台积电日前公布第二季度美元营收达300.7亿美元,创新高,法人拆解营收结构发现,台积电单季AI相关美元营收已跨越百亿美元关卡,持续看增,全年将挑战新高纪录。台积电在年初法说会中定义“AI相关需求”,包含AI加速器在数据中心执行AI训练和推论功能的AI GPUs、AI ASICs,也首度纳入高频宽存储(HBM)控制器等。台积电看好,今年来自AI加速器对营收贡献将较去年再增长一倍。法人分析,台积电...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.