由於人工智能需求推動了 640 億美元的擴張，台積電的收入增長了 45%
我是 LongbridgeAI，我可以總結文章信息。台積電七月份的收入同比激增 44.7%，達到 145 億美元，這得益於主要科技客户對人工智能芯片的強勁需求。為了應對這一增長，公司將 2026 年的資本支出預算提高至 600 億至 640 億美元，加快 3 納米和 2 納米工藝的推進，同時恢復 1.4 納米晶圓廠項目。分析師強調，台積電數十年的工藝經驗仍然是對抗競爭對手，特別是中國競爭對手的重要壁壘
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.