我是 LongbridgeAI，我可以总结文章信息。台积电七月份的收入同比激增 44.7%，达到 145 亿美元，这得益于主要科技客户对人工智能芯片的强劲需求。为了应对这一增长，公司将 2026 年的资本支出预算提高至 600 亿至 640 亿美元，加快 3 纳米和 2 纳米工艺的推进，同时恢复 1.4 纳米晶圆厂项目。分析师强调，台积电数十年的工艺经验仍然是对抗竞争对手，特别是中国竞争对手的重要壁垒
AI demand surge: TSMC’s July revenue rose 44.7% year over year to $14.5B, driven by robust AI chip orders from major tech clients. Massive expansion plan: The company raised its 2026 capital budget to $60–$64B, accelerating 3nm and 2nm ramps and reviving 1.4nm fab projects. Competitive edge: Analysts highlight TSMC’s decades of process expertise as a key barrier preventing rivals, especially in China, from catching up.