[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio63dc2908":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},"dcio63dc2908","AI需求连续强劲！台积电(TSM)5月营收同比增长30%","\u002Fdoc\u002Fdcio63dc2908","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)公布的数据显示，其5月营收同比增长30%至4169.8亿新台币(约132亿美元)，反映出全球竞相建设人工智能(AI)基础设施所带来的需求持续强劲。该公司4月、5月合计营收同比增长约24%，而分析师预计其第二季度营收将同比增长35%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">作为亚洲市值最高的企业，台积电凭借为英伟达(NVDA)和AMD(AMD)等公司生产先进半导体，已成为全球AI产业链中不可或缺的重要参与者。与此同时，谷歌(GOOGL)、亚马逊(AMZN)、Meta Platforms(META)以及微软(MSFT)这四家科技巨头正准备在今年投入7250亿美元用于AI相关投资，远高于此前预期。这意味着作为全球AI产业链中不可或缺参与者的台积电将受益于这些科技巨头的巨额投资。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">台积电董事长兼首席执行官魏哲家在上周的年度股东大会上表示，受益于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;\">魏哲家在股东大会上多次强调，即便在美国新增先进制程或者先进封装产能，台积电也将在多年内无法满足AI驱动的近乎无止境AI算力基础设施需求。这与英伟达首席执行官黄仁勋的言论相呼应。黄仁勋表示，该公司仍然受到供应能力不足的限制。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">魏哲家还重申，今年台积电整体营收增长将超过30%，并表示愿意提价，尽管会采取“有节制、可持续的方式”。他将这与存储芯片制造商们的大幅度涨价进行对比，并表示公司不会“像存储公司那样突然间大幅涨价”。此外，魏哲家表示，AI人形机器人和自动驾驶将成为台积电的下一个长期业绩增长驱动力。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">具体的AI资本开支层面，魏哲家在股东大会上表述的“高点在哪里我也不知道”、“没有看到任何需求停止指标”是这次台积电股东大会最具看涨意味的产业链巨头表态。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">从工程链条角度来看，台积电处在AI产业链最核心的“物理瓶颈层”英伟达、AMD的AI芯片、博通(AVGO)、迈威尔科技(MRVL)的ASIC与网络芯片、其他云厂商的自研ASIC，都绕不开先进制程、先进封装和高良率量产。若台积电未来数年仍供不应求，就意味着AI数据中心建设不是单季度拉货，而是从训练GPU扩散到推理、Agentic AI、机器人、自动驾驶和主权AI的多年度资本开支周期。台积电自己在股东会资料中也强调，将继续投资台湾领先制程与先进封装，并推进2nm级别先进制程多阶段产能建设，以满足AI带动的强劲算力需求。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">今年4月，台积电上调了全年销售指引，并表示其资本支出有望接近现有预测区间的上限——根据其预测，2026年资本支出最高可达560亿美元。不过，台积电同时也为智能手机和消费电子产品制造商供应芯片，而这些客户目前正面临存储芯片成本飙升以及生活成本上涨削弱消费者需求等挑战。\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"]