台积电（TSMC）近日公布了2024年第一季度财报，业绩表现强劲，超出市场预期。营收达到203亿美元，同比增长16.5%；净利润为81.3亿美元，同比增长21%。这一增长主要得益于人工智能（AI）相关芯片需求的爆发式增长，尤其是高性能计算（HPC）业务板块贡献了近50%的营收。此外，5纳米及更先进制程（如3纳米）的产能利用率持续提升，成为利润增长的关键驱动力。台积电在财报电话会议中表示，2024年全年资本支出维持在300亿至320亿美元之间，主要用于推进2纳米制程的研发与量产，预计2025年下半年开始量产。公司还强调其在美国、日本和欧洲的海外扩产计划正按部就班进行，以满足全球客户日益增长的本地化制造需求。展望未来，台积电对AI、汽车电子和物联网等长期增长领域保持乐观，并预计第二季度营收将继续环比增长约7%至12%。整体来看，台积电凭借技术领先优势和多元化客户结构，在全球半导体产业链中的核心地位进一步巩固。
Taiwan Semiconductor Manufacturing Company (TSMC) recently released its Q1 2024 financial results, delivering stronger-than-expected performance. Revenue reached $20.3 billion, up 16.5% year-over-year, while net profit stood at $8.13 billion, a 21% increase from the same period last year. This growth was primarily driven by surging demand for artificial intelligence (AI)-related chips, with the High-Performance Computing (HPC) segment accounting for nearly half of total revenue. Additionally, improved utilization rates for advanced nodes—particularly 5nm and 3nm processes—significantly boosted profitability.During the earnings call, TSMC reaffirmed its 2024 capital expenditure guidance of $30–32 billion, largely allocated to developing and ramping up its 2nm process technology, which is expected to enter volume production in the second half of 2025. The company also noted that its overseas expansion projects in the U.S., Japan, and Europe are progressing as planned to meet growing customer demand for localized manufacturing.Looking ahead, TSMC remains optimistic about long-term growth drivers such as AI, automotive electronics, and the Internet of Things (IoT), and forecasts Q2 revenue to increase by 7% to 12% sequentially. Overall, TSMC continues to solidify its position as a cornerstone of the global semiconductor supply chain, backed by technological leadership and a diversified client base.
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