中东战争前AI需求不减台积电(TSM.US)2月营收同比增22%

智通财经03-10

智通财经APP获悉，台积电(TSM.US)周二公布，1月和2月的合并营收增长至7189亿新台币(合226亿美元)。分析师平均预期第一季度增长33%。2月营收增长了22%，其增长受到了春节假期的影响——2025年的春节假期在1月份。台积电今年前两个月的营收增长了30%，这主要得益于中东冲突爆发前人工智能基础设施建设步伐强劲。作为英伟达、AMD和博通的首选芯片制造商，台积电是全球人工智能产业的晴雨表。...

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中东战争前AI需求不减 台积电(TSM.US)2月营收同比增22%

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中东战争前AI需求不减台积电(TSM.US)2月营收同比增22%