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台积电第四季度利润飙升35%,超出预期,得益于AI芯片需求
🔹 台湾半导体制造公司 (TSMC) 公布第四季度利润同比增长35%,达到新台币5057亿元 (≈ 160亿美元),高于预期 (~新台币4784亿元)
🔹 第四季度收入达1.046万亿新台币 (≈ 331亿美元),超出预期,增长20.5%,连续8个季度实现年度利润增长
🔹 7nm及以下先进芯片占总晶圆收入的77%,反映出AI和高性能服务器的强劲需求
🔹 TSMC为英伟达、AMD等大客户生产AI芯片,其中AI、HPC和5G板块占据季度最大收入比例#GateTradFiExperience #FedRateCutComing $BTC $ETH