财报前瞻 | AI芯片强劲需求不减台积电(TSM.US)Q3营收料同比增长超30%

智通财经

Oct 16, 2025

智通财经APP获悉，晶圆代工巨头台积电(TSM.US)计划于10月16日(周四)美股盘前公布第三季度财报。分析师预计，该公司将继续保持盈利增长势头，因为它仍是受益于人工智能(AI)热潮的主要赢家之一。华尔街预期，台积电Q3营收将同比增长超30%至316.1亿美元，每股收益为2.63美元。

台积电近期公布的9月份营收同比增长31.4%，显示先进AI芯片的强劲需求持续不减。这家为英伟达(NVDA.US)和苹果(AAPL.US)等科技巨头提供代工服务的公司在9月的销售额达新台币3309.8亿元(约合108.4亿美元)，较2025年8月下降1.4%。

根据台积电每月营收公告推算，其7月至9月季度营收为新台币9899.8亿元(约合324.4亿美元)，而去年同期为新台币7596.9亿元，同比大增30.3%。其中，7月营收为新台币3232亿元，8月为新台币3358亿元。

过去三个月中，分析师对台积电的前景愈发乐观，多次上调对该公司的营收和每股收益预期。分析师Mike Zaccardi指出，强劲的AI需求与稳健的毛利率支撑了市场对台积电芯片的持久需求。Mike Zaccardi表示：“尽管地缘政治和关税前景存在不确定性，但台积电的高估值是合理的，因为公司展现出双位数的盈利增长、稳健的利润率以及有利的定价趋势。”

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