Tiger Brokers

台积电(TSM)单季营收首破万亿新台币 料26年销额同比增长超30%

金吾财讯
Yesterday

金吾财讯 | 台积电(TSM)新近发布截至3月31日的2026年第一季度财报，核心财务指标全面超预期，单季营收首次突破万亿新台币大关，净利润同比大增近60%，毛利率大幅扩张，AI与先进制程需求成为业绩爆发核心引擎。财报显示，台积电 Q1合并净营收达1.134万亿新台币(约359亿美元)，同比增长35.1%，环比增长8.4%，连续四个季度创历史新高。净利润飙升至5728亿新台币，同比增长58.3%；基本每股收益22.08新台币，去年同期为13.95新台币。盈利能力显著提升，毛利率从59%跃升至66%，营业利润率同步从49%升至58%，创近年新高，得益于先进制程高占比与产品结构优化。现金流与资产负债表表现稳健，Q1经营活动现金流达6989.76亿新台币，远超3507.63亿新台币的资本支出，支撑产能扩张的同时充裕资金储备。截至3月末，总权益增至5.93万亿新台币，资产负债率维持健康水平，财务韧性持续增强。业务结构方面，先进制程（7nm及更先进)贡献74%晶圆销售金额，其中3nm占比25%、5nm占比36%，AI算力需求爆发拉动高性能计算业务高增。同时，董事会批准Q1每股7新台币现金分红，总分红约1815.27亿新台币，持续回馈股东。展望后续，台积电预计2026年全年销售额同比增长超30%，资本支出将接近520-560亿美元区间上沿，全力加码AI与先进制程产能建设，应对持续强劲的市场需求。

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