AI需求仍强劲！台积电7月营收同比大增25.8%

Group 1 - TSMC's revenue for July 2025 reached approximately NT$323.17 billion, representing a month-over-month increase of 22.5% and a year-over-year increase of 25.8% [1][2] - Cumulative revenue for TSMC from January to July 2025 totaled NT$2,096.21 billion, reflecting a year-over-year increase of 37.6% [1][2] - In June 2025, TSMC's sales were NT$263.71 billion, showing a year-over-year growth of 26.9% but a month-over-month decline of 17.7% [2] Group 2 - TSMC's stock reached an all-time high following the announcement of a potential 100% tariff on all chips and semiconductors entering the U.S., with exemptions for companies producing in the U.S. [3] - TSMC's $200 billion investment plan in the U.S. is expected to be exempt from semiconductor tariffs, benefiting the company amid new tariff policies [3][5] - Analysts believe TSMC and GlobalWafers are likely to benefit from the new tariff policy due to their significant investments in U.S. production facilities [5] Group 3 - TSMC maintains a significant share in the smartphone chip market, which is showing signs of recovery, as indicated by Sony's recent financial report [5] - Apple reported its fastest quarterly revenue growth in over three years, driven by strong demand in the Chinese market, with expectations of mid to high single-digit percentage growth in the current quarter [5] - Morgan Stanley's report suggests that TSMC's commitment to U.S. wafer plant investments should qualify for tariff exemptions, which is more favorable than investor concerns [5]