台积电董事长:目前AI芯片前后段产能均极为吃紧

格隆汇
Oct 16

据台湾工商时报,台积电业绩会释出强劲展望,董事长魏哲家表示,生成式AI需求比三个月前更强劲。目前AI芯片前后段产能均极为吃紧,公司正全力扩充供应,预期2026年前AI相关产能仍难以完全满足需求。针对资本支出,台积电未来两年仍将持续高档投资,但营收增速将快于Capex(资本支出)增速,延续过去数年资本效率提升趋势。

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