AI需求持續熱捧！台積電7月營收同比大增25.8%
受益於AI芯片需求持續旺盛，台積電業績繼續呈強勁增長勢頭。
8月8日，台積電公佈7月營收報吿顯示，2025年7月台積電營收約新台幣3231.7億元，較上月增加22.5%，較去年同期增加25.8%。2025年1-7月營收總計新台幣20962.1億元，較去年同期增加37.6%。
上月數據顯示，台積電6月銷售額2637.1億元新台幣，同比增長26.9％，環比下降17.7%。1-6月累計銷售額1.77萬億元新台幣，同比增長40%。
股價表現上，台積電（台股）在週四創下歷史新高。
此前特朗普政府宣佈將對“所有進入美國的芯片和半導體”徵收約100%的關税，但將豁免在美國生產的企業。同時，特朗普也透露，台積電在美國的2000億美元投資計劃，有望從半導體關税中豁免。
有分析評論稱，在芯片製造商中，台積電和環球晶圓（GlobalWafers）最有可能從新關税政策中受益，因為它們已在美國投資數十億美元建設生產設施。而聯電（UMC）和日月光（ASE）因本土化佈局有限，可能在與美國晶圓代工廠格芯（GlobalFoundries）及封測廠安靠（Amkor）的競爭中失去市場份額。
除了在AI芯片領域的主導地位外，台積電在智能手機芯片業務上仍佔有重要份額。今年該領域正逐步回暖——索尼在週四的財報中表示，該市場今年呈現漸進復甦趨勢。
蘋果公司前不久同樣公佈了三年多以來最快的季度營收增長，受益於中國市場的強勁需求，並預計本季度營收將同比實現中到高個位數百分比的增長。
摩根士丹利發佈研報稱，這一關税豁免符合該行的基準預期，即台積電對美國晶圓廠投資的承諾理應獲得關税豁免或寬限期，這比大多數投資者擔心的情況更好。
大摩表示，台積電目前仍維持到2030年為美國業務投入1650億美元資本支出的計劃。該行維持對台積電在中國台灣上市的股票的“增持”評級，稱該股為其首選股，目標價為新台幣1388元。
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