SemiVoice

seekingalpha

06/10/2025, 04:39 AM UTC

台积电Q2营收超预期，受益于AI需求强劲，但对全年展望保持谨慎ITA: Fly At Your Own Risk (Rating Downgrade)

1、台积电Q2营收超预期，主要受益于AI芯片需求强劲；2、尽管AI增长势头强劲，公司对全年展望仍持谨慎态度；3、2纳米先进制程芯片计划于2025年如期量产。

1. TSMC exceeded Q2 revenue forecasts, driven by strong AI-related chip demand; 2. The company remains cautious about its full-year outlook despite AI growth momentum; 3. Advanced 2nm chip production is on track for 2025 deployment.

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