台积电处于AI产业链的最上游,是感知全球AI需求冷暖的“温度计”。台积电2025年第三季度业绩显著超预期,核心财务指标、市场需求及未来指引均展现强劲增长韧性,AI算力需求已经成为核心驱动因素。从侧面展现出AI算力整体需求的持续强劲。01 需求远超预期公司在业绩说会上明确指出,AI需求“比3个月前预期的还要强劲”,并且他们认为目前仍处于AI应用的早期阶段,对前景保持乐观。这表明当前AI芯片的火爆并非...
Source Link台积电处于AI产业链的最上游,是感知全球AI需求冷暖的“温度计”。台积电2025年第三季度业绩显著超预期,核心财务指标、市场需求及未来指引均展现强劲增长韧性,AI算力需求已经成为核心驱动因素。从侧面展现出AI算力整体需求的持续强劲。01 需求远超预期公司在业绩说会上明确指出,AI需求“比3个月前预期的还要强劲”,并且他们认为目前仍处于AI应用的早期阶段,对前景保持乐观。这表明当前AI芯片的火爆并非...
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