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台积电第三季营收降幅低于预期 AI需求抵消部分产业逆风
Xin Lang Ke Ji· 2025-11-26 09:14
Core Insights - TSMC's Q3 revenue decline was less than expected due to demand from AI manufacturers offsetting the drop in smartphone and laptop chip sales [1] - The company's revenue for July to September was NT$546.7 billion, a year-on-year decrease of 11%, but above analysts' average expectation of NT$531.5 billion [1] - September consolidated revenue reached NT$180.4 billion, down 13.4% year-on-year [1] - Nvidia, a TSMC client, is driving demand for AI-related data centers and memory chips, leading investors to look for signs of AI hype translating into actual sales [1] - TSMC will hold a Q3 earnings call on October 19, where investors will focus on the company's outlook amid concerns over slowing sales growth from tech giants like Apple [1] - TSMC's stock price has risen over 18% this year [1]
三星电子:第一季记忆体芯片获利受到美国对先进芯片出口限制影响。
news flash· 2025-04-30 00:12
三星电子:第一季记忆体芯片获利受到美国对先进芯片出口限制影响。 ...