TSMC预计创下创纪录的15.02B Q4利润, 增加27%, TSMC expects record $15.02B Q4 profit, up 27%, fueled by 3nm chip demand and AI growth.

据预计,TSMC第四季度净利创纪录的150.2亿美元,增长27%,主要是由于其3纳米芯片的全容量使用,iPhone 17中的果A19芯片的强需求以及对人工智能基础设施的需求不断增加. TSMC is expected to report a record $15.02 billion in fourth-quarter net profit, a 27% increase, driven by full capacity use of its 3-nanometer chips, strong demand for Apple’s A19 chip in the iPhone 17, and rising need for AI infrastructure. 收入年同比增长20.45%,是增长的第八个连续季度。 Revenue rose 20.45% year-over-year, marking the eighth straight quarter of growth. 分析家预测,2026年收入将增加25%至30%,并得到即将到来的2公里技术的支持。 Analysts forecast a 25% to 30% revenue increase in 2026, supported by the upcoming 2-nanometer technology. 该公司拥有1.38万亿美元市场上限,将于1月15日公布其全部结果和2026年指南。 The company, with a $1.38 trillion market cap, will release its full results and 2026 guidance on January 15.