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Storm
@storm.mg · Yesterday

台積電法說》AI需求未降溫!Q3營收挑戰458億美元、全年估增逾40%,資本支出提高至640億美元

台積電法說》AI需求未降溫!Q3營收挑戰458億美元、全年估增逾40%,資本支出提高至640億美元
市場一度擔憂AI投資熱潮是否開始降溫,但台積電(2330)最新法說會給出的答案依舊明確。台積電今(16)日公布第二季財報,不僅每股盈餘(EPS)達27.25元續創新高,更同步將2026年全年美元營收成長預估由原先的30%以上,上修至「微幅超過40%」,並將全年資本支出提高至600億至640億美元。董事長暨總裁魏哲家直言,目前AI相關需求依然「非常強勁(extremely rob...
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