[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio0099d2b8":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio0099d2b8","AI超级周期引爆产能战：台积电(TSM)在亚利桑那加码千亿美元，2650亿巨资砸向美国AI芯片版图","\u002Fdoc\u002Fdcio0099d2b8","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，台积电(TSM)首席财务官黄仁昭在接受采访时表示，随着客户“多年需求超级趋势”持续显现，公司正全力加速亚利桑那州工厂的产能爬坡。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">面对人工智能领域持续多年的结构性需求激增，台积电正大幅扩大在美投资版图，承诺追加1000亿美元，激进扩张其在美国的芯片制造布局。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">这笔新增承诺使台积电在亚利桑那州的投资总规模升至2650亿美元，凸显了由AI驱动的庞大产能建设，同时也促使公司将全年资本支出预期上调至600亿至640亿美元区间。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">黄仁昭表示，此次新增投资源于美国市场强劲的客户需求以及政府的大力支持。“我们正见证这种强劲的、结构性的多年需求，我们不打算将任何机会拱手让人，”“只要这一超级趋势成立，我们就能持续为股东创造盈利性增长，”他表示。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">需求激增\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">为满足激增的客户需求，台积电正积极优化其先进制程产能，包括将5纳米产能快速转换为更先进的3纳米节点以支持客户，黄仁昭说道。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">谈及台积电的美国扩张计划，黄仁昭透露，采用4纳米技术的第一阶段工厂已正式投产。“未来几个季度，规模将越来越大，”黄仁昭表示，并将2纳米技术定位为公司继第二季度开始创收后，第三季度最新的营收增长动力。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">尽管美国晶圆厂的建设成本比在台湾省高出四到五倍，但黄仁昭指出，虽然随着海外运营规模扩大，初期的稀释效应会加剧，但此次扩张最终将进一步促进美国半导体生态系统的完善。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">“这将既包括前端晶圆厂，也包括后端先进封装厂，”黄仁昭在谈及这1000亿美元新增投资的部署方向时表示。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">台积电公布业绩后，股价当日收涨逾1%，但周五重挫7%。年初至今，该股累计涨幅约48%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">针对公司股价表现，黄仁昭表示台积电无法左右金融市场。“我们能做的，是真正聚焦于业务的基本面，”他说道。他补充称，尽管行业面临元器件价格大幅上涨的压力，但得益于公司聚焦高端市场的战略，所受影响甚微。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">这家芯片制造商正将目光投向未来的增长引擎。关于实体人工智能的前景，他补充道，公司近期与索尼成立的图像传感器合资企业，是其支持特种技术领域客户长期增长的战略承诺之一。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" target=\"_blank\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"edit":87,"editVideo":88,"courseContent":89,"more":90,"buyNow":91,"subscribeNow":92,"encoding":93,"paidContent":94},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]