戳破 AI 泡沫！魏哲家揭客户用数据说话：他们非常有钱，甚至比台积还好

Ai&芯片那点事儿01-17

台积电今（16 日）举办第四季法说会，谈到对 AI 需求和 AI 泡沫的看法，董事长魏哲家坦言“我也非常紧张”，表示也与客户进行交流，而客户也用具体数据来缓解他的担忧。最后魏哲家也逗趣表示，“我也确认了他们的财务状况，确实是非常有钱，听起来甚至比台积电还好”，引起现场欢笑一片。考虑到台积电大幅提高资本支出，目前市场担心 AI 泡沫是否真实存在。对此，魏哲家坦言“老实说，我也非常紧张。因为我们的资本...

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Wei Zhejia reveals that customers use data to speak for themselves: They are very rich, even better than TSMC","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"03145":0.6,"TSM":1.95},"content_text":"台积电今（16 日）举办第四季法说会，谈到对 AI 需求和 AI 泡沫的看法，董事长魏哲家坦言“我也非常紧张”，表示也与客户进行交流，而客户也用具体数据来缓解他的担忧。最后魏哲家也逗趣表示，“我也确认了他们的财务状况，确实是非常有钱，听起来甚至比台积电还好”，引起现场欢笑一片。考虑到台积电大幅提高资本支出，目前市场担心 AI 泡沫是否真实存在。对此，魏哲家坦言“老实说，我也非常紧张。因为我们的资本支出高达 520 至 560 亿美元，如果没有非常谨慎评估，对台积电来说将会是一场巨大的灾难。”他也表示，过去三、四个月中，他花大量时间与客户、客户的客户进行交流，确保客户的需求是真实存在的。魏哲家表示，在与所有主要的云端服务供应商交流后，他也安心不少，因为供应商提供了具体数据，证明 AI 确实对他们的业务带来实质帮助，让公司在营运与财务回报都实现健康且成功的成长。他也笑称，“我也再次确认了他们的财务状况，他们确实非常富有，听起来甚至比台积电还好”，因此也对此事毫无疑问。接着，魏哲家谈到 AI 实际应用场景，其中有间大型云端服务商分享透过 AI 改善社群媒体软件的效能，带动使用者持续成长。他也认为，从台积电的经验看，AI 应用也提升内部生产力。只要生产力提升 1% 或 2%，对台积电而言几乎是额外的免费收益。这也是为什么即使在成本极高的时期，台积电的毛利率仍能维持在相对不错的水平。魏哲家也认为，“AI 不只是存在，而且正逐步融入我们的日常生活。相信这正是 AI 巨大趋势。”台积电始终专注于核心基本面，包括技术领先、制造卓越，并与客户建立高度信任的合作关系。我认为，正是这些基本因素，使台积电能在未来维持良好的成长动能。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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":"4.42.0","shortVersion":"4.42.0","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/2604002910","isCrawlerRequest":true}