人工智能支出热潮推动台积电第三季度利润预计飙升28%

Core Insights - TSMC is expected to report a 28% year-on-year increase in third-quarter profits, reaching a historical high due to strong demand for AI infrastructure [1][2] - The company's net profit for the quarter is projected to be approximately NT$415.4 billion (around $13.55 billion), with a revenue growth of 30% [2] - TSMC's stock price has risen nearly 30% this year, largely unaffected by tariff concerns, and has positively influenced Taiwan's weighted index, which increased by 16.9% [3] Financial Performance - TSMC's net profit for the third quarter is anticipated to exceed NT$398.3 billion, marking the highest quarterly profit in the company's history [2] - Revenue growth is expected to be between 30% and 35% for the year, driven by investments in AI infrastructure [2][3] Market Position - TSMC is the largest advanced AI chip manufacturer globally and a key supplier for major companies like Nvidia and Apple [2] - The company's market capitalization is approximately $1.22 trillion, nearly three times that of its South Korean competitor, Samsung [3] Strategic Outlook - Despite uncertainties from U.S. tariff policies, AI infrastructure remains a strategic priority for cloud service providers and manufacturers, ensuring continued investment in the sector [3] - TSMC has committed to investing $165 billion in building a factory in Arizona, USA, amidst discussions about production distribution between Taiwan and the U.S. [3]