晚上TSMC的三月营收出来后,半导体股都上冲了一阵子,不知明天市场如何解读
$Taiwan Semiconductor (TSM.US)$ Taiwan Semiconductor Manufacturing Co.’s quarterly revenue rose a larger-than-anticipated 42%, reflecting strengthening demand for AI servers and smartphones before US tariffs kicked in.
That marked TSMC’s fastest pace of growth since 2022. Electronics manufacturers had stockpiled goods in US warehouses in anticipation of potential trade and shipping disruptions.
The main chipmaker for Apple Inc. and Nvidia Corp. reported revenue of NT$839.25 billion ($25.5 billion) in the first three months of 2025. Analysts on average expected roughly NT$830.5 billion. The company reports full quarterly earnings next week.
TSMC’s U.S.-listed shares jumped over 4% in overnight trading.