AI芯片需求持续井喷台积电(TSM.US)业绩与展望全线超预期! Q4净利猛增57%_老虎社区_美港股上老虎

AI芯片需求持续井喷台积电(TSM.US)业绩与展望全线超预期! Q4净利猛增57%

智通财经2025-01-16

智通财经APP获悉，台积电(TSM.US)预计的2025年第一季度销售额和资本支出超出分析师的预期，这激发了人们对 2025 年人工智能硬件支出将保持弹性的希望。与此同时，台积电2024年第四季度净利润大幅增长 57%，超出市场普遍预期，这给希望看到 AI 硬件支出热潮延续至 2025 年的投资者带来了提振。台积电Q4毛利率高达59%，超市场预期的58.5%，以及前一个季度的57.8%。接近60%...

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Q4 net profit soared 57%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSM":1,"03145":0.6},"content_text":"智通财经APP获悉，台积电(TSM.US)预计的2025年第一季度销售额和资本支出超出分析师的预期，这激发了人们对 2025 年人工智能硬件支出将保持弹性的希望。与此同时，台积电2024年第四季度净利润大幅增长 57%，超出市场普遍预期，这给希望看到 AI 硬件支出热潮延续至 2025 年的投资者带来了提振。台积电Q4毛利率高达59%，超市场预期的58.5%，以及前一个季度的57.8%。接近60%的超高毛利率对于一家聚焦重资产的芯片制造商来说非常罕见。台积电预计一季度销售额在 250 亿至 258 亿美元，超过分析师平均预测的 244 亿美元。该公司预计今年将在技术和产能升级上投入 380 亿至 420 亿美元，超过分析师预期的 352 亿美元。台积电管理层还预计第一季度毛利率57%至59%，超出市场预估的56.9%。这家全球最大的芯片制造商四季度净利润为 3747 亿新台币(约116亿美元)，平均利润预期为 3698 亿新台币；每股收益为2.24美元，高出市场预期。与此同时，该公司上周公布的销售额好于预期，营收达 268.8 亿美元，同比增长 37.0%。强劲表现延续了多年来的连胜势头，自 2019 年夏季以来，台积电除一个季度外，其他所有季度的利润均超出预期。这一势头最初是由苹果公司的 iPhone 和 iPad 推动的，而人工智能支出周期则推动了英伟达公司的估值超过 3 万亿美元。作为苹果和英伟达的主要芯片制造商，台积电对整个电子行业的前景备受关注。台积电是全球人工智能开发竞赛的最大受益者之一。台积电股价在 2024 年上涨逾 80%，创下 1999 年以来的最大百分比涨幅。ChatGPT 在过去两年中刺激了人工智能基础设施的疯狂建设，但迄今为止缺乏一个能够产生利润的大型人工智能应用，引发了人们对潜在泡沫的担忧。该公司还在努力应对中美科技冲突带来的不确定性。美国本月宣布了新的人工智能芯片出口管制规则，以限制其出口。苹果仍是台积电最大的客户，预计 iPhone 的销量将有所下降。台积电销售额因 AI 芯片需求创下新高摩根士丹利上周表示，预计该公司 2025 年的销售额增长率将达到 20% 左右(以美元计算)。彭博行业研究分析师 Charles Shum 在谈到 2025 年收入前景时表示：“就驱动因素而言，除了持续强劲的 AI 芯片需求外，还有来自新智能手机芯片和 AI PC 的支持，英特尔可能还有更多的外包订单，以及 WiFi 7 芯片。”分析师Steven Tseng表示，拜登政府对先进芯片生产限制为晶体管数量少于 300 亿个的国家豁免芯片，台积电可能能够保留其来自中国现有订单的一半以上。这将使台积电能够维持对中国的智能手机 SoC 和中端计算芯片的销售。中国芯片订单占台积电 1-9 月收入的 12.6%。地缘政治紧张局势推动台积电全球扩张。投资者将关注亚利桑那州和日本工厂的扩张情况，以及额外的扩张计划是否会顺利进行或被推迟。据知情人士透露，台积电计划在欧洲建立更多工厂，重点关注人工智能芯片市场。此外，该公司还在德国德累斯顿建设工厂。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"2","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}