台积电8月收入增长34%表明全球对尖端AI芯片的需求依旧旺盛。作为英伟达的主要芯片制造商台积电公布上个月销售额总计335

智通财经
Sep 10
台积电8月收入增长34%表明全球对尖端AI芯片的需求依旧旺盛。作为英伟达的主要芯片制造商台积电公布上个月销售额总计3358亿元台币(111亿美元)。分析师对第三季度增速的平均预期是25%左右。台积电是后ChatGPT时代人工智能(AI)热潮的最大受益者之一在英伟达加速器的生产中发挥着核心作用。台积电销售额持续增长增强了投资者对未来几年AI支出势头将持续的信心。周二甲骨文股价飙升至历史新高该公司对云业务的积极展望激发了AI基础设施建设加速的希望。上周博通股价上涨因其获得了逾100亿美元的OpenAI芯片订单。

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