【花旗：台积电2025年人工智能收入有望大幅增长】金十数据1月2日讯，花旗分析师在一份研究报告中表示，2025年，随着英伟达(NVDA.O)可能成为台积电(TSM.N)的第一大或第二大客户，并贡献20%的营收，台积电的人工智能相关收入可能会大幅增长。他们表示，除了英伟达，定制人工智能芯片（ASIC）在未来两到三年的发展势头也可能支持台积电的业务。他们表示，由于大多数人工智能芯片将从2025年底开始转向3纳米工艺，技术升级带来的平均销售价格上涨可能会进一步支持台积电到2026年的盈利增长。花旗预计，台积电2025年的收入增长率将达到20%-25%，毛利率将达到50%的高位。该公司补充称，台积电2025年的资本支出可能在350亿至380亿美元之间。
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