臺積電二季報超預期 淨利潤同比大增76% 先進製程營收佔比擴大至51%
由於設備問題，臺積電將把部分2022年資本支出推遲到2023年。預計2022年的產能不會受到設備延遲的影響。
在先進製程芯片推動下，臺積電二季報維持高增長，淨利潤同比大漲76%。公司稱由於設備問題，將推遲2022年的部分資本開支。
7月14日下午，臺積電發佈2022年第二季度財報。公司季度營收5341.41億臺幣，同比大漲43.5%，環比增長8.8%；淨利潤2370億元臺幣，同比增長76%，環比增長16.9%，超市場預估2198.1億元臺幣；營業利潤2621.2億元臺幣，同比增長80%。
利潤率方面，臺積電二季度毛利率59.1％，超市場預估的56.8％，前季爲55.6％；營業利益率49.1％，超市場預估的46.7％，前季45.6％。
在製程方面，5nm製程晶圓出貨量佔據公司營收的21%（前季20%）；7nm製程晶圓出貨量佔據公司營收的30%（前季30%）；先進製程(7nm及更先進製程)營收總佔比達到51%，較前季繼續擴大（50%）。16nm和28nm營收佔比分別爲14%和10%。
按產品類型劃分，高性能計算（HPC）業務增長強勁，本季收入佔比達到43%（前季41%），環比上漲13%；傳統強項智能手機業務佔比繼續下滑，本季收入佔比達到38%（前季40%），環比微增3%；汽車芯片業務同樣強勁增長，本季營收佔比達到5%（前季5%），營收環比上漲14%；物聯網業務同樣表現強勁，本季營收佔比達到8%（前季8%），營收環比上漲14%。
財報指引方面，臺積電預計第三季度銷售額198—206億美元。預計第三季度毛利率57.5％—59.5％，市場預估56.1％。
臺積電表示，客戶需求繼續超過供應能力，預計2022年銷售額（以美元計算）增長30%左右。由於設備問題，臺積電將把部分2022年資本支出推遲到2023年。預計2022年的產能不會受到設備延遲的影響。
公司表示，2023年的增長將由先進技術支撐；預計高性能計算（HPC）將成爲長期增長的主要引擎；預計2023年產能利用率將保持良好。
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