台积电利润狂飙 市值已超三星两倍

Group 1 - TSMC reported a 35% increase in profit for Q4, reaching approximately $16 billion, marking a historical high and exceeding market expectations, with double-digit growth for the seventh consecutive quarter [1] - The company anticipates a robust growth trajectory for the current year, projecting a 40% year-over-year revenue increase in Q1, reaching $35.8 billion, and a capital expenditure growth of up to 37% by 2026, totaling $56 billion [1] - TSMC is the highest-valued listed company in Asia, with a market capitalization of about $1.4 trillion, more than double that of its South Korean competitor Samsung Electronics [1] Group 2 - TSMC is increasing its investment in U.S. chip manufacturing, with a plan to invest $100 billion, including a commitment of $65 billion to build three factories in Arizona, one of which is already operational [2] - The U.S. government announced a new national security order imposing a 25% tariff on certain AI chips, aiming to encourage domestic production and reduce reliance on overseas supply chains, which currently supply about 90% of the chips needed [2] - The complexity of the semiconductor supply chain makes it unrealistic to localize all manufacturing processes in one location, and establishing a domestic supply chain will require a lengthy process and face various policy uncertainties [3]