台积电(TSM.US)11月营收同比大增24.5% 产能较AI强劲需求仍有差距

魏哲家表示，AI加速器2024至2029年营收年复合成长率预期将优于此前预估的44%至46%，具体数据将 于明年初更新。第四季营运将持续受惠强劲的先进制程需求。AI市场近期发展情势非常正向，客户展 望维持强劲，使公司对AI大趋势的信念愈趋坚定。 | | | | M-o-M | | Y-o-Y | January to January to | Y-o-Y Increase | | --- | --- | --- | --- | --- | --- | --- | --- | | Period | November 2025 | October 2025 | Increase November (Decrease) | 2024 | Increase (Decrease) | November November | (Decrease) | | | | | 0/0 | | 0/0 | 2025 2024 | % | | Net Revenue | 343,614 | 367.473 | (6.5) | 276,058 | 24.5 | 3.474.051 2.616.145 | 32.8 | 台积电CEO魏哲家 ...