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总结
台积电在2025年第四季度交出再创新高的季度业绩，受人工智能相关芯片需求强劲带动，净利润同比增长约35%。公司在业绩沟通中强调先进制程与先进封装需求保持旺盛，并释放更积极的资本开支与投资扩张信号，以提升产能并满足高算力芯片订单。多家媒体据此解读其展望偏强，认为AI带来的半导体景气有望延续，并对上下游供应链与相关资产预期形成支撑。
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TSMC Ends 2025 With a Bang as AI Keeps Boosting Profits The Wall Street Journal TSMC delivers another record quarter as profit jumps 35% fueled by robust AI chip demand CNBC Taiwan Semiconductor Manufacturing Q4 Earnings Call Highlights Yahoo Finance Taiwan computer chip maker TSMC's to expand investment as profit jumps 35% 10TV TSMC's Strong Outlook Fires Up Hopes of Sustained AI Boom Bloomberg.com
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