[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio6118bd87":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},"dcio6118bd87","台积电(TSM)CEO：AI热潮未见降温迹象-未来几年增长前景依旧乐观","\u002Fdoc\u002Fdcio6118bd87","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，全球晶圆代工巨头台积电(TSM)董事长兼首席执行官魏哲家周四表示，受益于人工智能(AI)热潮推动下对算力和先进半导体的强劲需求，台积电对未来几年的增长前景充满信心。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">魏哲家在台湾北部新竹市举行的年度股东大会上表示，尽管公司仍持续关注零部件成本上涨带来的影响，但客户对于AI的发展前景依然保持乐观态度。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">魏哲家表示“我们持续看到AI模型在消费级应用、企业级应用以及主权AI领域的采用率不断提高。”“这一趋势正在推动市场对更强大算力的需求，而这又进一步支撑了对先进半导体芯片的旺盛需求。”他表示，台积电正全力以赴满足所有客户的需求，但若要依靠美国本土产能完全满足美国客户的需求，仍需要“非常长的时间”。不过，他并未进一步说明具体时间表。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">魏哲家表示，过去一年台积电的表现十分亮眼。根据4月16日发布的最新财报，台积电第一季度营收达1.13万亿新台币(约359亿美元)，同比增长35.1%;净利润5725亿新台币，同比增长58.3%，创历史新高;毛利率升至66.2%，远超市场预期。该公司预计第二季度营收将达390亿至402亿美元，全年营收增速将超过30%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">魏哲家表示“员工分红在2023年至2024年期间增长了约30%，而从2024年至2025年又增长了约30%。”“我们有信心在2026年再实现约30%的增长。”他补充称“我们认为，这对员工而言是相当优厚的薪酬待遇。”同时表示，在员工分红方面，每年30%的增长并不存在所谓的上限，未来仍将持续增长。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">谈及未来发展时，魏哲家表示，他认为自动驾驶汽车将成为长期增长动力之一，而公司也将积极努力，确保机器人产业能够取得成功。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">本周，台湾再次成为全球科技产业关注焦点。由于一年一度的Computex电脑展正在举行，全球部分最具影响力的科技企业领导人齐聚台湾。包括英伟达(NVDA)和英特尔(INTC)在内的科技巨头高管纷纷赞扬该地区在全球供应链中的核心地位。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">今年4月，作为英伟达重要供应商的台积电上调了全年营收预期，并表示将增加今年的资本支出，以满足市场对其产品持续不断的强劲需求。英伟达在Computex大会上明确表示，已经获得了充足的台积电产能，足以支撑其在2027年的强劲增长。公司已成功说服台积电及其他供应商相信需求将保持强劲。这释放了一个极其关键的预期——尽管供应链正在积极扩产，但到2027年，市场需求仍将大概率超过供应。\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"]