AI需求強勁！台積電Q2淨利潤暴增近61%，創下歷史新高
今日，全球最大的芯片代工廠商台積電公佈第二季度業績。
得益於AI需求激增，台積電當季實現淨利潤3983億元台幣，創下歷史新高。
淨利潤的同比增幅近61%，並超出市場預期的3764.2億元台幣，延續了自2021年以來連續超預期的勢頭。
業績公佈後，台積電在目前的美股夜盤市場拉昇升2.9%，報244.5美元。
近期，新易盛等個股業績大增，使得CPO等AI硬件板塊表現活躍。
如今，台積電又發佈瞭如此亮眼的業績，有望進一步點燃AI硬件板塊的行情。
業績超預期
具體來看，台積電二季度的營收為9337.9億新台幣，同比增長38.6%，分析師預期9312.4億新台幣。
淨利潤3982.7億新台幣，同比增長60.7%，預期3778.6億新台幣，創下歷史新高。
稀釋每股收益為15.36元新台幣。
其中，3nm製程的營收佔比達24%，5nm製程佔比為36%，7nm製程佔比為14%，16/20nm、28nm的佔比分別為7%。
AI相關的高性能計算（HPC）業務的營收佔比達到60%，環比增長14%。
手機芯片業務的營收佔比達27%，環比增長7%。
IoT芯片業務營收佔比達5%，環比增長14%。
汽車芯片業務的營收佔比為5%，環比持平。
業績指引上，台積電預計第三季度銷售額318億美元-330億美元，分析師預期為317.2億美元；
營業利益率為45.5％-47.5％，預期46.9％；
毛利率為55.5%-57.5%，預估為57.2%。
此外，台積電仍然預計，全年資本支出將達380億美元至420億美元。
AI需求具有持續性
對於台積電的這份業績，Counterpoint Research副總監Brady Wang表示：“台積電增長的主要動力來自於對人工智能相關芯片的強勁需求，尤其是7nm以下的高端製程。”
台積電表示，7nm或更小尺寸的先進芯片佔本季度晶圓總收入的74%。
Wang補充稱：“人工智能熱潮帶來的激增需求在短期內具有高度可持續性，因為人工智能仍處於起步階段，並且正在繼續在各個行業擴展。”
不過，SemiAnalysis專注於全球晶圓代工的分析師Sravan Kundojjala表示，台積電下半年面臨的其他不利因素包括新台幣升值，以及全球宏觀經濟形勢可能導致智能手機和PC客户訂單減少。
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