EPISODE · Jul 16, 2026 · 54 MIN
EP298. 台積電第二季業績亮麗，數字以外有哪些重點？ ft.科技專家吳金榮
from 數位時代 Business Next · host 數位時代 Business Next
台積電第二季營收和獲利續創新高，毛利率達67.7%、每股盈餘達27.25元，都把紀錄再往上推高。先進製程(7奈米和以下)佔營收比重已達77%，其中僅佔3%的2奈米才要在今年下半年和明年放量，更讓接下來毛利率和營收成長再推高充滿想像空間。資本支出方面，今年將從560億美元上調到600至640億美元，反應客戶需求持續強烈，以及通膨造成的設備漲價; 對美國總投資額也追加1000億美元至2650億美元。相較於先進製程，先進封裝的產能更加吃緊，英特爾提供的替代做法，能緩解台積電壓力還是升高競爭熱度？記憶體價格飆漲使得美光、SK海力士和三星近來市值都突破一兆美元，會如何衝擊AI和半導體市場？下單採購量最大的雲端服務巨頭們，在明年還能維持今年的資本支出，找到足夠資金投入嗎？ Powered by Firstory Hosting
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EP298. 台積電第二季業績亮麗，數字以外有哪些重點？ ft.科技專家吳金榮
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