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July 18, 2024
財經

人工智能晶片熱潮持續 台積電Q2業績優預期

台積電週四公布第二季度財報,由於人工智能晶片的需求持續強勁,公司季度營收和利潤均超出預期。

財報顯示,台積電第二季營收年增 40.1% 至 6,735.1 億新台幣,高於預期的 6,575.8 億新台幣。若以美元計算,上季營收年增 32.8% 達 208.2 億美元,季度增幅達 10.3%。

淨利則年增 36.3% 至 2,478.5 億新台幣,同樣高於預期的 2,388 億新台幣。

至於晶圓銷售方面,3 納米的出貨量佔季度總銷售的 15%,較上季的 9% 有所增長;而 5 納米和 7 納米分別佔 35% 和 17%。整體而言,先進製程佔晶圓總銷售的 67%。

台積電表示,目前正生產 3 納米晶片,而 2 納米晶片技術的開發進展順利,計劃在 2025 年實現量產。

台積電同日公布財測,預計第三季營收介乎在 224 億至 232 億美元之間。同時將今年的資本預算範圍從先前預測的 280 億至 320 億美元,縮窄至 300 億至 320 億美元,並表示預算中的 70% 到 80% 將用於先進技術。

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