台积电第三季度净利润创纪录，达到新台币7631亿元（235.9亿美元），较去年同期增长69%。路透社报道，这一数字超过了LSEG SmartEstimate预估的新台币7463亿元。
TSMC made a record net profit of NT$763.1bn ($23.59bn) in the third quarter, up 69% on a year earlier. That beat the NT$746.3bn LSEG SmartEstimate, Reuters reported.
根据台积电公布的业绩，营收增长51%，达到新台币1.49万亿元，按美元计算增长41.2%，为467.2亿美元。其营业利润率为58.7%。高性能计算占营收的68%，智能手机占21%。3纳米芯片贡献了晶圆营收的33%。这是台积电第六个连续创下利润纪录的季度。
Revenue rose 51% to NT$1.49tn, or 41.2% to $46.72bn in US dollar terms, according to TSMC’s results. Its operating margin was 58.7%. High-performance computing made up 68% of revenue and smartphones 21%. Chips made at 3nm brought in 33% of wafer revenue. It was TSMC’s sixth straight quarter of record profit.
对于第四季度，台积电预计营收将在523亿美元至543亿美元之间，而去年同期为337.3亿美元。该公司现在预计，2026年营收按美元计算将增长约44%，此前上一季度的预期为超过40%。董事长兼首席执行官魏哲家对2027年持谨慎态度。
For the fourth quarter, TSMC expects revenue of $52.3bn to $54.3bn, against $33.73bn a year earlier. It now sees 2026 revenue growing about 44% in dollar terms, up from more than 40% last quarter. Chairman and chief executive C.C. Wei struck a note of caution for 2027.
“展望未来，我们继续观察到，消费者和对价格敏感的终端市场细分领域正因零部件价格上涨和宏观经济不确定性的影响而面临挑战。因此，在为2027年制定业务计划时，我们将保持审慎。”台积电董事长兼首席执行官魏哲家在财报电话会议上表示。台积电还表示，需求仍远超其供应能力，路透社报道称，该公司未看到其所谓的AI超级趋势出现放缓迹象。
“Looking ahead, we continue to observe consumer and price-sensitive end-markets segments are being challenged due to the impact of rising component prices and macroeconomic uncertainties. As such, we are being prudent in our business planning going into 2027.”C.C. Wei, TSMC chairman and chief executive, on the earnings call TSMC also said demand still far exceeds its supply capacity, Reuters reported. It sees no sign of a slowdown in what it calls the AI mega trend.
关于新产能的布局，台积电表示将在台南再建一座3纳米晶圆厂，预计2028年上半年投产，《信息》报道称。魏哲家表示，强劲的客户需求促成了这一决定。台积电位于亚利桑那州的第二座晶圆厂已完工，预计将于2027年第三季度开始大规模生产，提前于原计划。
Where the new capacity goes TSMC said it will build another 3nm fab in Tainan, with production due in the first half of 2028, The Information reported. Wei said strong customer demand prompted the decision. TSMC’s second fab in Arizona has finished construction. Mass production there is due in the third quarter of 2027, ahead of schedule.
该公司将2026年的资本支出预测维持在600亿美元至640亿美元不变。首席财务官黄仁贵表示，2026年至2028年的支出将显著高于此前三年。
The company kept its 2026 capital spending forecast at $60bn to $64bn. Chief financial officer Wendell Huang said spending from 2026 to 2028 would be significantly higher than in the previous three years.
彭博社报道称，台积电正派遣自身团队前往美国，检查数据中心建设和电力供应情况。该公司还在考虑在德克萨斯州建立一个园区。魏哲家表示，任何太赫兹晶圆厂联盟中的晶圆厂都必须由台积电运营。
TSMC is sending its own teams to the US to check on data centre construction and power supply, Bloomberg reported. It is also weighing a Texas campus. Wei said any fab in a Terafab tie-up must be run by TSMC.
我们无意在桌上为他人留下食物，我们希望尽可能抓住每一笔业务。C.C.魏在财报电话会议上对分析师表示。市场如何反应：台积电在台北上市的股票在财报发布前收盘下跌2%，与更广泛的科技股抛售保持一致。路透社报道称，这发生在人们担心美联储可能进一步加息，从而打击人工智能股票的背景下。此前一天，ASML表示，客户已经开始考虑为2029年和2030年下订单。
“We have no intention to leave food on the table for others, and we want to capture every piece of business possible.”C.C. Wei, to analysts on the earnings call How the market took it TSMC’s Taipei-listed shares closed down 2% before the results, in line with a broader tech sell-off. That came amid worries that more US Federal Reserve rate rises could hurt AI stocks, Reuters reported. They came a day after ASML said customers were already looking to place orders for 2029 and 2030.