TSMC的2026年1月收入年同比猛增36.8%,达到127.1亿美元,其驱动因素是强烈的AI和非AI芯片需求,预计全年2026年的销售将增长近30%。 TSMC's January 2026 revenue surged 36.8% year-on-year to $12.71 billion, driven by strong AI and non-AI chip demand, with full-year 2026 sales projected to grow nearly 30%.

TSMC报告2026年1月的收入为127.1亿美元,比一年前增加了36.8%,其驱动因素是对AI和非AI芯片的强劲需求。 TSMC reported $12.71 billion in January 2026 revenue, a 36.8% increase from a year earlier, driven by strong demand for AI and non-AI chips. 该公司预计2026年全年销售增长近30%,超过了全球铸造市场预期14%的增长速度,并计划将资本支出增加37%。 The company projected nearly 30% full-year 2026 sales growth, outpacing the expected 14% rise for the global foundry market, and plans to increase capital spending by up to 37%. CFO Wendell Huang(CFO Wendell Huang)预测2026年第一季度销售额为346-358亿美元,总利润为63-65%,高于2025年Q4的62.3%,原因是提高了效率和能力利用率。 CFO Wendell Huang forecast first-quarter 2026 sales of $34.6–35.8 billion and gross margins of 63%–65%, up from 62.3% in Q4 2025, due to improved efficiency and higher capacity utilization. 2025年全年总差值达到59.9%,比2024年增加3.8个百分点,长期目标超过56%。 Full-year 2025 gross margin reached 59.9%, a 3.8-percentage-point gain from 2024, with long-term targets above 56%.