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说说你对这篇新闻的看法...
台积电Q4净利润同比增长35%，2025年全年资本支出409亿美元
DoubleMint
2021-04-24
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13:31","market":"us","language":"zh","title":"台积电Q4净利润同比增长35%，2025年全年资本支出409亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1163034956","media":"老虎资讯综合","summary":"1月15日，台积电发布2025年第四季度业绩。财报显示，第四季度营收为10460.9亿新台币，同比增长20.5%；第四季度净利润5,057亿元台币，市场预估4,670亿元台币；第四季度毛利率62.3％，市场预估60.6％。财报发布后，台积电美股夜盘短线拉升。","content":"<html><head></head><body><p>1月15日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>发布2025年第四季度业绩。财报显示，第四季度营收10460.9亿元台币，同比增长20.5%；第四季度净利润5057.4亿元台币，摊薄后每股收益19.5元台币，均同比增长35%；第四季度毛利率62.3％，市场预估60.6％。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5cd04779d95992a9da265bf2917dc3c\" title=\"\" tg-width=\"1290\" tg-height=\"696\"/></p><p>第四季度，3纳米晶圆出货量占晶圆总收入的28%；5纳米晶圆占35%；7纳米晶圆占14%。先进技术（定义为7纳米及更先进的技术）占晶圆总收入的77%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/42f26c69c737737bf2dee554f0c5085a\" title=\"\" tg-width=\"1296\" tg-height=\"645\"/></p><p>台积电2025年资本支出总计409亿美元。</p><p><strong>业绩电话会：</strong></p><blockquote><p>预计第一季度销售额346亿美元至358亿美元，市场预估332.2亿美元。</p><p style=\"text-align: start;\">预计第一季度毛利率63％至65％，市场预估59.6％。</p><p style=\"text-align: start;\">预计第一季度营业利益率54％至56％，市场预估49.7％。</p><p>预计2026年产能利用率将适度提升。</p><p>预计2026年资本支出520亿美元至560亿美元。</p><p>未来三年资本支出将显著增加。</p><p>长期毛利率达到56%及以上是可实现的。</p><p>2026年存在关税带来的不确定性，将在业务规划中保持审慎。</p><p>预计2026以美元计价的年营收将增长近30%。</p></blockquote><p>财报发布后，美股半导体设备股夜盘集体拉升，<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>涨超5%，<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/AMAT\">应用材料</a>、<a href=\"https://laohu8.com/S/LRCX\">泛林集团</a>涨超4%！</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c972368fb577f907d662120d1a99c711\" title=\"\" tg-width=\"855\" tg-height=\"732\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47c80b6c388684f091195f97d81a4c82\" title=\"\" tg-width=\"855\" tg-height=\"719\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7607672fc50bfef09524ddc31fb11742\" title=\"\" tg-width=\"852\" tg-height=\"726\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0f910b2e546b1f05869c5f9af2cab54\" title=\"\" tg-width=\"852\" tg-height=\"726\"/></p><p><strong>机构分析：AI需求强劲，台积电2026年料继续表现不俗</strong></p><p style=\"text-align: start;\">Counterpoint Research高级分析师Jake Lai表示，AI需求依然非常强劲，推动了整个服务器行业的芯片需求，预测2026年将是AI服务器需求的又一个“突破之年”。由于台积电正在进行的2纳米产能扩建以及新生产线的投入已为公司带来收入，再加上先进封装技术的持续扩展……预计台积电在2026年仍将保持强劲表现。不过，他补充说，与智能手机和个人电脑等消费电子产品相关的芯片需求可能会受到当前内存短缺和价格上涨的影响。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>台积电Q4净利润同比增长35%，2025年全年资本支出409亿美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ 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#eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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台积电Q4净利润同比增长35%，2025年全年资本支出409亿美元\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\">2026-01-15 13:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月15日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>发布2025年第四季度业绩。财报显示，第四季度营收10460.9亿元台币，同比增长20.5%；第四季度净利润5057.4亿元台币，摊薄后每股收益19.5元台币，均同比增长35%；第四季度毛利率62.3％，市场预估60.6％。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5cd04779d95992a9da265bf2917dc3c\" title=\"\" tg-width=\"1290\" tg-height=\"696\"/></p><p>第四季度，3纳米晶圆出货量占晶圆总收入的28%；5纳米晶圆占35%；7纳米晶圆占14%。先进技术（定义为7纳米及更先进的技术）占晶圆总收入的77%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/42f26c69c737737bf2dee554f0c5085a\" title=\"\" tg-width=\"1296\" tg-height=\"645\"/></p><p>台积电2025年资本支出总计409亿美元。</p><p><strong>业绩电话会：</strong></p><blockquote><p>预计第一季度销售额346亿美元至358亿美元，市场预估332.2亿美元。</p><p style=\"text-align: start;\">预计第一季度毛利率63％至65％，市场预估59.6％。</p><p style=\"text-align: start;\">预计第一季度营业利益率54％至56％，市场预估49.7％。</p><p>预计2026年产能利用率将适度提升。</p><p>预计2026年资本支出520亿美元至560亿美元。</p><p>未来三年资本支出将显著增加。</p><p>长期毛利率达到56%及以上是可实现的。</p><p>2026年存在关税带来的不确定性，将在业务规划中保持审慎。</p><p>预计2026以美元计价的年营收将增长近30%。</p></blockquote><p>财报发布后，美股半导体设备股夜盘集体拉升，<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>涨超5%，<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/AMAT\">应用材料</a>、<a href=\"https://laohu8.com/S/LRCX\">泛林集团</a>涨超4%！</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c972368fb577f907d662120d1a99c711\" title=\"\" tg-width=\"855\" tg-height=\"732\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47c80b6c388684f091195f97d81a4c82\" title=\"\" tg-width=\"855\" tg-height=\"719\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7607672fc50bfef09524ddc31fb11742\" title=\"\" tg-width=\"852\" tg-height=\"726\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0f910b2e546b1f05869c5f9af2cab54\" title=\"\" tg-width=\"852\" tg-height=\"726\"/></p><p><strong>机构分析：AI需求强劲，台积电2026年料继续表现不俗</strong></p><p style=\"text-align: start;\">Counterpoint Research高级分析师Jake Lai表示，AI需求依然非常强劲，推动了整个服务器行业的芯片需求，预测2026年将是AI服务器需求的又一个“突破之年”。由于台积电正在进行的2纳米产能扩建以及新生产线的投入已为公司带来收入，再加上先进封装技术的持续扩展……预计台积电在2026年仍将保持强劲表现。不过，他补充说，与智能手机和个人电脑等消费电子产品相关的芯片需求可能会受到当前内存短缺和价格上涨的影响。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ab46ee73bd1bbc4ed7da6a69f14e5d5","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163034956","content_text":"1月15日，台积电发布2025年第四季度业绩。财报显示，第四季度营收10460.9亿元台币，同比增长20.5%；第四季度净利润5057.4亿元台币，摊薄后每股收益19.5元台币，均同比增长35%；第四季度毛利率62.3％，市场预估60.6％。第四季度，3纳米晶圆出货量占晶圆总收入的28%；5纳米晶圆占35%；7纳米晶圆占14%。先进技术（定义为7纳米及更先进的技术）占晶圆总收入的77%。台积电2025年资本支出总计409亿美元。业绩电话会：预计第一季度销售额346亿美元至358亿美元，市场预估332.2亿美元。预计第一季度毛利率63％至65％，市场预估59.6％。预计第一季度营业利益率54％至56％，市场预估49.7％。预计2026年产能利用率将适度提升。预计2026年资本支出520亿美元至560亿美元。未来三年资本支出将显著增加。长期毛利率达到56%及以上是可实现的。2026年存在关税带来的不确定性，将在业务规划中保持审慎。预计2026以美元计价的年营收将增长近30%。财报发布后，美股半导体设备股夜盘集体拉升，阿斯麦涨超5%，台积电、应用材料、泛林集团涨超4%！机构分析：AI需求强劲，台积电2026年料继续表现不俗Counterpoint Research高级分析师Jake Lai表示，AI需求依然非常强劲，推动了整个服务器行业的芯片需求，预测2026年将是AI服务器需求的又一个“突破之年”。由于台积电正在进行的2纳米产能扩建以及新生产线的投入已为公司带来收入，再加上先进封装技术的持续扩展……预计台积电在2026年仍将保持强劲表现。不过，他补充说，与智能手机和个人电脑等消费电子产品相关的芯片需求可能会受到当前内存短缺和价格上涨的影响。","news_type":1,"symbols_score_info":{"TSM":1.5}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372635717,"gmtCreate":1619197887839,"gmtModify":1619197887839,"author":{"id":"3577063394752052","authorId":"3577063394752052","name":"DoubleMint","avatar":"https://static.tigerbbs.com/27afde08c53403b1f1f77eac8602d3e1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577063394752052","idStr":"3577063394752052"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372635717","repostId":"16190065415731","repostType":17,"isVote":1,"tweetType":1,"viewCount":2948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":521910304969984,"gmtCreate":1768455476604,"gmtModify":1768455511986,"author":{"id":"3577063394752052","authorId":"3577063394752052","name":"DoubleMint","avatar":"https://static.tigerbbs.com/27afde08c53403b1f1f77eac8602d3e1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577063394752052","authorIdStr":"3577063394752052"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521910304969984","repostId":"1163034956","repostType":2,"repost":{"id":"1163034956","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1768455109,"share":"https://www.laohu8.com/m/news/1163034956?lang=zh_CN&edition=full","pubTime":"2026-01-15 13:31","market":"us","language":"zh","title":"台积电Q4净利润同比增长35%，2025年全年资本支出409亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1163034956","media":"老虎资讯综合","summary":"1月15日，台积电发布2025年第四季度业绩。财报显示，第四季度营收为10460.9亿新台币，同比增长20.5%；第四季度净利润5,057亿元台币，市场预估4,670亿元台币；第四季度毛利率62.3％，市场预估60.6％。财报发布后，台积电美股夜盘短线拉升。","content":"<html><head></head><body><p>1月15日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>发布2025年第四季度业绩。财报显示，第四季度营收10460.9亿元台币，同比增长20.5%；第四季度净利润5057.4亿元台币，摊薄后每股收益19.5元台币，均同比增长35%；第四季度毛利率62.3％，市场预估60.6％。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5cd04779d95992a9da265bf2917dc3c\" title=\"\" tg-width=\"1290\" tg-height=\"696\"/></p><p>第四季度，3纳米晶圆出货量占晶圆总收入的28%；5纳米晶圆占35%；7纳米晶圆占14%。先进技术（定义为7纳米及更先进的技术）占晶圆总收入的77%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/42f26c69c737737bf2dee554f0c5085a\" title=\"\" tg-width=\"1296\" tg-height=\"645\"/></p><p>台积电2025年资本支出总计409亿美元。</p><p><strong>业绩电话会：</strong></p><blockquote><p>预计第一季度销售额346亿美元至358亿美元，市场预估332.2亿美元。</p><p style=\"text-align: start;\">预计第一季度毛利率63％至65％，市场预估59.6％。</p><p style=\"text-align: start;\">预计第一季度营业利益率54％至56％，市场预估49.7％。</p><p>预计2026年产能利用率将适度提升。</p><p>预计2026年资本支出520亿美元至560亿美元。</p><p>未来三年资本支出将显著增加。</p><p>长期毛利率达到56%及以上是可实现的。</p><p>2026年存在关税带来的不确定性，将在业务规划中保持审慎。</p><p>预计2026以美元计价的年营收将增长近30%。</p></blockquote><p>财报发布后，美股半导体设备股夜盘集体拉升，<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>涨超5%，<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/AMAT\">应用材料</a>、<a href=\"https://laohu8.com/S/LRCX\">泛林集团</a>涨超4%！</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c972368fb577f907d662120d1a99c711\" title=\"\" tg-width=\"855\" tg-height=\"732\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47c80b6c388684f091195f97d81a4c82\" title=\"\" tg-width=\"855\" tg-height=\"719\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7607672fc50bfef09524ddc31fb11742\" title=\"\" tg-width=\"852\" tg-height=\"726\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0f910b2e546b1f05869c5f9af2cab54\" title=\"\" tg-width=\"852\" tg-height=\"726\"/></p><p><strong>机构分析：AI需求强劲，台积电2026年料继续表现不俗</strong></p><p style=\"text-align: start;\">Counterpoint Research高级分析师Jake Lai表示，AI需求依然非常强劲，推动了整个服务器行业的芯片需求，预测2026年将是AI服务器需求的又一个“突破之年”。由于台积电正在进行的2纳米产能扩建以及新生产线的投入已为公司带来收入，再加上先进封装技术的持续扩展……预计台积电在2026年仍将保持强劲表现。不过，他补充说，与智能手机和个人电脑等消费电子产品相关的芯片需求可能会受到当前内存短缺和价格上涨的影响。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>台积电Q4净利润同比增长35%，2025年全年资本支出409亿美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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台积电Q4净利润同比增长35%，2025年全年资本支出409亿美元\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\">2026-01-15 13:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月15日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>发布2025年第四季度业绩。财报显示，第四季度营收10460.9亿元台币，同比增长20.5%；第四季度净利润5057.4亿元台币，摊薄后每股收益19.5元台币，均同比增长35%；第四季度毛利率62.3％，市场预估60.6％。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5cd04779d95992a9da265bf2917dc3c\" title=\"\" tg-width=\"1290\" tg-height=\"696\"/></p><p>第四季度，3纳米晶圆出货量占晶圆总收入的28%；5纳米晶圆占35%；7纳米晶圆占14%。先进技术（定义为7纳米及更先进的技术）占晶圆总收入的77%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/42f26c69c737737bf2dee554f0c5085a\" title=\"\" tg-width=\"1296\" tg-height=\"645\"/></p><p>台积电2025年资本支出总计409亿美元。</p><p><strong>业绩电话会：</strong></p><blockquote><p>预计第一季度销售额346亿美元至358亿美元，市场预估332.2亿美元。</p><p style=\"text-align: start;\">预计第一季度毛利率63％至65％，市场预估59.6％。</p><p style=\"text-align: start;\">预计第一季度营业利益率54％至56％，市场预估49.7％。</p><p>预计2026年产能利用率将适度提升。</p><p>预计2026年资本支出520亿美元至560亿美元。</p><p>未来三年资本支出将显著增加。</p><p>长期毛利率达到56%及以上是可实现的。</p><p>2026年存在关税带来的不确定性，将在业务规划中保持审慎。</p><p>预计2026以美元计价的年营收将增长近30%。</p></blockquote><p>财报发布后，美股半导体设备股夜盘集体拉升，<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>涨超5%，<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/AMAT\">应用材料</a>、<a href=\"https://laohu8.com/S/LRCX\">泛林集团</a>涨超4%！</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c972368fb577f907d662120d1a99c711\" title=\"\" tg-width=\"855\" tg-height=\"732\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47c80b6c388684f091195f97d81a4c82\" title=\"\" tg-width=\"855\" tg-height=\"719\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7607672fc50bfef09524ddc31fb11742\" title=\"\" tg-width=\"852\" tg-height=\"726\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a0f910b2e546b1f05869c5f9af2cab54\" title=\"\" tg-width=\"852\" tg-height=\"726\"/></p><p><strong>机构分析：AI需求强劲，台积电2026年料继续表现不俗</strong></p><p style=\"text-align: start;\">Counterpoint Research高级分析师Jake Lai表示，AI需求依然非常强劲，推动了整个服务器行业的芯片需求，预测2026年将是AI服务器需求的又一个“突破之年”。由于台积电正在进行的2纳米产能扩建以及新生产线的投入已为公司带来收入，再加上先进封装技术的持续扩展……预计台积电在2026年仍将保持强劲表现。不过，他补充说，与智能手机和个人电脑等消费电子产品相关的芯片需求可能会受到当前内存短缺和价格上涨的影响。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ab46ee73bd1bbc4ed7da6a69f14e5d5","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163034956","content_text":"1月15日，台积电发布2025年第四季度业绩。财报显示，第四季度营收10460.9亿元台币，同比增长20.5%；第四季度净利润5057.4亿元台币，摊薄后每股收益19.5元台币，均同比增长35%；第四季度毛利率62.3％，市场预估60.6％。第四季度，3纳米晶圆出货量占晶圆总收入的28%；5纳米晶圆占35%；7纳米晶圆占14%。先进技术（定义为7纳米及更先进的技术）占晶圆总收入的77%。台积电2025年资本支出总计409亿美元。业绩电话会：预计第一季度销售额346亿美元至358亿美元，市场预估332.2亿美元。预计第一季度毛利率63％至65％，市场预估59.6％。预计第一季度营业利益率54％至56％，市场预估49.7％。预计2026年产能利用率将适度提升。预计2026年资本支出520亿美元至560亿美元。未来三年资本支出将显著增加。长期毛利率达到56%及以上是可实现的。2026年存在关税带来的不确定性，将在业务规划中保持审慎。预计2026以美元计价的年营收将增长近30%。财报发布后，美股半导体设备股夜盘集体拉升，阿斯麦涨超5%，台积电、应用材料、泛林集团涨超4%！机构分析：AI需求强劲，台积电2026年料继续表现不俗Counterpoint Research高级分析师Jake Lai表示，AI需求依然非常强劲，推动了整个服务器行业的芯片需求，预测2026年将是AI服务器需求的又一个“突破之年”。由于台积电正在进行的2纳米产能扩建以及新生产线的投入已为公司带来收入，再加上先进封装技术的持续扩展……预计台积电在2026年仍将保持强劲表现。不过，他补充说，与智能手机和个人电脑等消费电子产品相关的芯片需求可能会受到当前内存短缺和价格上涨的影响。","news_type":1,"symbols_score_info":{"TSM":1.5}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372635717,"gmtCreate":1619197887839,"gmtModify":1619197887839,"author":{"id":"3577063394752052","authorId":"3577063394752052","name":"DoubleMint","avatar":"https://static.tigerbbs.com/27afde08c53403b1f1f77eac8602d3e1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577063394752052","authorIdStr":"3577063394752052"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372635717","repostId":"16190065415731","repostType":17,"isVote":1,"tweetType":1,"viewCount":2948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
