{
  "version": "https://jsonfeed.org/version/1.1",
  "title": "研值筆記｜Drugnews channel",
  "channel": "研值筆記",
  "generated_at": "2026-10-17T15:31:15.408Z",
  "items": [
    {
      "id": "https://drugnews.com.tw/channels/research/2026-10-17-research-tsmc-3q26-wafer-price-n2-dilution.md",
      "channel": "研值筆記",
      "title": "台積電Q3：晶圓只多3%，每片貴了13%",
      "summary": "台積電第三季晶圓出貨只多3.2%，美元營收卻多16.2%，每片平均營收一年貴了28.8%。毛利率反降1.3個百分點、EPS只季增8%，原因是2奈米初期稀釋與上一季賣世界先進的一次性利益。",
      "date": "2026-10-17",
      "publish_at": "2026-10-17T20:00:00+08:00",
      "markdown_url": "https://drugnews.com.tw/channels/research/2026-10-17-research-tsmc-3q26-wafer-price-n2-dilution.md",
      "images": [
        "https://drugnews.com.tw/assets/channels/research/2026-10-17-research-tsmc-3q26-wafer-price-n2-dilution/cover.png",
        "https://drugnews.com.tw/assets/channels/research/2026-10-17-research-tsmc-3q26-wafer-price-n2-dilution/figure-01.png",
        "https://drugnews.com.tw/assets/channels/research/2026-10-17-research-tsmc-3q26-wafer-price-n2-dilution/figure-02.png",
        "https://drugnews.com.tw/assets/channels/research/2026-10-17-research-tsmc-3q26-wafer-price-n2-dilution/figure-03.png"
      ],
      "tags": [
        "台積電",
        "晶圓代工",
        "2奈米",
        "法說會",
        "世界先進"
      ],
      "lang": "zh-Hant"
    }
  ]
}