2026年4月16日 —— 尽管面临涉及伊朗的战争风险，台积电（TSMC）仍对其人工智能（AI）领域的全球需求释放出信心信号。公司上调了营收预测，并淡化了供应链中断的风险。
作为英伟达（Nvidia）和苹果（Apple）等大客户的合同芯片制造商，台积电预计其年度资本支出将达到今年1月预测的520亿至560亿美元范围的上限。公司表示，按美元计，预计今年营收增长将超过30%，高于此前约30%的估计。
台积电在维持高增长预期的同时，也在密切观察中东地区局势对全球物流及供应链的潜在长远影响。目前，来自AI领域的订单需求依然保持极度旺盛态势，支撑了公司的财务表现。
Skip to...What to Read NextMost Popular NewsMost Popular OpinionUpdated April 16, 2026 6:14 am ETTaiwan Semiconductor Manufacturing signaled confidence in global demand for artificial intelligence despite the war in Iran, raising its forecast for revenue and playing down the risk of supply-chain disruptions.TSMC 2330 0.24%increase; green up pointing triangle, a contract chip maker for clients such as Nvidia and Apple, projected that its capital expenditures for the year would hit the higher end of the $52 billion to $56 billion range projected in January. The company said it expected revenue to grow more than 30% this year in dollar terms, from an earlier estimate of around 30%. Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8Continue reading your article witha WSJ subscriptionSubscribe NowVideosFurther Reading