台积电2Q25 收入USD30.07bn，环比+17.8%，超过指引上限，主要因为3/5nm 需求强劲。毛利率58.6%，环比-0.2pct，接近指引上限的59.0%。海外晶圆厂的稀释以及新台币升值不利因素部分被产能利用率提升及成本改善措施所抵消。公司预计3Q25 收入318-330 亿美元，中位数环比+8%，高于彭博一致预期2%，公司预计3Q25 毛利率55.5%-57.5%，中位数环比下降...
Source Link台积电2Q25 收入USD30.07bn，环比+17.8%，超过指引上限，主要因为3/5nm 需求强劲。毛利率58.6%，环比-0.2pct，接近指引上限的59.0%。海外晶圆厂的稀释以及新台币升值不利因素部分被产能利用率提升及成本改善措施所抵消。公司预计3Q25 收入318-330 亿美元，中位数环比+8%，高于彭博一致预期2%，公司预计3Q25 毛利率55.5%-57.5%，中位数环比下降...
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