台積電夜盤升近2%,一季度净利润飙升60%,好于预期

老虎資訊
17 Apr

台積電 2025 Q1 業績電話會議,click睇詳情>>

台積電夜盤升近2%

全球最大的芯片制造商台积电(TSM.N)周四公布第一季度净利润增长60%,超过市场预期,这得益于人工智能应用中半导体需求的激增。台积电的客户包括苹果和英伟达,该公司1-3月净利润从上年同期的2,255亿元新台币增至3,616亿元新台币,超过了机构预期的3,546亿元新台币。

台積電第一季合併營業收入8,392.5億台幣(下同),按年增長41.6%,按季減少3.4%。營業利益4,070.8億元,按年增長63.5%,按季減少4.4%。稅後純益3,615.64億元,按年增長60.3%,按季減少3.5%。每股盈餘13.94元(折合美國存託憑證每單位為2.12美元)。若以美元計算,2025年第一季營業收入為255.3億,按年增加35.3%,按季減少5.1%。

期內,公司毛利率為58.8%,營業利益率為48.5%,稅後純益率為43.1%。3納米製程出貨佔台積公司2025年第一季晶圓銷售金額的22%,5納米製程出貨佔全季晶圓銷售金額的36%;7納米製程出貨則佔全季晶圓銷售金額的15%。總體先進製程(包括7納米及更先進製程)營業收入達到全季晶圓銷售金額的73%。

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