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Storm
@storm.mg
·
1 hour
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台積電法說》AI晶片需求太瘋狂!Q2 EPS 27.25元創新高、毛利率飆67.7%,2奈米量產貢獻營收
AI浪潮持續席捲全球半導體產業,晶圓代工龍頭台積電(2330)今(16)日公布2026年第二季財報,不僅單季合併營收首度突破新台幣1.27兆元,稅後純益同步攀上7,065.6億元,每股盈餘(EPS)達27.25元,全面改寫單季歷史新高。受惠AI伺服器、高效能運算(HPC)等需求持續強勁,高毛利先進製程比重進一步提升,第二季毛利率攀升至67.7%,2奈米製程也首度開始貢獻營收,顯...
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