【SMM锡快讯：台积电一月营收创记录新高芯片订单并未因AI泡沫担忧而减少】

‌上海有色网02-10

2月10日讯，台积电(TSM.N)1月营收创纪录新高，反映出这家全球科技巨头的芯片订单并未因人工智能领域泡沫担忧而削减。该公司1月营收达到4012.6亿新台币（约合127.1亿美元），同比增长37%，创历史新高。此前投资者担心AI需求降温，因为台积电近几个月的月度营收增长有所放缓，其中10月仅增长16.9%，为2024年2月以来的最慢增幅。随着月度营收势头回升以及其破纪录的2026年资本支出计划，...

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concerns]","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSMX":0.6,"TSMY":0.6,"03145":0.6,"TSM":1.96,"TSMZ":0.6,"STSM":0.6,"TSMG":0.6,"TSMU":0.6},"content_text":"2月10日讯，台积电(TSM.N)1月营收创纪录新高，反映出这家全球科技巨头的芯片订单并未因人工智能领域泡沫担忧而削减。该公司1月营收达到4012.6亿新台币（约合127.1亿美元），同比增长37%，创历史新高。此前投资者担心AI需求降温，因为台积电近几个月的月度营收增长有所放缓，其中10月仅增长16.9%，为2024年2月以来的最慢增幅。随着月度营收势头回升以及其破纪录的2026年资本支出计划，这些担忧有望缓解。此前，在强劲的第四季度业绩基础上，台积电将2026年的资本支出计划提升至520亿至560亿美元，比上年增长27%-37%。公司还预计，继2025年收入增长32%之后，2026年营收将再增长约30%。","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":"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 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【SMM锡快讯：台积电一月营收创记录新高 芯片订单并未因AI泡沫担忧而减少】

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【SMM锡快讯：台积电一月营收创记录新高芯片订单并未因AI泡沫担忧而减少】