摩根士丹利研报称，Meta和微软的强劲AI资本支出应会消除对台积电芯片需求的担忧。Meta将全年资本支出提高到640亿至720亿美元，而微软则暗示AI需求依然强劲。摩根士丹利预计，2025年云半导体业务对台积电收入的贡献将从2024年的13%升至25%。这些分析师表示，把用于AI服务器的网络芯片和CPU也包括在内，从2025年起，AI为台积电收入带来的贡献应会超过30%。

 

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