穆勒时代
04-17
妥妥的资本家压榨,毛利润那么高
超预期!台积电Q1净利润同比增长60.3%,发布乐观业绩指引
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KenWang
04-18
KenWang
遥遥领先的技术当然值得高利润了
什么也没有了~
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tg-height=\"594\"/></p><p>本季度毛利率为58.8%,营业利润率为48.5%,净利润率为43.1%。</p><p style=\"text-align: left;\">第一季度,3纳米出货量占晶圆总收入的22%,5纳米占36%,7纳米占15%。先进技术(定义为7纳米及更先进的技术)占晶圆总收入的73%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fcacdecb531e78ec693fcb5782728086\" title=\"\" tg-width=\"1357\" tg-height=\"534\"/></p><p><strong>业绩电话会:</strong></p><p>台积电表示预计Q2销售额在284亿美元至292亿美元,环比增长超13%,同比增长超36%,远超市场预期的271.6亿美元。预计2025年以美元计的销售额增长率在20%-30%区间中段。</p><p style=\"text-align: justify;\">台积电预计第二季度营业利润率将达47%至49%,上一季度为48.5%。预计第二季度毛利率将达到57%至59%,上一季度为58.8%。但警告海外晶圆厂将对利润空间产生影响。</p><p style=\"text-align: justify;\">台积电维持2025年资本支出在380亿-420亿美元不变,预计2025年人工智能相关收入将实现翻倍增长。</p><p style=\"text-align: justify;\">在关税问题上,台积电表示未观察到客户行为因美国关税而发生任何变化。</p><p style=\"text-align: justify;\">在海外建厂问题上,台积电表示亚利桑那第二厂建设已完成,目前正加快产能规模提升进度。亚利桑那第三厂计划在今年晚些时候开始投产。日本和欧洲晶圆厂扩建计划没有放缓。</p><p style=\"text-align: justify;\">在制程方面,台积电目前预计今年下半年将开始量产2nm芯片。来自苹果等美国客户对人工智能的需求非常强劲,需在美国扩大产能。预计约30%的2nm产能将布局在亚利桑那州。</p><p style=\"text-align: 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n超预期!台积电Q1净利润同比增长60.3%,发布乐观业绩指引\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-04-17 13:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>【直播】<a href=\"https://laohu8.com/RN?name=RNLive&rndata=%7B%22liveId%22:%221829098619281408%22,%22type%22:1%7D\" title=\"台积电2025年Q1业绩电话会\" target=\"_blank\" class=\"\">台积电2025年Q1业绩电话会</a></strong></p><p>4月17日,<a href=\"https://laohu8.com/S/TSM\">台积电</a>发布2025年第一季度业绩。财报显示,第一季度营收8392.54亿新台币,市场预期8343.03亿新台币,去年同期5926.4亿新台币,同比增长41.6%;净利润3616亿新台币,市场预期3476.65亿新台币,去年同期2255亿新台币,同比增长60.3%;每股收益13.94新台币,市场预期13.58新台币,去年同期8.7新台币,同比增长60.4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/587341fbc36a882ea8af943f81b543e2\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1da0beef8da83ab029c1859b9391d109\" title=\"\" tg-width=\"1278\" tg-height=\"594\"/></p><p>本季度毛利率为58.8%,营业利润率为48.5%,净利润率为43.1%。</p><p style=\"text-align: left;\">第一季度,3纳米出货量占晶圆总收入的22%,5纳米占36%,7纳米占15%。先进技术(定义为7纳米及更先进的技术)占晶圆总收入的73%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fcacdecb531e78ec693fcb5782728086\" title=\"\" tg-width=\"1357\" tg-height=\"534\"/></p><p><strong>业绩电话会:</strong></p><p>台积电表示预计Q2销售额在284亿美元至292亿美元,环比增长超13%,同比增长超36%,远超市场预期的271.6亿美元。预计2025年以美元计的销售额增长率在20%-30%区间中段。</p><p style=\"text-align: justify;\">台积电预计第二季度营业利润率将达47%至49%,上一季度为48.5%。预计第二季度毛利率将达到57%至59%,上一季度为58.8%。但警告海外晶圆厂将对利润空间产生影响。</p><p style=\"text-align: justify;\">台积电维持2025年资本支出在380亿-420亿美元不变,预计2025年人工智能相关收入将实现翻倍增长。</p><p style=\"text-align: justify;\">在关税问题上,台积电表示未观察到客户行为因美国关税而发生任何变化。</p><p style=\"text-align: justify;\">在海外建厂问题上,台积电表示亚利桑那第二厂建设已完成,目前正加快产能规模提升进度。亚利桑那第三厂计划在今年晚些时候开始投产。日本和欧洲晶圆厂扩建计划没有放缓。</p><p style=\"text-align: justify;\">在制程方面,台积电目前预计今年下半年将开始量产2nm芯片。来自苹果等美国客户对人工智能的需求非常强劲,需在美国扩大产能。预计约30%的2nm产能将布局在亚利桑那州。</p><p style=\"text-align: justify;\">今年努力加倍扩大CoWoS产能,仍需大量扩充产能以满足CoWoS需求,2026年CoWoS供需关系将会更加平衡。</p><p>财报发布后,台积电美股夜盘持续拉升,现涨超5%;英伟达、AMD等其他芯片股夜盘跟随走高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a83d34b2305477b6dae99fb47f942a7\" title=\"\" tg-width=\"396\" tg-height=\"570\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ab46ee73bd1bbc4ed7da6a69f14e5d5","relate_stocks":{"TSM":"台积电"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135975094","content_text":"【直播】台积电2025年Q1业绩电话会4月17日,台积电发布2025年第一季度业绩。财报显示,第一季度营收8392.54亿新台币,市场预期8343.03亿新台币,去年同期5926.4亿新台币,同比增长41.6%;净利润3616亿新台币,市场预期3476.65亿新台币,去年同期2255亿新台币,同比增长60.3%;每股收益13.94新台币,市场预期13.58新台币,去年同期8.7新台币,同比增长60.4%。本季度毛利率为58.8%,营业利润率为48.5%,净利润率为43.1%。第一季度,3纳米出货量占晶圆总收入的22%,5纳米占36%,7纳米占15%。先进技术(定义为7纳米及更先进的技术)占晶圆总收入的73%。业绩电话会:台积电表示预计Q2销售额在284亿美元至292亿美元,环比增长超13%,同比增长超36%,远超市场预期的271.6亿美元。预计2025年以美元计的销售额增长率在20%-30%区间中段。台积电预计第二季度营业利润率将达47%至49%,上一季度为48.5%。预计第二季度毛利率将达到57%至59%,上一季度为58.8%。但警告海外晶圆厂将对利润空间产生影响。台积电维持2025年资本支出在380亿-420亿美元不变,预计2025年人工智能相关收入将实现翻倍增长。在关税问题上,台积电表示未观察到客户行为因美国关税而发生任何变化。在海外建厂问题上,台积电表示亚利桑那第二厂建设已完成,目前正加快产能规模提升进度。亚利桑那第三厂计划在今年晚些时候开始投产。日本和欧洲晶圆厂扩建计划没有放缓。在制程方面,台积电目前预计今年下半年将开始量产2nm芯片。来自苹果等美国客户对人工智能的需求非常强劲,需在美国扩大产能。预计约30%的2nm产能将布局在亚利桑那州。今年努力加倍扩大CoWoS产能,仍需大量扩充产能以满足CoWoS需求,2026年CoWoS供需关系将会更加平衡。财报发布后,台积电美股夜盘持续拉升,现涨超5%;英伟达、AMD等其他芯片股夜盘跟随走高。","news_type":1},"isVote":1,"tweetType":1,"viewCount":233,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":29,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":425691394175784,"commentId":"425691394175784","gmtCreate":1744938075148,"gmtModify":1744938078981,"authorId":3458937257965366,"author":{"id":3458937257965366,"idStr":"3458937257965366","authorId":3458937257965366,"name":"KenWang","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":425415913431328,"objectIdStr":"425415913431328","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"遥遥领先的技术当然值得高利润了","text":"遥遥领先的技术当然值得高利润了","html":"遥遥领先的技术当然值得高利润了","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/425415913431328"}
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