---
title: "台积电收入的激增增强了阿斯麦的增长前景"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/289672271.md"
description: "台积电 2026 年 5 月的收入同比激增 30%，达到 129.3 亿美元，主要受到强劲的人工智能芯片订单推动。因此，阿斯麦将其 2026 年的净销售预测上调至 360 亿至 400 亿欧元，原因是对极紫外光（EUV）的强劲需求和人工智能基础设施投资。两家公司均强调，人工智能的需求正在超过供应，由于新工厂产能的长交货期，市场紧张"
datetime: "2026-06-13T18:51:38.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/289672271.md)
  - [en](https://longbridge.com/en/news/289672271.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/289672271.md)
---

# 台积电收入的激增增强了阿斯麦的增长前景

TSMC’s revenue spike: TSMC’s May 2026 revenue rose 30% year-over-year to $12.93 billion, driven by strong AI chip orders from global tech giants. ASML lifts guidance: ASML raised its 2026 net sales forecast to €36–40 billion, citing solid AI-related infrastructure investments and robust EUV demand. AI-driven supply strain: Both firms see AI demand outpacing supply, with long lead times for new factory capacity keeping the market tight.

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