专题：聚焦美股2026年第二季度财报

　　核心要点

　　9 月净营收达 5118.6 亿新台币（折合 160.3 亿美元），同比上年增长 54.6%。

　　全球最大晶圆代工厂台积电公布，9 月营收为 5118.6 亿新台币（折合 160.3 亿美元），同比增长 54.6%，环比 8 月下滑 0.6%。

　　公司第三季度营收约为 1.49 万亿新台币。 在这份月度营收数据公布前，台积电股价收盘下跌 1.35%。

　　英伟达、苹果均是台积电的客户。人工智能高端芯片需求爆发，台积电成为主要受益方。 今年 9 月，台积电确认将采购阿斯麦（ASML）的高数值孔径极紫外光刻机（High‑NA EUV）。该设备是制造更先进芯片的核心技术，台积电由此与三星电子一道，成为这项新技术的采购客户。

　　台积电定于下周正式公布第三季度完整财报。

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