIyUTEgfCAyMCAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICB8IC0yICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICB8CnwgMjAyMlEyIHwgMTUgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfCAyMCAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IDIwMjJRMyB8IDEwICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgMTggICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwKfCAyMDIyUTQgfCA1ICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICB8IC01ICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICB8CnwgMjAyM1ExIHwgMTIgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfCAtOCAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IDIwMjNRMiB8IDggICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgLTIwICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwKfCAyMDIzUTMgfCA1ICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICB8IC0yMiAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICB8CnwgMjAyM1E0IHwgMyAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfCAtMjQgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IDIwMjRRMSB8IDYgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgLTIwICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwKfCAyMDI0UTIgfCAxNSAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICB8IC0xMCAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICB8CnwgMjAyNFEzIHwgMTIgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfCAxNCAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IDIwMjRRNCB8IDggICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgLTUgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwKfCAyMDI1UTEgfCAtNSAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICB8IDEyICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICB8CnwgMjAyNVEyIHwgLTggICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfCA2ICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAp8IDIwMjVRMyB8IC0zICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwgLTIgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgIHwKfCAyMDI1UTQgfCAwICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICB8IC01ICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICB8CnwgMjAyNlExIHwgMTIgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfCAtOCAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgICAgfAoK6LWE5paZ5p2l5rqQ77yaQmxvb21iZXJnLCBGYWN0U2V0LCDljY7ms7DnoJTnqbY=
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total revenue, and we expect it to reach 40% by 2027 Source: Company data, Morgan Stanley Research (e) estimates
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摩根士丹利:台积电(2330.TW)-台股公司研究报告:AI业务增长足以抵消智能手机 PC 半导体业务疲软;维持增持评级-260416(英文版)(22页).pdf
大中华科技半导体行业公司评级与价格一览表
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摩根士丹利股票评级分布(按投资银行客户与非客户分类)
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