由于美国主要科技公司持续投入数十亿美元用于人工智能押注，台积电(TSM.US)报告称其第三季度销售额同比增长了30%。截至9月的三个月内，公司营收总计达到9,899亿新台币，高于分析师平均预期的9,628亿新台币。得益于持续的AI热潮，这家亚洲市值最高的公司今年股价已累计上涨超过30%。虽然消费电子市场近期增长乏力，但台积电向更先进制造工艺的转变，正在使其销售的每一单位芯片都更加有利可图。在AI领域，从英伟达到OpenAI的美国科技公司正在花费数十亿美元来构建其云计算能力，台积电高管将此视为一个主要的长期增长驱动力。尽管有人担心这些公司近期达成的“循环交易”正在制造一个巨大泡沫，但台积电最新的销售数据表明，AI需求目前依然稳固。台积电定于10月16日发布其完整的第三季度财报。
Disclaimer: 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.