台积电美国芯片制造初见成效，先进制程布局稳步推进_老虎社区_美港股上老虎

台积电美国芯片制造初见成效，先进制程布局稳步推进

中关村在线2025-08-19

今年第二季度，台积电凭借在先进制程技术上的领先优势，实现了亮眼的财务表现。公司税后净利润达到3982.7亿新台币，较去年同期增长超过60%，净利润率高达42.7%，显示出强劲的盈利能力。更值得注意的是，台积电在美国的芯片制造投资开始显现成效。其美国子公司当季实现了42.3亿新台币的税后利润，尽管这一数字在公司整体利润中占比不大，但意义深远，标志着美国芯片制造布局迈出了关键一步。根据规划，台积电在...

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山顶老虎跑得快
·2025-08-19
直接全搬过去吧，估值直接五万亿美元
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01:21","market":"us","language":"zh","title":"台积电美国芯片制造初见成效，先进制程布局稳步推进","url":"https://stock-news.laohu8.com/highlight/detail?id=2560072158","media":"中关村在线","summary":"今年第二季度，台积电凭借在先进制程技术上的领先优势，实现了亮眼的财务表现。更值得注意的是，台积电在美国的芯片制造投资开始显现成效。根据规划，台积电在美国的总投资将达1650亿美元。在美国发展先进半导体制造并非易事。在这样的背景下，台积电的美国工厂能够迅速实现盈利，无疑是一个积极信号，表明在美国进行高端半导体制造具备可行性。根据公司规划，未来其至少有30%的先进制程产能将设在美国。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20250819095813578d152cg8tx07tx2w\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250819095819280d15265wsrz6a7ug\"/><p>今年第二季度，<a href=\"https://laohu8.com/S/TSM\">台积电</a>凭借在先进制程技术上的领先优势，实现了亮眼的财务表现。公司税后<span>净利润</span>达到3982.7亿新台币，较去年同期增长超过60%，净利润率高达42.7%，显示出强劲的盈利能力。</p><p>更值得注意的是，台积电在美国的芯片制造投资开始显现成效。其美国子公司当季实现了42.3亿新台币的税后利润，尽管这一数字在公司整体利润中占比不大，但意义深远，标志着美国芯片制造布局迈出了关键一步。</p><p>根据规划，台积电在美国的总投资将达1650亿美元。即便有美国芯片法案提供的数十亿美元补贴，这笔投资的规模依然庞大，也让外界对这笔资金的回报产生诸多疑问。</p><p>在美国发展先进半导体制造并非易事。本土最大的半导体制造商<a href=\"https://laohu8.com/S/INTC\">英特尔</a>近年来陷入困境，先进制程研发要么亏损严重，要么面临投资放缓甚至停滞的风险。在这样的背景下，台积电的美国工厂能够迅速实现盈利，无疑是一个积极信号，表明在美国进行高端半导体制造具备可行性。</p><p>过去有诸多报道指出，美国在建厂成本、人才招聘等方面存在显著挑战，特别是稳定的技术工人难以保障。台积电的实践则显示出，这些问题虽然存在，但并非无法克服。</p><p>目前，台积电在美国亚利桑那州建设的第一座工厂P1已经正式投产，采用的是4nm制程工艺，产能已被<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>等主要客户预订一空。第二座工厂P2将用于生产3nm工艺产品，目前建筑主体已完工，即将进入设备安装阶段，预计要到明年第三季度才能完成机台移入。</p><p>未来，台积电还计划在当地建设第三、第四座晶圆厂以及配套的先进封装测试设施。2nm乃至更先进的1.4nm工艺也将逐步转移到美国生产。根据公司规划，未来其至少有30%的先进制程产能将设在美国。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>台积电美国芯片制造初见成效，先进制程布局稳步推进</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n台积电美国芯片制造初见成效，先进制程布局稳步推进\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-19 01:21 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025081909582494ec352d&s=b><strong>中关村在线</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年第二季度，台积电凭借在先进制程技术上的领先优势，实现了亮眼的财务表现。公司税后净利润达到3982.7亿新台币，较去年同期增长超过60%，净利润率高达42.7%，显示出强劲的盈利能力。更值得注意的是，台积电在美国的芯片制造投资开始显现成效。其美国子公司当季实现了42.3亿新台币的税后利润，尽管这一数字在公司整体利润中占比不大，但意义深远，标志着美国芯片制造布局迈出了关键一步。根据规划，台积电在...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025081909582494ec352d&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" 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