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AI需求強勁!台積電6月營收2079億新台幣,Q2同比大增40%超預期
格隆匯 07-10 15:19

7月10日,台積電公佈6月營收數據。得益於人工智能(AI)應用的旺盛需求,台積電銷售額飆升超市場預期。

銷售額飆升超預期

數據顯示,台積電6月合併營收約為2078.69億元新台幣環比減少9.5%,較去年同期增加32.9%。1至6月營收約為12661.54億元新台幣(當前約 2832.54 億元人民幣),較去年同期增加28%。

台積電將於7月18日(週四)公佈財報,從目前台積電已經公佈的2024年4-6月份銷售額來看,二季度台積電銷售額為6735.1億新台幣,高於市場預期(21位分析師的預測為6542.7億新台幣),且較去年同期增長40.1%。

台積電在4月份的財報電話會議上預測,二季度銷售額為196億美元-204億美元(6388新台幣-6648新台幣)。

據倫敦證券交易所SmartEstimate稱,預計台積電第二季度淨利潤將同比增長 30%。

股價表現上,美股夜盤市場台積電一度拉昇升近3%報189.99美元,目前升幅維持在2%左右。7月8日,台積電股價一度飆升至192.8美元創歷史新高,市值一度突破1萬億美元大關,成為全球市值第八大公司。今年迄今為止,台積電已上升超78%。

2nm試運行將於下週開始

據半導體行業觀察,台積電在微細製程領域一直處於芯片製造領域的領先地位,蘋果是其最重要的客户。

該公司早在去年12月就首次向蘋果展示了其2nm芯片工藝,試產是在量產之前對計劃使用的生產線工藝進行測試的階段。

早前消息顯示,台積電最新芯片技術的試生產預計最早要到10月才會開始。但現在,台積電把2nm的試產提前到7月份舉行。

據wccftech消息,台積電將於下週開始試產2nm節點製程的晶片,試產工作將於新竹寶山的新建晶圓廠內實施,同時將測試所需設備和零組件,這些設備與零組件已在第二季度開始入廠安裝。

據瞭解,蘋果計劃2025年在其產品中採用2nm節點製程所生產的晶片,這使得接下來的iPhone 17系列可能是第一批採用該先進製程所生產出來晶片的裝置。

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