TSMC报告说,8月的收入和强劲增长创下了记录,原因是对AI和5G所用先进芯片的需求很高,2024年3nm和5nm工艺收入的60%来自3nm和5nm工艺。
TSMC reports record August revenue and strong growth, driven by high demand for advanced chips used in AI and 5G, with 60% of revenue from 3nm and 5nm processes in 2024.
世界顶尖半导体铸造厂TSMC报告说,对先进芯片的需求不断增长,驱动了强劲的增长,2024年3nm和5nm工艺收入的60%高于2022年的30%。
TSMC, the world’s top semiconductor foundry, reports strong growth driven by rising demand for advanced chips, with 60% of revenue from 3nm and 5nm processes in 2024, up from 30% in 2022.
该公司是四家能大规模生产3nm芯片的公司之一,计划在2025年生产2nm芯片,在2025年8月赚取111.3亿美元,比上一年增长33%。
The company, one of four capable of mass-producing 3nm chips, plans 2nm production in 2025 and earned $11.13 billion in August 2025, a 33% year-over-year increase.
来自北美的收入在 " 问题2 " 中上升到75%,由苹果、Nvidia和AMD等客户支持,而美国政府根据《CHIPS法》提供的奖励刺激了1 650亿美元的美国新制造业投资。
Revenue from North America rose to 75% in Q2, supported by clients like Apple, Nvidia, and AMD, while U.S. government incentives under the CHIPS Act fueled $165 billion in new U.S. manufacturing investments.
先进芯片现在占收入的64%,反映了AI、数据中心和5G驱动装置的增长。
Advanced chips now make up 64% of revenue, reflecting growth in AI, data centers, and 5G-enabled devices.
TSMC预计第三季度收入为318-330亿美元,业务差幅为45.5-47.5%,突出显示其财政实力和全球领导地位。
TSMC expects third-quarter revenue of $31.8–33 billion with a 45.5%–47.5% operating margin, underscoring its financial strength and global leadership.