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需求爆发！台积电3月销售额同比大增近五成至4151.9亿新台币

TradingKey中文
Apr 10

TradingKey - 受终端市场需求强劲拉动，全球晶圆代工龙头台积电（TSM）的营收增长势头不断提速。

台积电于本周五对外披露的最新营运数据显示，3月单月营收达到4151.9亿新台币，较2月环比大幅攀升30.7%，同比增幅更是达到45.2%，这一同比增速显著高于前几个月的表现。

累计今年第一季度，台积电合并营收约为1.134万亿新台币，同比增长35.1%。

亮眼的月度及季度数据，进一步强化了台积电在全球晶圆代工市场的绝对主导地位，也为市场对其后续全季财报的乐观预期提供了有力支撑。

此前有消息称，台积电去年四季度量产的2nm制程工艺需求旺盛，目前2nm产能已被预订至2028年，苹果、英伟达、AMD和高通等全球科技巨头均已提前锁定该工艺的产能，以确保未来能充分利用这一先进制程技术提升产品竞争力。

据了解，台积电2nm制程工艺逻辑密度较3nm提升20%、功耗降低30%，能有效降低AI服务器电费成本，提升算力密度，这也是其受到科技巨头青睐的重要原因。

作为台股权值龙头的台积电在周五午后发力拉升，尾盘成功重返2000元新台币关口，最终收涨2.3%；而在隔夜美股市场，台积电ADR报收365.49美元，小幅下跌0.11%。

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