Core Viewpoint - TSMC's chairman highlighted strong demand for AI chips despite some impact from US tariffs, with the company maintaining a market cap above $1 trillion [1][3]. Group 1: Company Performance and Market Position - TSMC's stock price increased by approximately 1% following the shareholder meeting, recovering from earlier declines this year [1]. - The company is the leading advanced semiconductor manufacturer globally, serving major clients like Apple, AMD, and NVIDIA [1]. - TSMC's capital expenditure is projected to exceed $40 billion this year, reflecting a long-term focus on AI-driven chip manufacturing demand [3]. Group 2: Impact of Tariffs and Pricing - Although tariffs have had some effect, TSMC has not observed significant changes in customer behavior due to tariff uncertainties [1][2]. - The tariffs may lead to a slight increase in wafer prices, potentially affecting demand [2]. - The cost of TSMC's 2nm process has surged to $30,000 per wafer, indicating rising foundry prices driven by substantial R&D investments [4]. Group 3: Technological Advancements - TSMC is set to launch its 2nm process, with AMD's next-generation Zen 6 processor being the first to utilize this technology [2]. - The company announced plans for the next-generation A14 chip manufacturing technology, expected to be operational by 2028 [3]. Group 4: Competitive Landscape - TSMC remains the only reliable supplier for its advanced N2 manufacturing process, holding significant pricing power in the market [4]. - Major clients like NVIDIA are exploring alternatives to TSMC's N2 process from other foundries, indicating competitive pressures [4]. - Intel is actively expanding its foundry business, aiming to surpass TSMC in manufacturing the fastest chips [5].

关税确实对台积电产生了一些影响，但并非直接影响。这是因为关税是针对进口商而非出口商的，台积电是一家出口商。 6月3日，台积电董事长魏家哲在公司的年度股东大会上表示，尽管美国关税对公司产生了一定影响，但人工智能需求依然强劲，AI芯片制造持续供不应 求。 截至发稿，台积电股价上涨约1%。该公司市值在经历了今年早些时候的下跌后，目前已经重回1万亿美元上方。 目前，台积电即将迎来2纳米制程的投产。今年早些时候，AMD宣布代号为Venice（威尼斯）的下一代Zen 6霄龙处理器成为首款在台积电2纳米制程N2中流 片并投入生产的高性能计算机。 台积电还在今年4月的一场技术活动上发布了下一代A14芯片制造技术，该工艺将于2028年投产。 台积电此前表示，公司今年的资本支出预计将超过400亿美元，并长期着眼于人工智能驱动的强劲的芯片制造需求。公司预计，到2030年前，整个半导体行 业的营收将会轻松超过1万亿美元。 "人工智能的蓬勃发展使得大型的人工智能芯片设计公司更快采用最新的芯片制造工艺。"台积电方面表示。 魏哲家在股东大会上强调，人工智能的需求一直非常强劲。"我们将努力为客户提供足够的芯片，以应对持续强劲的需求。" 他表 ...