6.6 Markets 台积电2026年6月营收同比激增68%，受AI芯片需求推动，上半年营收增长35.6%，第二季度营收超预期，股价上涨逾1%。
台积电（TSMC）2026年6月营收大幅增长，同比激增约68%，主要受人工智能高端芯片需求强劲推动。根据不同来源，6月营收介于新台币3982.7亿元至4426.8亿元之间。2026年上半年总营收达新台币2.4兆元（约750亿美元），同比增长35.6%。 第二季度营收为新台币1.27兆元（396.3亿美元），同比增长36%，超出市场预期。消息公布后，台积电股价上涨逾1%。 台积电业绩凸显其在AI供应链中的核心地位，并反映出先进半导体制造产能紧张和价格坚挺。市场关注其利润率、盈利能力及在台湾扩建先进芯片封装厂等新投资细节。分析师指出，6月如此强劲的业绩表现极为罕见，显示AI芯片需求异常旺盛。
TSMC Revenue Soars by 68% as AI Chip Demand Pushes Growth Beyond Expectations
STOCKS | Analyst Fiona Says TSMC and ASML Earnings Are Key as TSMC Reports 67.9% June Revenue Growth
TSMC shares gain as June revenue jumps 67.9% on the year
TSMC's revenue jumps 68% in June driven by demand for AI chips
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TSMC reports 68% revenue surge in June 2026 on AI chip demand
