台积电第四季度令人印象深刻的业绩增强了投资者对人工智能硬件支出持续繁荣的信心

全球最大的先进芯片制造商台积电 (TSMC) 公布 10 月至 12 月销售额令人印象深刻，超出预期

Taiwan Semiconductor Manufacturing Co. (TSMC), the world's largest advanced chipmaker, reported strong October-December sales on Friday that beat estimates, bolstering optimism about the continuing boom in AI hardware spending.

全球最大的先进芯片制造商台积电 (TSMC) 周五报告称，10 月至 12 月的销售强劲，超出预期，增强了人们对人工智能硬件支出持续繁荣的乐观情绪。

The company said its revenue rose 39% for the quarter to NT$868.5 billion ($26.3 billion), above the average analyst estimate of NT$854.7 billion.

该公司表示，本季度营收增长 39%，达到新台币 8,685 亿元（合 263 亿美元），高于分析师平均预期的新台币 8,547 亿元。

The strong performance comes as major tech companies like Microsoft (MSFT.O) and Alphabet (GOOGL.O) are ramping up investments to support AI development. This is driving demand for the chips that power AI applications and data centers.

这一强劲表现之际，微软 (MSFT.O) 和 Alphabet (GOOGL.O) 等主要科技公司正在加大投资力度，支持人工智能开发。这推动了对人工智能应用和数据中心芯片的需求。

TSMC is well-positioned to benefit from this trend, being a key supplier to companies like Nvidia (NVDA.O) and Apple (AAPL.O), which are at the forefront of AI-related tech advancements.

台积电处于有利地位，可以从这一趋势中受益，它是英伟达 (NVDA.O) 和苹果 (AAPL.O) 等公司的主要供应商，这些公司处于人工智能相关技术进步的最前沿。

However, the company also faces challenges that could impact its future growth. These include:

然而，该公司也面临着可能影响其未来增长的挑战。这些包括：

* Geopolitical tensions between the United States and China, which could affect TSMC's operations and supply chain.

* 美国和中国之间的地缘政治紧张局势可能会影响台积电的运营和供应链。

* The risk of market saturation for AI chips, especially if demand slows down or new competitors enter the scene.

*人工智能芯片市场饱和的风险，特别是在需求放缓或新竞争对手进入的情况下。

* Competition within the AI sector, with other companies also vying for a share of the market and potential technological breakthroughs.

*人工智能领域内的竞争，其他公司也在争夺市场份额和潜在的技术突破。

Ahead of TSMC's full earnings report on Jan. 16, investors will be watching for updates on several key areas:

在台积电 1 月 16 日发布完整收益报告之前，投资者将关注几个关键领域的最新动态：

* Net income and earnings per share for the fourth quarter and the full year of 2024.

* 2024 年第四季度和全年净利润和每股收益。

* Utilization rates for TSMC's advanced chipmaking capacity, which is crucial for meeting demand.

* 台积电先进芯片制造产能的利用率，这对于满足需求至关重要。

* Updates on TSMC's advanced chip technology nodes, including the status of its 3-nanometer (nm) and 2-nm processes.

* 台积电先进芯片技术节点的更新，包括其 3 纳米 (nm) 和 2 纳米工艺的状态。

* Commentary on the company's capital expenditure plans for 2025, following a $30 billion investment in the past year.

*继去年投资 300 亿美元之后，对公司 2025 年资本支出计划的评论。

* Outlook on the company's long-term strategy, including its global expansion plans and positioning in the AI chip market.

* 公司长期战略展望，包括全球扩张计划以及在AI芯片市场的定位。

TSMC is planning to increase its capital expenditure in 2025 after investing $30 billion in the past year. The company is focusing on expanding its presence in key global markets, such as Europe, to meet the rising demand for AI chips.

台积电在去年投资了 300 亿美元后，计划在 2025 年增加资本支出。该公司正致力于扩大其在欧洲等全球主要市场的业务，以满足对人工智能芯片不断增长的需求。

TSMC is also expanding its presence in Japan, Arizona, and Germany, further solidifying its position as a global leader in semiconductor manufacturing.

台积电还扩大了在日本、亚利桑那州和德国的业务，进一步巩固了其作为全球半导体制造领导者的地位。