After the quarterly performance exceeds the expectations, the expectations of this year's revenue growth are raised, reflecting the company's confidence in the global artificial intelligence expenditure boom.
Comprehensive Bloomberg and Wall Street News reported that in the current quarter, TSMC's estimated revenue is up to US $ 23.2 billion (S $ 31.1 billion), exceeding the expectations of analysts.In addition, it raised the expectations of capital expected from as low as 28 billion US dollars to US $ 30 billion to $ 32 billion.
The above -mentioned adjustment highlights the point of view of TSMC: Although the tension of trade in the United States and China is increasing, artificial intelligence expenditure will remain high.In China and the United States, from Microsoft to Baidu, startups and technology companies have splurked in artificial intelligence infrastructure, mainly providing power by Nvidia accelerator.
TSMC CEO Wei Zhejia said at the financial report on Thursday (July 19) that the demand for artificial intelligence was more real than two or three years ago, and the company is increasing production capacity to find a suitable balance."Supply will always be very, very nervous until 2025."
Wei Zhe's family also said that the reason why the capital expenditure this year was raised to 30 billion to 32 billion US dollars this year, mainly considering higher growthSpecifically, 70%to 80%of them will be used for advanced processes, 10%to 20%are used for characteristic processes, and 10%are used for advanced packaging, masks, etc.
