---
title: "台積電收入的激增增強了阿斯麥的增長前景"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/289672271.md"
description: "台積電 2026 年 5 月的收入同比激增 30%，達到 129.3 億美元，主要受到強勁的人工智能芯片訂單推動。因此，阿斯麥將其 2026 年的淨銷售預測上調至 360 億至 400 億歐元，原因是對極紫外光（EUV）的強勁需求和人工智能基礎設施投資。兩家公司均強調，人工智能的需求正在超過供應，由於新工廠產能的長交貨期，市場緊張"
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)
---

# 台積電收入的激增增強了阿斯麥的增長前景

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.

### 相關股票

- [TSM.US](https://longbridge.com/zh-HK/quote/TSM.US.md)
- [ASML.US](https://longbridge.com/zh-HK/quote/ASML.US.md)
- [TSMX.US](https://longbridge.com/zh-HK/quote/TSMX.US.md)
- [TSMG.US](https://longbridge.com/zh-HK/quote/TSMG.US.md)
- [STSM.US](https://longbridge.com/zh-HK/quote/STSM.US.md)
- [ASMG.US](https://longbridge.com/zh-HK/quote/ASMG.US.md)
- [TSMZ.US](https://longbridge.com/zh-HK/quote/TSMZ.US.md)
- [TSMU.US](https://longbridge.com/zh-HK/quote/TSMU.US.md)
- [ASMU.US](https://longbridge.com/zh-HK/quote/ASMU.US.md)
- [TMYY.US](https://longbridge.com/zh-HK/quote/TMYY.US.md)
- [TSMY.US](https://longbridge.com/zh-HK/quote/TSMY.US.md)
- [SMH.US](https://longbridge.com/zh-HK/quote/SMH.US.md)
- [SOXX.US](https://longbridge.com/zh-HK/quote/SOXX.US.md)
- [SOXL.US](https://longbridge.com/zh-HK/quote/SOXL.US.md)
- [SOXQ.US](https://longbridge.com/zh-HK/quote/SOXQ.US.md)
- [XSD.US](https://longbridge.com/zh-HK/quote/XSD.US.md)
- [PSI.US](https://longbridge.com/zh-HK/quote/PSI.US.md)
- [FTXL.US](https://longbridge.com/zh-HK/quote/FTXL.US.md)

## 相關資訊與研究

- [TSMC 丨台積電 5 月銷售增三成創新高 不排除將加價](https://longbridge.com/zh-HK/news/289295203.md)
- [台積電閃填息後翻黑暫陷貼息 1556 億元現金股利 7/9 發放](https://longbridge.com/zh-HK/news/289403831.md)
- [馬斯克以視訊參與 ASML 技術大會，外界解讀為加速晶片製造步伐](https://longbridge.com/zh-HK/news/289568035.md)
- [傳銀行向台積電調頭寸，楊金龍：有聽聞、覺得很納悶](https://longbridge.com/zh-HK/news/289280593.md)
- [美股暴漲、台積電噴出，台股現在追還來得及嗎？](https://longbridge.com/zh-HK/news/289579215.md)