台积电报告称，由于 AI 芯片需求旺盛，第二季度净利润增长 36%，其中 HPC 占其收入的一半以上。 TSMC reports 36% 2Q net profit increase due to high AI chip demand, with HPC now accounting for over half its revenue.
台湾半导体制造股份有限公司（TSMC）报告称，AI芯片需求激增，导致其第二季度净利润增长36%，业务重点发生重大转变。 Taiwan Semiconductor Manufacturing Co. (TSMC) has reported a surge in demand for AI chips, leading to a 36% increase in its second-quarter net profit and a significant shift in its business priorities. 这家全球最大的合约芯片制造商为苹果和英伟达提供芯片，目前其一半以上的收入来自高性能计算，而高性能计算是其业务中受人工智能需求推动的部分。 The world's largest contract chipmaker, which supplies Apple and Nvidia, now generates more than half of its revenue from high-performance computing, the segment of its business powered by AI demand. 这标志着HPC部门首次占据台积电销售额的大部分。 This marks the first time that the HPC group has accounted for the majority of sales for TSMC. 由于人工智能芯片需求激增，该公司已上调全年营收预测。 The company has revised its full-year revenue forecast upward due to the surge in demand for AI chips.