台积电维持2025年强劲展望,加码美国扩张计划

直播速递
17 Apr

台积电讨论了2025年第一季度业绩和未来展望:
1. Q1营收255亿美元,环比下降5.1%,受智能手机季节性影响,但AI需求增长抵消部分影响。
2. Q2指引:营收284-292亿美元(环比增长13%),毛利率57-59%。
3. 维持2025全年营收增长预期接近20%。
4. 预计2025年AI相关营收将翻倍,需求持续强劲。
5. 计划在亚利桑那州追加1000亿美元投资,使美国总投资达到1650亿美元。
6. 海外晶圆厂扩张预计2025年将导致2-3%毛利率稀释,后期扩大到3-4%。
声明:本业绩会速递内容由人工智能生成,仅供参考,因技术所限可能存在不准确之处,不构成任何投资建议或承诺。

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