台积电第二季度净利润激增77.4%并上调全年业绩展望TSMC Hikes Full-Year Outlook as Second-Quarter Profit Surges 77.4%
台湾积体电路制造股份有限公司（台积电）于周四正式公布了其第二季度的财务业绩。财报显示，台积电第二季度净利润同比大幅增长77.4%，不仅轻松超出了市场分析师的普遍预测，还实现了连续第五个季度创下历史新高的纪录。在截至今年6月的三个月中，这家总部位于台湾的全球最大晶圆代工制造商的净利润达到历史新高，且较前一季度增长了23.4%。与此同时，台积电在第二季度实现的营业收入达到1.27万亿新台币，与去年同期的9337.9亿新台币相比增长了36%，表现十分亮眼。在技术构成方面，包括7纳米及以下在内的先进制程技术已经占到台积电总晶圆收入的77%，公司在6月份也录得了非常强劲的单月销售表现，从而为整个季度画上了圆满的句号。 基于第二季度的强劲表现，台积电决定上调其全年的资本支出和营业收入预测。这一上调举措反映出公司对于芯片和数据中心需求持续强劲增长的强烈信心，并预计这一增长势头将一直延续到2027年。在周四的交易中，台积电的股价上涨了1.23%，这也使得该股自今年年初以来的累计涨幅已经超过了58%。
Taiwan Semiconductor Manufacturing Co (TSMC) reported a 77.4% year-on-year surge in second-quarter net income, beating analyst estimates and marking a record high for the fifth consecutive quarter. According to financial results released on Thursday, the world's largest contract chipmaker saw its net income for the three months ended in June rise 23.4% from the previous quarter. TSMC's second-quarter revenue reached NT$1.27 trillion, representing a 36% increase from NT$933.79 billion in the same period last year. Advanced technologies, defined as 7-nanometer and under, accounted for 77% of the company's total wafer revenue, following a quarter of growth that included strong sales performance in June. Driven by this performance, TSMC raised its spending and revenue projections for the entire year. This upward revision reflects the company's confidence that the rapid growth in demand for chips and data centers will extend into 2027. Following the earnings release, TSMC's shares rose 1.23% on Thursday, bringing the stock's cumulative gains to more than 58% so far this year.
01第二季度业绩创历史新高Record-Breaking Second-Quarter Financial Results
台湾积体电路制造股份有限公司（台积电）在第二季度交出了强劲的财务答卷，其净利润大幅超出市场预期。财报显示，在截至6月的三个月中，台积电的净利润打破了伦敦证券交易所集团（LSEG）的智能预估，该预估更侧重于预测一贯更准确的分析师。这一表现使这家台湾科技巨头得以连续第五个季度创下净利润历史新高，且较前一季度增长了23.4%。
Taiwan Semiconductor Manufacturing Co (TSMC) delivered an exceptionally strong financial performance for the second quarter, with its net income significantly exceeding market expectations. According to the company's financial report, the net income for the three months ended in June shattered the LSEG SmartEstimates, which are weighted toward forecasts from analysts who are more consistently accurate. With this performance, the Taiwanese chip giant achieved a record-high net income for the fifth consecutive quarter, representing a substantial 23.4% increase compared to the first quarter of the year.
与此同时，台积电的营业收入也实现大幅增长，飙升至1.27万亿新台币，较去年同期的9337.9亿新台币增长了36%。这些财务数据反映了台积电在半导体行业中的地位，这主要得益于高端芯片的持续繁荣以及强劲的市场需求，这些因素不断将该公司的业绩推向新高度。
The company's revenue also experienced massive growth, surging to NT$1.27 trillion. This represents a 36% jump from the NT$933.79 billion recorded in the same period last year. These financial results reflect TSMC's position in the semiconductor industry, driven by an ongoing boom in high-end chips and robust demand that has consistently pushed the company's earnings to new heights.
02先进制程技术主导营收Advanced Technologies Dominate Revenue
在台积电的营收结构中，先进制程技术继续占据主导地位。根据该公司公布的数据，定义为7纳米及以下制程的先进制程技术，在第二季度已占到其总晶圆收入的77%。这一高比例凸显了全球市场对高性能、高能效芯片的强劲需求，也反映出台积电在尖端半导体制造领域的领先地位。
Advanced technologies continue to dominate TSMC's revenue structure. According to the company's financial disclosure, advanced technologies, which are defined as 7-nanometer and under, accounted for 77% of TSMC's total wafer revenue during the second quarter. This high proportion reflects the global market's strong demand for high-performance, energy-efficient chips and highlights TSMC's leading position in cutting-edge semiconductor manufacturing.
此外，台积电在今年第二季度以极其强劲的销售表现收官。本周早些时候公布的数据显示，该公司在6月份录得了极其亮眼的单月销售业绩。这一表现不仅为整个季度的强劲增长奠定了坚实基础，也进一步印证了高端芯片市场的持续繁荣。
Furthermore, TSMC capped off a quarter of massive growth with an exceptionally strong sales performance in June. The stellar sales figures released earlier this week demonstrated robust momentum at the end of the quarter, providing a solid foundation for the company's overall financial success and confirming the ongoing boom in the high-end chip market.
全球半导体与AI芯片产业近期发展脉络Recent Developments in Global Semiconductor and AI Chip Industries
展示在台积电公布强劲财报前，全球半导体巨头与各国政府在AI芯片领域的密集布局与市场波动
To show the intensive layouts and market fluctuations of global semiconductor giants and governments in the AI chip sector leading up to TSMC's strong earnings report
美光科技第三财季营收大幅增长至四倍以上，缓解了市场对人工智能需求的担忧，推动全球科技股大涨。
Micron Technology's fiscal third-quarter revenue more than quadrupled, easing market fears over AI demand and boosting global tech stocks.
韩国总统李在明宣布了一项总额达6500亿美元的大型投资计划，旨在主导全球人工智能和芯片市场，三星和SK海力士等巨头预计将参与其中。
South Korean President Lee Jae-myung announced a massive $650 billion investment drive to dominate the global AI and chip markets, with giants like Samsung and SK Hynix expected to participate.
韩国半导体巨头SK海力士通过在美发行存托股份成功募资265亿美元，创下外国公司在美IPO纪录，旨在筹集资金扩大其AI存储芯片产能。
South Korean semiconductor giant SK Hynix raised $26.5 billion in a record-breaking US IPO to fund the expansion of its AI memory chip capacity.
在纳斯达克首秀大涨后，因投资者获利回吐及对存储芯片行业见顶的担忧，SK海力士首尔股价暴跌15.4%，创历史最大单日跌幅。
Following its strong Nasdaq debut, SK Hynix shares in Seoul plummeted 15.4% due to profit-taking and concerns over the memory chip market peaking.
台湾第二大晶圆代工企业联电与新加坡SILITH合作，量产首批硅光子晶圆，以满足人工智能和数据中心对高速光学互连的需求。
Taiwan's second-largest contract chipmaker UMC partnered with Singapore's SILITH to mass-produce silicon photonics wafers, addressing AI and data center demands for high-speed optical interconnects.
03上调全年业绩与支出展望Upward Revision of Full-Year Sales and Spending Outlook
台积电在公布强劲第二季度业绩的同时，决定上调其全年的资本支出和营业收入预测。这一决策直接反映出该公司对未来市场发展的强烈信心。台积电预计，全球市场对半导体芯片和数据中心的极高需求增长势头将非常强劲，并且这一增长趋势将一直延续到2027年。
Alongside its strong second-quarter financial results, TSMC made the decision to raise its spending and revenue projections for the entire year. This upward revision directly reflects the company's robust confidence in the future market landscape. TSMC expects that the torrid growth in demand for semiconductor chips and data centers will remain exceptionally strong, with this growth momentum extending all the way into 2027.
通过提高全年的支出和营收展望，台积电向外界展示了其在应对全球数字化和人工智能基础设施建设浪潮中的核心地位。公司对长期市场需求的乐观预期，也为半导体行业整体的持续繁荣提供了有力的支撑。这一展望的上调表明，当前的行业繁荣并非短期现象，而是具有更长周期的增长，台积电正积极准备以满足这一长期的市场需求。
By raising its full-year capital expenditure and sales outlook, TSMC has demonstrated its pivotal role in addressing the global wave of digitalization and artificial intelligence infrastructure development. The company's optimistic projection for long-term market demand provides strong support for the continued prosperity of the broader semiconductor industry. This revision indicates that the current industry boom is not a short-term phenomenon, but rather a long-term growth cycle that TSMC is actively preparing to support.
04市场反应与股价表现Market Reaction and Stock Performance
在台积电公布强劲财务业绩和乐观的前景展望后，资本市场对此做出了积极的反应。在周四的交易中，台积电的股价上涨了1.23%。这一上涨不仅反映了投资者对该公司最新季度业绩的认可，也体现了市场对其在半导体行业中持续领先地位的信心。
Following the announcement of its strong financial results and optimistic outlook, TSMC's shares experienced a positive reaction in the stock market. On Thursday, the company's stock rose 1.23%, reflecting investors' immediate approval of the record-breaking quarterly performance and their confidence in the chipmaker's ongoing leadership within the global semiconductor industry.
此次上涨进一步延续了台积电今年以来在资本市场上的强劲表现。截至目前，该股在今年以来的累计涨幅已经超过了58%。这一显著的股价增长不仅使台积电成为今年表现最亮眼的科技股之一，也表明了全球投资者对人工智能和高端芯片市场长期增长潜力的持续看好。
This daily gain further extends TSMC's exceptional performance in the capital markets throughout the year. So far this year, the company's stock has accumulated gains of over 58%. This significant upward trajectory highlights the sustained enthusiasm among global investors for the company's pivotal role in the high-end chip market and the broader artificial intelligence boom.
