17日,台积电公布Q2财报。公司营收和净利润均创下历史新高,净利润激增61%,超出分析师预期。在随后的财报电话会上,台积电预计,2025年以美元计算的销售额将增长30%左右,高于此前“接近20%中段”的增长预期,主要得益于3纳米和5纳米技术的强劲需求以及不断增长的HPC平台。尽管存在汇率不利和海外晶圆厂稀释效应等因素,台积电仍有信心维持53%及更高的毛利率目标。台积电对AI需求长期看好。token...
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