人工智能需求旺盛，台积电盈利超出预期

台积电是全球最大的芯片代工制造商，其产品广泛应用于从苹果 iPhone 到英伟达尖端产品等各种产品中。

Taiwanese chipmaking giant TSMC on Thursday announced a better-than-expected net profit for the fourth quarter as it benefits from booming demand for AI technology.

台湾芯片制造巨头台积电周四宣布，第四季度净利润好于预期，受益于人工智能技术需求的旺盛。

Taiwan Semiconductor Manufacturing Company is the world's largest contract maker of chips that are used in everything from Apple's iPhones to Nvidia's cutting-edge artificial intelligence hardware.

台积电是全球最大的芯片代工制造商，其芯片广泛应用于从苹果 iPhone 到英伟达尖端人工智能硬件等各种产品中。

The firm said net profit for the three months to December jumped 57 percent on-year to NT$374.7 billion (US$11.4 billion).

该公司表示，截至 12 月的三个月净利润同比增长 57%，达到 3,747 亿新台币（114 亿美元）。

That was better than the NT$369.8 billion forecast by analysts surveyed by Bloomberg News, and underscores expectations for sustained spending on AI infrastructure from the likes of Microsoft and Amazon.

这好于彭博新闻社调查的分析师预测的 3698 亿新台币，并突显了微软和亚马逊等公司对人工智能基础设施持续支出的预期。

Net revenue for the fourth quarter rose 38.8 percent to NT$868.46 billion, TMSC said, beating forecasts.

TMSC表示，第四季度净收入增长38.8%，达到新台币8,684.6亿元，超出预期。

For the full year, net profit reached NT$1.2 trillion, up 40.5 percent.

全年净利润达到新台币1.2万亿元，增长40.5%。

The firm said last week that net revenue rose 33.9 percent to NT$2.9 trillion.

该公司上周表示，净收入增长 33.9%，达到新台币 2.9 万亿元。

"We expect 2025 to be another strong growth year for TSMC" as AI-related demand continues to surge, chairman and chief executive C.C. Wei told an earnings conference.

董事长兼首席执行官 CC Wei 在财报会议上表示，随着人工智能相关需求持续激增，“我们预计 2025 年将是台积电又一个强劲增长的一年”。

TSMC's Taiwan shares surged 3.76 percent to close at NT$1,105 ahead of the announcement.

消息公布前，台积电台湾股价飙升 3.76%，收于新台币 1,105 元。

The briefing was held as Nvidia boss Jensen Huang visited Taiwan where the government says the US chip giant plans to establish its Asia headquarters.

此次简报会是在英伟达老板黄仁勋访问台湾之际举行的，台湾政府表示，这家美国芯片巨头计划在台湾设立亚洲总部。

TSMC's full year revenue was expected to increase "by close to mid-20s percent in US dollar terms", Wei said.

魏表示，预计台积电全年营收将“以美元计算增长近 20%”。

Taiwan's largest company is at the forefront of the AI revolution but it has been grappling with geopolitical tensions between Beijing and Washington over technology, trade and Taiwan.

这家台湾最大的公司处于人工智能革命的最前沿，但它一直在努力应对北京和华盛顿之间在技术、贸易和台湾问题上的地缘政治紧张局势。

The United States this week tightened controls on high-end chip exports as it seeks to curb the flow of the advanced technology to China.

美国本周加强了对高端芯片出口的控制，试图遏制先进技术流向中国。

Wei said the company was still analysing the potential impact from the US restrictions, but it appeared "manageable".

魏表示，该公司仍在分析美国限制措施的潜在影响，但似乎“可控”。

He added that TSMC would apply for "special permits" for customers and the company was confident that those not involved in AI would get "some permission".

他补充说，台积电将为客户申请“特别许可证”，该公司有信心那些不涉及人工智能的客户将获得“一些许可”。

TSMC has been under pressure to move more of its production away from Taiwan, where the bulk of its fabrication plants are located.

台积电一直面临着将更多生产迁出台湾的压力，而台积电的大部分制造工厂都位于台湾。

While Taiwan is a self-ruled island, China claims it as part of its territory and has threatened to use force to bring it under its control.

虽然台湾是一个自治岛屿，但中国声称它是其领土的一部分，并威胁要使用武力将其置于其控制之下。

TSMC's new factories overseas include three planned in the United States and one that opened in Japan last year. It is also moving into Europe.

台积电的海外新工厂包括计划在美国开设的三座工厂和去年在日本开设的一座工厂。它还正在进军欧洲。

The United States will award TSMC up to US$6.6 billion in direct funding to help build "state-of-the-art facilities in Arizona", officials said in November, finalising the deal before Donald Trump enters the White House.

官员们去年 11 月表示，美国将向台积电提供高达 66 亿美元的直接资金，帮助其建设“亚利桑那州最先进的设施”，并在唐纳德·特朗普入主白宫之前敲定了该协议。

The funding is part of efforts to revive US manufacturing and secure the country's access to chips.

这笔资金是振兴美国制造业和确保该国获得芯片的努力的一部分。

"Let me assure you that we have a very frank and open communication with the current (US) government and with the future one also," Wei said.

“让我向你们保证，我们与现任（美国）政府以及未来的政府进行了非常坦诚和开放的沟通，”魏说。

TSMC's expansion overseas drove a surge in Taiwanese foreign direct investment in 2024, Bloomberg reported, citing figures from the Economic Ministry.

彭博社援引经济部的数据报道称，台积电的海外扩张推动了 2024 年台湾外国直接投资的激增。

Bloomberg said the data showed a "decoupling" from China, with investment in Japan and the United States by Taiwanese companies hitting a record as investment in China stagnated.

彭博社称，数据显示与中国“脱钩”，台湾企业对日本和美国的投资创下纪录，而对中国的投资停滞不前。