台积电：今年剩下日子就看 AI 了

晚点LatePost04-19

三个月前，台积电曾预计今年汽车相关收入将同比增长，现在预计将下滑；PC 市场已经饱和，复苏迟缓；手机需求虽然在恢复，但也存在季节性扰动。再加上大客户苹果的 iPhone 销量不佳，拖累其 3 纳米收入占比从去年四季度的 15% 回落至 9%。一场财报会，台积电几乎唱衰了所有传统芯片下游市场，并连带着下调了对今年整个半导体行业的增速预期。能扛业绩的只剩下 AI。台积电 CEO 魏哲家表示，今年 AI...

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0.5%，还没有电费上涨的影响大。（邱豪）","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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