05/28/2025, 10:00 PM UTC
台积电营收因AI需求及芯片行业复苏大幅增长Nvidia Q1: Big Margin Decline, Nice Underlying Growth
1、台积电2023年第二季度营收同比增长13.7%，主要受益于AI芯片需求激增及半导体市场复苏；2、高性能计算（HPC）和AI芯片（尤其是数据中心与生成式AI应用）成为增长引擎，英伟达、AMD等客户贡献显著；3、公司预计HPC和汽车芯片需求将延续涨势，抵消智能手机与IoT需求疲软，同时持续推进3纳米及2纳米先进制程。1. TSMC's Q2 2023 revenue surged by 13.7% YoY, driven by AI-related chip demand and a rebound in the semiconductor market; 2. High-performance computing (HPC) and AI chips, particularly for data centers and generative AI applications, fueled growth, with clients like Nvidia and AMD contributing significantly; 3. The company anticipates sustained momentum in HPC and automotive sectors, offsetting weaker smartphone and IoT demand, while advancing 3nm and 2nm process technologies.---
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