【AI驱动台积电(TSM.US)30%增长预期,资本支出按兵不动!地缘政治风险成首要考量】智通财经APP获悉,台积电(T

智通财经
Jul 18, 2025
【AI驱动台积电(TSM.US)30%增长预期,资本支出按兵不动!地缘政治风险成首要考量】智通财经APP获悉,台积电(TSM.US)作为全球半导体代工领域的领军企业,在2025年第二季度财报中,除了展现强劲的业绩增长外,更引发市场关注的是其在资本支出规划上的谨慎态度。尽管人工智能芯片需求持续旺盛,但台积电仍选择维持2025年资本支出计划在380亿至420亿美元的区间,与此前预期一致,这背后反映出公司对当前宏观环境的高度警惕。

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