台积电Q4营收站万亿新台币历史新高

电子工程专辑01-13

近日，全球半导体制造龙头台积电（TSMC）公布了2025年12月营收数据显示，其增长势头依然强劲。在人工智能等高端需求的有力支撑下，公司单月营收保持两位数同比增长，并推动去年第四季度总营收站上1万亿新台币的历史性高位，全年业绩亦创下新高。根据最新公布的月度报告，台积电2025年12月合并营收约为新台币3350.03亿元，较上月环比微降2.5%，但较2024年同期大幅增长20.4%。这一稳健增长为...

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trillion","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"03145":0.6,"TSM":1.98},"content_text":"近日，全球半导体制造龙头台积电（TSMC）公布了2025年12月营收数据显示，其增长势头依然强劲。在人工智能等高端需求的有力支撑下，公司单月营收保持两位数同比增长，并推动去年第四季度总营收站上1万亿新台币的历史性高位，全年业绩亦创下新高。根据最新公布的月度报告，台积电2025年12月合并营收约为新台币3350.03亿元，较上月环比微降2.5%，但较2024年同期大幅增长20.4%。这一稳健增长为2025年画上了圆满的句号。尽管面临宏观经济环境的些许不确定性，但20%以上的同比增速依然彰显了台积电业务的强劲韧性。该业绩略超市场预期，主要得益于高端计算和人工智能应用对先进制程的持续、旺盛需求，有效抵消了部分消费电子领域传统淡季的影响基于已公布的月度数据测算，台积电在2025年第四季度（10月至12月）的营收表现尤为突出。数据显示，其第四季度营收达到约新台币1.046万亿元（约合331.1亿美元），同比增长约20%。另有测算指出，该季度营收约为1.05万亿新台币。这一成绩不仅显著超越了市场分析师此前预估的均值（约1.036万亿新台币），也完全落在公司此前给出的业绩指引区间内。纵观全年，台积电2025年1月至12月的累计营收约为新台币3.81万亿元，较2024年同期增长31.6%，再次刷新历史纪录。作为英伟达（NVIDIA）、超微半导体（AMD）以及众多自研AI芯片的云服务巨头（如谷歌、亚马逊、微软等）的主要代工厂，台积电的产能几乎被这些高端订单所填满。花旗集团等机构分析师此前曾预测，在英伟达的强劲推动下，台积电来自AI相关领域的营收将在2025年实现显著增长，甚至可能改变其最大客户结构。尽管消费电子和汽车半导体等领域需求有所波动，但AI需求的“压舱石”作用确保了公司整体营收的稳健上行。与此同时，台积电在先进制程上的领先地位与产能扩张也为营收增长提供了坚实基础。据悉，其最先进的2纳米制程量产进展超出预期，初期月产能已达一定规模，并计划在年底前大幅提升，有望成为其历史上最成功的制程节点之一。据国际顶级投行摩根大通（JPMorgan）近日发布的研究报告显示，台积电最新一代的2纳米（N2）制程工艺自进入客户流片（Tape-out）阶段以来，市场反响空前热烈。其流片数量已达到当年3纳米（N3）工艺同期水平的1.5倍。摩根大通的预测，台积电有望凭借其2nm及后续更先进工艺的领先地位，一举拿下全球AI加速器市场超过95%的份额。台积电预计将于近期公布2025年第四季度的完整财务报告，并提供对2026年第一季度及全年的业绩展望。","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 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