台積電Q1營收飆升42%，略高於預期！
今日，台積電公佈3月營收數據，受益於人工智能的蓬勃發展，3月合併營收約為新台幣2859.57億新台幣，同比增長46.5％。第一季度營收增長41.6%，增速創2022年以來最快。
受此影響，台積電美股夜盤一度拉昇升超5%，不多隨後升幅回落至1.67%。
Q1營收略超預期
數據顯示，台積電3月合併營收約為新台幣2859.6億元，較2025年2月增加10%，較2024年3月增加46.5%。
2025年1-3月合併營收約新台幣8392.5億元，略高於預期的8356.6億新台幣，較2024年同期增加41.6%。
作為蘋果和英偉達等科技巨頭的芯片供應商，台積電是人工智能浪潮的主要受益者之一，AI相關需求的大幅增長，遠遠抵消了疫情期間平板電腦等消費電子產品芯片需求見頂回落的影響。
然而，亮眼業績背後，市場對關税政策可能抑制蘋果等電子產品需求的擔憂正在加劇。上週末，美國消費者爭相搶購蘋果旗艦產品，擔心廠商會提價轉嫁關税成本。
自美國總統唐納德·特朗普上週宣佈全面徵收進口關税以來，台積電的股價也大幅下跌，儘管到目前為止半導體尚未被納入其中。
關税大刀懸頂
今年三月，台積電首席執行官魏哲家與美國總統特朗普共同宣佈追加1000億美元對美國芯片製造業的投資，此舉助推了白宮"製造業迴流"的戰略目標。特朗普將這筆新增投資歸功於關税政策的加碼。
當地時間4月8日，美國總統特朗普重申，他曾吿知台積電，如果不在美國建廠，就將面臨高達100%的關税。
一些分析師警吿，考慮到全球不確定性因素對經濟的潛在衝擊，台積電可能需下調全年營收增長至25%中段的目標。特朗普威脅對進口半導體加徵關税的陰影也籠罩着公司前景，儘管具體實施時間與可能性尚不明確。
此外，更廣泛的數據顯示，全球數據中心與AI芯片的投資增速或呈現放緩跡象。以微軟公司為例，該企業已暫緩多個國際項目，表明其正在重新評估投資計劃。
台積電將於下週(4月17日)公佈第一季度完整財報，包括本季度和全年的展望。
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