全球科技公司将在2026年花费6 500亿美元用于数据中心,从而刺激对人工智能芯片的需求,特别是有利于TSMC。 Global tech firms will spend $650 billion on data centers in 2026, boosting demand for AI chips, especially benefiting TSMC.

在2026年,全球技术公司预计将花费6 500亿美元,用于经AI需求推动的数据中心升级,从而增加半导体的需求。 In 2026, global tech firms are expected to spend $650 billion on data center upgrades fueled by AI demand, boosting semiconductor needs. 台湾半导体制造公司(TSMC)将获益最大,是Nvidia和Broadcom等主要AI公司的主要芯片制造商,利用其技术优势并扩大美国的生产。 Taiwan Semiconductor Manufacturing (TSMC) is set to benefit most, as the primary chipmaker for major AI companies like Nvidia and Broadcom, leveraging its technological edge and expanding U.S. production. 由于三星和英特尔的竞争有限,TSMC的AI芯片收入预计将从2024年增长近60%至2029年。 With limited competition from Samsung and Intel, TSMC’s AI chip revenue is forecast to rise nearly 60% from 2024 to 2029. 尽管增长前景强劲,但其股票仍然以22倍的远期收益合理定价,成为AI基础设施激增中的一项关键投资。 Despite strong growth prospects, its stock remains reasonably priced at 22 times forward earnings, making it a key investment play in the AI infrastructure surge.