据分析师 Pierre Ferragu 预测，台积电到 2025 年的收入可高达 1000 亿美元。Ferragu 表示，在半导体市场动荡、芯片制造商和设计人员面临订单减少的背景下，台积电的前景依然光明。虽然今年台积电两次下调收入指引，但分析师认为该公司到 2025 年的收入将高达 1000 亿美元。台积电管理层在财报电话会议上的预估最为谨慎，他们承认对半导体行业库存调整的初步估计比预期要短。库存调整激励台积电的客户在急于满足需求时订购更多硅晶圆。然而，只要市场供过于求，订单就仍然很低，也进一步增加了资本支出。不过 Ferragu 表示，芯片行业的麻烦可能会在明年结束。该分析师在周五发布的一份报告中指出，2024 年台积电的损益表将出现反弹。他补充说，2025 年可能会成为该公司的丰收年，台积电的收入将首次达到 1000 亿美元。台积电截至 2022 年 12 月的年收入为 759 亿美元（当前约 5548.29 亿元人民币）。该公司预计 2023 年全年收入将下降约 10%，至 683.1 亿美元（当前约 4993.46 亿元人民币）。Ferragu 同意这一估计，他还预测台积电 2023 年的净销售额为 680 亿美元。展望未来，该分析师认为产品需求即将复苏，用于运行数据中心的企业计算芯片产品的增长和其他基础设施需求增加，此外，台积电目前正在采用 3 纳米芯片工艺制造产品，并计划在 2025 年转向 2 纳米技术。
新闻翻译：
Taixilun predicts Taiwan’s TSMC may reach $100 billion in sales by 2025
Keywords: TSMC, 2025, sales, analysts, prediction
News content:
According to analyst Pierre Ferragu, Taiwan’s TSMC may reach $100 billion in sales by 2025. Ferragu believes that TSMC’s prospects are still bright despite the challenges in the semiconductor market and the orders faced by chip manufacturers and designers. The company’s management team is the most cautious in its forecast for the semiconductor industry inventory adjustment. They admitted that the initial estimate of inventory adjustment is shorter than expected. The inventory adjustment incentives customers to place more orders for silicon wafers when they urgently need them. However, as long as the market is oversupplied, orders remain low, further increasing capital expenditures. Ferragu believes that the troubles in the chip industry may end next year. In a report released on Friday, he forecast that TSMC’s net sales will rebound in 2024. He added that 2025 may be the year of TSMC’s harvest, and the company’s revenue will 首次 reach $100 billion. TSMC’s annual revenue in 2022 was $75.9 billion ($554.829 billion). The company expects its full-year revenue in 2023 to decrease by about 10%, to $683.1 billion ($499.346 billion). Ferragu agrees with this estimate and predicts that TSMC’s net sales will reach $680 billion in 2023. Looking forward, the analyst believes that product demand will soon recover, driven by the growth of enterprise computing chips needed for running data centers and other infrastructure projects. In addition, TSMC is currently producing products using 3-nanometer technology and plans to switch to 2-nanometer technology in 2025.
【来源】https://www.ithome.com/0/722/897.htm
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