电子周观点：台积电5 月营收同比继续高增长，继续看好AI 算力核心受益硬件。台积电2025 年5 月合并营收为3205 亿新台币，同比增长39.6%，环比减少8.3%，根据4、5 月营收，台积电二季度业绩有望超过之前指引，Ai 需求依然旺盛。芯片大厂AMD 苏姿丰12 日乐观认为，推论需求将带领AI 发展持续往前进，现在已经能看到关键转折点，并预期接下来几年内，AI 推论需求的年增率将超过80％，...
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