台积电1月份营收创下数月以来最快增速，显示人工智能（AI）泡沫担忧犹存之际全球AI支出依然强劲。

　　这家为英伟达、苹果等科技公司代工芯片的中国台湾巨头公布1月营收同比增长37%，达到4013亿元台币（约127亿美元），增速高于其全年30%的营收增长预测。不过，由于2025年农历新年假期落在1月，因此同比数据可能受到假期的影响。

　　台积电在先进AI芯片制造领域的主导地位，令其成为人工智能投资热潮的最大受益者之一。

　　数据中心芯片需求强劲，促使台积电将今年计划的资本支出规模提高至最高560亿美元，较2025年增加约四分之一。上周，英伟达首席执行官黄仁勋称AI资本支出适当且可持续。

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