台积电法说会:对人工智能大趋势的信心正在“增强”,上调全年资本支出至400—420亿美元

华尔街见闻
Oct 16

16日台积电公布Q3财报,AI芯片需求持续火热,台积电Q3净利润创历史新高,超预期增长39%,资本支出达97亿美元。 在随后的财报电话会上,台积电预计全年资本支出400亿美元至420亿美元,较此前预期的380亿美元至420亿美元有所上调。 同时,台积电称2025年销售额将增长接近中段水平,台积电预计四季度销售额322亿美元至334亿美元,超出预估312.3亿美元;预计四季度毛利率59%至61%,...

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