原文標題：Jim Cramer Says He Likes “Taiwan Semi Very Much”
原文連結：https://reurl.cc/0m9kjl
發布時間：2026-4-10
記者署名：Syeda Seirut Javed
原文內容：
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of Jim
Cramer’s stock calls as he discussed the impact of the Iran war on the
markets. A caller asked for Cramer’s thoughts on the stock and whether they
should get in it. In response, he commented:
Look, I like Taiwan Semi very much, but I have to tell you, I am going to
send you to NVIDIA. NVIDIA’s down a great deal. It’s suddenly become a
disliked stock, and that’s when you want to own it.
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) produces and
sells integrated circuits and semiconductor devices. The company provides
fabrication and other related services. During the January 27 episode, Cramer
mentioned the stock and said:
I think this industry has a lot more going for it. Two weeks ago, Taiwan
Semi, the world’s largest semiconductor manufacturer, reported a total
blowout quarter. More important, management said that the demand’s on fire.
They plan to invest heavily in building out the production capacity. For this
year, Taiwan Semi guided for 52 to $56 billion in capital expenditures. That’
d be up 27 to 37% from last year. Wall Street was expecting less than 45
billion.
When management was asked if that would be enough to fix the chip shortages,
their answer was a clear no. Taiwan Semi doesn’t see supply and demand
coming into balance until 2028 or 2029. So they’re planning to keep their
capital expenditures high for the next few years. Again, great news for the
semiconductor capital equipment makers.
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Jim Cramer 在談到伊朗戰爭對市場影響時提到的選股之一。有位來電觀眾問 Cramer 對
這檔股票的看法，以及現在是否適合進場。對此，他表示：
「聽著，我非常喜歡台積電，但我得跟你說，我會把你轉去看 NVIDIA。NVIDIA 跌了不少
，突然變成一檔不受市場喜歡的股票，而那正是你想持有它的時候。」
台灣積體電路製造股份有限公司（NYSE:TSM）生產並銷售積體電路與半導體裝置。公司提
供晶圓代工及其他相關服務。在 1 月 27 日那集節目中，Cramer 提到這檔股票時說：
「我認為這個產業有更多利多在後面。兩週前，全球最大的半導體製造商台積電公布了一
個徹底超預期的季度業績。更重要的是，管理層表示需求非常火熱。他們計畫大舉投資擴
充產能。今年，台積電給出的資本支出指引是 520 億到 560 億美元，這將比去年增加
27% 到 37%。而華爾街原本預期不到 450 億美元。」
「當管理層被問到這樣是否足以解決晶片短缺時，他們的答案很明確：不夠。台積電認為
，要到 2028 或 2029 年，供需才會恢復平衡。因此，他們計畫在未來幾年持續維持高水
準的資本支出。再次強調，這對半導體資本設備製造商來說是非常好的消息。」
心得/評論：
台積電發表了3月業績大好後
昨天老黃也跟漲
美國老謝也跳出來說 我超愛台積
輝達跌多了 就是買進的時候
這次創高穩了吧？
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