摩根大通：台积电-先进封装与 CoWoS 最新动态

J P M O R G A N Asia Pacific Equity Research 11 February 2025 TSMC Advanced packaging and CoWoS updates Overweight 2330.TW, 2330 TT Price (10 Feb 25):NT$1105.0 Price Target (Dec-25):NT$1500.0 Technology and Telecoms Gokul Hariharan AC (852) 2800-8564 gokul.hariharan@jpmorgan.com J.P. Morgan Securities (Asia Pacific) Limited/ J.P. Morgan Broking (Hong Kong) Limited Robert Hsu (886-2) 2725-9864 robert.hsu@jpmorgan.com J.P. Morgan Securities (Taiwan) Limited Lakshya Jain Gokul Hariharan AC (852) 2800-8564 goku ...