AI需求火爆带飞台积电(TSM.US)业绩！Q4净利润有望激增27%创新高

智通财经01-12

智通财经APP获悉，得益于对人工智能(AI)基础设施似乎永无止境的需求，全球最大AI芯片制造商台积电(TSM.US)2025年第四季度净利润预计将激增27%、创下历史新高。根据LSEG SmartEstimate对19位分析师的调查，台积电预计在截至2025年12月31日的三个月里将实现净利润4752亿新台币(约合150.2亿美元)。只要公布的实际净利润数据高于4523亿新台币，都将标志着创下季度...

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SmartEstimate对19位分析师的调查，台积电预计在截至2025年12月31日的三个月里将实现净利润4752亿新台币(约合150.2亿美元)。只要公布的实际净利润数据高于4523亿新台币，都将标志着创下季度...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1391517.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4527","symbol_name":"明星科技股","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1391517.html","article_id":"2602380596","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2602380596","pubTimestamp":1768199129,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，得益于对人工智能基础设施似乎永无止境的需求，全球最大AI芯片制造商台积电2025年第四季度净利润预计将激增27%、创下历史新高。展望未来，Galen Zeng表示，鉴于AI服务器加速器的需求激增以及台积电下一代2纳米制程技术的显著贡献，IDC预计台积电2026年以美元计价的营收将增长25%-30%，高于此前预测的22%-26%。Futurum Equities首席市场策略师Shay Boloor表示，AI需求显然正在加速，而台积电继续在先进制程领域扩大市场份额，其竞争对手则难以跟上步伐。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":["earning"],"viewcount":null,"language":"zh","relate_stocks":{"BK4527":"明星科技股","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","BK4526":"热门中概股","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A 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performance of TSMC (TSM.US)! Q4 net profit is expected to surge by 27% to hit a new high","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSM":1.98,"03145":0.6},"content_text":"智通财经APP获悉，得益于对人工智能(AI)基础设施似乎永无止境的需求，全球最大AI芯片制造商台积电(TSM.US)2025年第四季度净利润预计将激增27%、创下历史新高。根据LSEG SmartEstimate对19位分析师的调查，台积电预计在截至2025年12月31日的三个月里将实现净利润4752亿新台币(约合150.2亿美元)。只要公布的实际净利润数据高于4523亿新台币，都将标志着创下季度净利润的最高纪录，并实现连续第八个季度的利润增长。台积电在上周公布了好于市场预期的2025年第四季度营收数据——跃升约20%至1.05万亿新台币(约合331亿美元)，好于市场预期的1.02万亿新台币。市场研究公司IDC的高级研究经理Galen Zeng表示，台积电2025年第四季度营收的增长得益于台积电3纳米制程产能的充分利用，这由使用苹果A19芯片的iPhone 17系列以及持续的强劲AI需求所推动。自ChatGPT引发AI浪潮以来，台积电一直是最大受益者之一，这得益于其在制造先进AI芯片方面的核心地位。展望未来，Galen Zeng表示，鉴于AI服务器加速器的需求激增以及台积电下一代2纳米制程技术的显著贡献，IDC预计台积电2026年以美元计价的营收将增长25%-30%，高于此前预测的22%-26%。Galen Zeng表示：“主要驱动力是AI服务器加速器制造市场的爆发式增长。”他补充称，预计该市场在2026年将实现78%的同比增长。Futurum Equities首席市场策略师Shay Boloor表示，AI需求显然正在加速，而台积电继续在先进制程领域扩大市场份额，其竞争对手则难以跟上步伐。但他也指出，海外晶圆厂扩张速度快于预期，可能会稀释台积电预期从2纳米制程和定价中获得的利润增长。据悉，台积电正投资1650亿美元在美国亚利桑那州建设芯片工厂。美国商务部长卢特尼克在上周发布的一次播客中表示，台积电将在美国进行更多投资。此外，目前尚不清楚美国总统特朗普的关税政策将对台积电产生多大影响。中国台湾地区对美国的出口商品面临20%的关税，但芯片除外。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2602380596","isCrawlerRequest":true}