05/28/2025, 05:10 AM UTC
台积电第一季度利润增长9%，受AI需求推动超预期Freedom From OPEC Requires U.S. Natural Gas
1. 台积电第一季度净利润同比增长9%至69.7亿美元，超出市场预期；2. 尽管智能手机芯片销售额下降3.8%，但英伟达、苹果等公司的AI芯片需求强劲推动收入增长；3. 台湾地震后工厂迅速恢复，预计第二季度营收增长将达30%，受益于AI产业持续繁荣及3纳米先进制程优势。1. TSMC's Q1 net profit rose 9% year-on-year to $6.97 billion, exceeding market expectations; 2. Strong demand for AI-related chips, particularly from NVIDIA and Apple, drove revenue growth despite a 3.8% decline in overall smartphone chip sales; 3. The company maintained operations after a major Taiwan earthquake and forecasts Q2 revenue growth of up to 30%, banking on sustained AI boom and advanced chip production.---
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