05/24/2025, 04:05 AM UTC
台积电第二季度财报凸显AI需求激增与竞争挑战Trump's 50% Tariff Threat To The EU: Deal Or Detonation?
1、台积电Q2营收同比增长32%至206.7亿美元，净利润暴涨76%，主要受AI芯片需求推动；2、公司将2024年营收增长预期上调至21-25%，重点发展AI处理器先进封装技术；3、面临英特尔14A工艺研发、三星2nm计划以及全球化布局的地缘政治风险等竞争挑战。1. TSMC's Q2 revenue rose 32% YoY to $20.67 billion, with net profit surging 76% due to strong AI-related chip demand; 2. The company raised its 2024 revenue growth forecast to 21-25%, prioritizing advanced packaging for AI processors; 3. TSMC faces challenges from Intel's 14A process development, Samsung's 2nm ambitions, and geopolitical risks in global expansion.---
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