金吾财讯 | 台积电(TSM)总裁魏哲家于新竹年度股东大会表态，AI 芯片需求或将长期大于全球有效供给，即便加码美国区域建厂，新增产能仍难以匹配美方客户订单，公司维持全年营收增速超 30% 的业绩指引。作为英伟达、AMD 头部代工厂，企业手握高端先进制程产能，深度绑定全球 AI 算力产业链订单，魏哲家直言行业供需偏紧格局短期内难以扭转。
受大客户博通业绩指引不及预期拖累，台积电当日在台交所股价收跌 1%。面对 AI 红利带来的利润抬升，管理层同步落地员工激励方案，敲定本年度全员平均奖金涨幅超 30%，以此兑现利润分成，适配行业上行周期下的内部收益分配诉求。
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