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seekingalpha

05/12/2025, 10:37 AM UTC

台积电2024年第二季度财报：3纳米及AI芯片需求强劲推动营收增长IBIT: Bitcoin Might Be Entering The Parabolic Phase

1、台积电2024年第二季度营收同比增长40%至201亿美元，净利润增长50%；2、3纳米制程技术贡献25%营收，主要受高性能计算和智能手机需求推动；3、AI相关芯片需求激增，占营收12%，预计2025年相关收入将翻倍。

1. TSMC's Q2 2024 revenue grew 40% YoY to $20.1B, with net profit up 50%; 2. 3nm process technology contributed 25% of revenue, driven by high-performance computing and smartphones; 3. AI-related chip demand surged, accounting for 12% of revenue, with growth expected to double by 2025.

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