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April 18, 2024
財經

晶片需求持續強勁 台積電上季業績優預期

晶片製造商台積電週四(18日)公佈上季度財報,得益於對人工智能晶片的持續強勁需求,公司營收和利潤均超出預期。

台積電第一季度營收達到高於預期的 5,926.4 億新台幣,較去年同期增長 16.5%,並較上季減少 5.3%。

若以美元計算,第一季營收為 188 億 7 千萬美元,較去年同期增加 12.9%,但較前一季減少 3.8%。

淨利按年成長 8.9% 至 2,254.9 億新台幣,同樣高於預期的 2,135.9 億新台幣。

依技術來看,3 納米製程出貨佔季度晶圓總銷售的 9%,較上季的 15% 有所下滑,5 納米和 7 納米分別佔 37% 和 19%,皆較上季增加 2 個百分點。整體而言,先進製程佔季度晶圓總銷售的 65%。

公司目前專注於 3 納米和 5 納米技術的發展,並計劃在 2025 年開始大規模生產 2 納米晶片。

執行長魏哲家表示,在公司的「技術領先地位和更廣泛客戶群」的支持下,台積電預計今年將是健康成長的一年,並預期業績將逐季成長,全年營收成長目標維持不變。

展望第二季度,台積電預計營收將在 196 億至 204 億美元之間。

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