TSMC：“除了AI，都挺差的....” 汽车最弱，消费电子弱复苏，传统服务器较弱，成熟制程-20%yoy。因此台积直接降低了半导体全行业增长预期到10% yoy。然后CC Wei：“we forecast AI server process to more than double this year and account for low teens revenue this year. Expect to gro...