台积电Q1营收降3.4%,Q2预期增13%,AI需求持续推动

业绩会速递
Apr 17
台积电2025年第一季度业绩电话会议要点:
1. 营收:环比下降3.4%(新台币计价,美元计价下降5.1%),主要受智能手机季节性影响,部分被AI相关需求增长抵消。
2. 毛利率:58.8%,环比下降0.2个百分点。
3. 每股盈利:新台币13.94元
4. 技术营收占比:3纳米(22%),5纳米和7纳米(51%),先进技术(7纳米及以下)占晶圆收入73%。
5. 2025年第二季度指引:营收预期280-292亿美元,环比增长13%。毛利率预期57-59%。
6. 2025年资本预算:380-420亿美元,其中70%用于先进制程技术。
7. 海外扩张:预计2025年海外晶圆厂(熊本和亚利桑那)产能提升将导致2-3%的毛利率稀释。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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