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总结
台湾晶圆代工龙头台积电公布2025年第四季度财报,净利润同比大增约35%并创纪录,优于市场预期。公司表示高性能计算与AI相关芯片需求持续强劲,先进制程与先进封装带动产能利用率与盈利能力提升。管理层在业绩发布后给出相对乐观的后续展望,并称将继续扩大资本开支与产能布局,以满足AI浪潮下的长期订单与供给需求,相关表态也强化市场对半导体景气延续的预期。
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TSMC fourth-quarter profit beats estimates, soaring 35%, as AI chip demand stays strong CNBC Taiwan Computer Chip Maker TSMC's to Expand Investment as Profit Jumps 35% U.S. News & World Report TSMC Ends 2025 With a Bang as AI Keeps Boosting Profits The Wall Street Journal TSMC Q4 profit jumps 35% to record, beats expectations Yahoo Finance TSMC's Strong Outlook Shores Up Hopes of Sustained AI Boom Bloomberg.com
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