{"id":8414,"date":"2026-07-18T16:40:05","date_gmt":"2026-07-18T08:40:05","guid":{"rendered":"https:\/\/witology.com.tw\/?p=8414"},"modified":"2026-07-18T16:40:05","modified_gmt":"2026-07-18T08:40:05","slug":"%e4%bc%81%e6%a5%ad%e5%bf%ab%e8%a8%8a%ef%bd%9c%e5%8f%b0%e7%a9%8d%e9%9b%bb2026%e7%ac%ac%e4%ba%8c%e5%ad%a3%e6%b3%95%e8%aa%aa%e6%9c%83","status":"publish","type":"post","link":"https:\/\/witology.com.tw\/en\/post\/8414\/","title":{"rendered":"\u4f01\u696d\u5feb\u8a0a\uff5c\u53f0\u7a4d\u96fb2026\u7b2c\u4e8c\u5b63\u6cd5\u8aaa\u6703"},"content":{"rendered":"<p><strong>\u00a0\u53f0\u7a4d\u96fb 2026\u7b2c\u4e8c\u5b63\u6cd5\u8aaa\u8207\u8a55\u8ad6<\/strong><\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<p>\u53f0\u7a4d\u96fb\u6628\uff0816 \u65e5\uff09\u53ec\u958b2026\u7b2c\u4e8c\u5b63\u6cd5\u8aaa\u6703\uff0c\u4eca\u5e742026\u5e74\u7b2c\u4e8c\u5b63\u7684\u696d\u7e3e\u71df\u6536\u70ba1\u51462703.8\u5104\u5143\uff0c\u5e74\u589e36%\uff0c\u9ad8\u65bc\u9810\u4f30\u76841.12\u5146\u5143\u3002\u6bdb\u5229\u7387\u66f4\u9032\u4e00\u6b65\u63d0\u5347\u81f3<strong>67.7%<\/strong>\uff0c\u512a\u65bc\u5e02\u5834\u9810\u671f\uff0c\u986f\u793a\u5148\u9032\u88fd\u7a0b\u7522\u54c1\u7d44\u5408\u6301\u7e8c\u6539\u5584\u3002\u5c55\u671b\u7b2c\u4e09\u5b63\uff0c\u516c\u53f8\u9810\u671f AI \u9700\u6c42\u4ecd\u5c07\u7dad\u6301\u5f37\u52c1\uff0c\u5148\u9032\u88fd\u7a0b\u7522\u80fd\u5229\u7528\u7387\u7dad\u6301\u9ad8\u6a94\uff0c\u6574\u9ad4\u71df\u904b\u53ef\u671b\u6301\u7e8c\u6210\u9577\u3002<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Highlights of TSMC's Q2 Financial Results<\/strong><\/p>\n<ul>\n<li>\u55ae\u5b63\u71df\u6536\u7d04\u65b0\u53f0\u5e631\u51462704\u5104\u5143\uff0cQoQ +12%\uff0cYoY +36%<\/li>\n<li>\u6bdb\u5229\u73877%\uff0cQoQ +1.5\uff0cYoY +9.1<\/li>\n<li>\u71df\u696d\u5229\u76ca\u73873%\uff0cQoQ +2.2\uff0cYoY +10.7<\/li>\n<li>\u7a05\u5f8c\u7d14\u76ca\u7d04\u65b0\u53f0\u5e637066\u5104\u5143\uff0cQoQ +23.4%\uff0cYoY +77.4%<\/li>\n<li>EPS(\u6bcf\u80a1\u76c8\u9918) : \u65b0\u53f0\u5e6325\u5143\uff0c\u5275\u6b77\u53f2\u65b0\u9ad8<\/li>\n<\/ul>\n<p>\u7b2c\u4e8c\u5b63\u7f8e\u5143\u71df\u6536\u9054402\u5104\u7f8e\u5143\uff0c\u843d\u5728\u516c\u53f8\u8ca1\u6e2c\u5340\u9593390\uff5e402\u5104\u7f8e\u5143\u7684\u9ad8\u6a19\uff1b\u6bdb\u5229\u7387\u3001\u71df\u76ca\u7387\u53caEPS\u5168\u6578\u512a\u65bc\u5e02\u5834\u9810\u671f\uff0c\u53cd\u6620AI\u6676\u7247\u9700\u6c42\u6301\u7e8c\u5f37\u52c1\uff0c\u4ee5\u53ca\u9ad8\u6bdb\u5229\u5148\u9032\u88fd\u7a0b\u5360\u6bd4\u63d0\u5347\u3002<\/p>\n<p>&nbsp;<\/p>\n<p><strong>2026<\/strong><strong>Q2 Process Revenue Share<\/strong><\/p>\n<p>2\u5948\u7c73\u88fd\u7a0b\u51fa\u8ca8\u4f54\u6574\u9ad4\u92b7\u552e\u91d1\u984d\u76843%\uff08\u9996\u6b21\u8ca2\u737b\u71df\u6536\uff09\u3001\uff13\u5948\u7c73\u4f5430%\u30015 \u5948\u7c73\u5247\u4f5433%\u30017 \u5948\u7c73\u88fd\u7a0b\u51fa\u8ca8\u5247\u4f5411%\uff0c\u5148\u9032\u88fd\u7a0b\uff087\u5948\u7c73\u4ee5\u4e0a\uff09\u5360\u6bd4\u9054\u523077%\u3002<\/p>\n<p style=\"text-align: center;\">\u53f0\u7a4d\u96fb2026\u7b2c\u4e8c\u5b63\u71df\u6536\u5360\u6bd4<\/p>\n<p><img decoding=\"async\" class=\"lazyload wp-image-8415 aligncenter\" src=\"https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/07\/222.png\" data-orig-src=\"https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/07\/222.png\" alt=\"\" width=\"588\" height=\"467\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%27588%27%20height%3D%27467%27%20viewBox%3D%270%200%20588%20467%27%3E%3Crect%20width%3D%27588%27%20height%3D%27467%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/07\/222-15x12.png 15w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/07\/222-177x142.png 177w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/07\/222-200x159.png 200w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/07\/222-300x238.png 300w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/07\/222-400x318.png 400w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/07\/222-600x477.png 600w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/07\/222.png 720w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 588px) 100vw, 588px\" \/><\/p>\n<p style=\"text-align: center;\">Source : TSMC<\/p>\n<p style=\"text-align: center;\">\n<p><strong>2026 <\/strong><strong>\u7b2c\u4e8c\u5b63\u5e73\u53f0\u71df\u6536\u5360\u6bd4<\/strong><\/p>\n<ul>\n<li>HPC\uff1a66%\uff0cQoQ +20%<\/li>\n<li>Smartphone\uff1a22%\uff0cQoQ -4%<\/li>\n<li>IoT\uff1a5%\uff0cQoQ +4%<\/li>\n<li>Automotive\uff1a4%\uff0cQoQ +15%<\/li>\n<\/ul>\n<p>HPC\u5df2\u5360\u6574\u9ad4\u71df\u653666%\uff0c\u6301\u7e8c\u6210\u70ba\u53f0\u7a4d\u96fb\u6700\u91cd\u8981\u7684\u6210\u9577\u5f15\u64ce\uff0cAI GPU\u3001AI ASIC \u4ee5\u53ca\u8cc7\u6599\u4e2d\u5fc3\u9700\u6c42\u4ecd\u662f\u4e3b\u8981\u9a45\u52d5\u529b\u3002<\/p>\n<p>&nbsp;<\/p>\n<p><strong>\u5317\u7f8e\u5ba2\u6236\u5360\u6bd4\u6301\u7e8c\u63d0\u9ad8<\/strong><\/p>\n<p>\u7b2c\u4e8c\u5b63\u5730\u5340\u71df\u6536\u5360\u6bd4\uff1a<\/p>\n<ul>\n<li>\u5317\u7f8e\uff1a78%<\/li>\n<li>\u4e2d\u570b\uff1a6%<\/li>\n<li>\u4e9e\u592a\uff1a8%<\/li>\n<li>\u65e5\u672c\uff1a4%<\/li>\n<li>EMEA\uff1a4%<\/li>\n<\/ul>\n<p>\u5317\u7f8e\u5e02\u5834\u6bd4\u91cd\u7531\u7b2c\u4e00\u5b63\u768476%\u63d0\u9ad8\u81f378%\uff0c\u53cd\u6620AI GPU\u3001AI ASIC\u7b49\u4e3b\u8981\u5ba2\u6236\u62c9\u8ca8\u529b\u9053\u6301\u7e8c\u5f37\u52c1\u3002<\/p>\n<p>&nbsp;<\/p>\n<p><strong>\u6bdb\u5229\u7387\u518d\u5275\u9ad8\u9ede<\/strong><\/p>\n<p>\u7b2c\u4e8c\u5b63\u6bdb\u5229\u7387\u4f86\u5230 67.7%\uff0c\u518d\u5ea6\u8d85\u8d8a\u5e02\u5834\u9810\u671f\u3002\u4e3b\u8981\u539f\u56e0\u5305\u62ec\uff1aAI \u6676\u7247\u9700\u6c42\u6301\u7e8c\u589e\u52a0\u30013nm\u30015nm \u7b49\u9ad8\u6bdb\u5229\u88fd\u7a0b\u51fa\u8ca8\u63d0\u5347\u3001\u9ad8\u6548\u80fd\u904b\u7b97\u7522\u54c1\u6bd4\u91cd\u6301\u7e8c\u589e\u52a0\u3001\u751f\u7522\u6548\u7387\u6539\u5584\u3002\u96d6\u7136\u65b0\u53f0\u5e63\u7b2c\u4e8c\u5b63\u5347\u503c\u5e36\u4f86\u90e8\u5206\u532f\u7387\u58d3\u529b\uff0c\u4f46\u4ecd\u672a\u5f71\u97ff\u53f0\u7a4d\u96fb\u6574\u9ad4\u7372\u5229\u80fd\u529b\u3002<\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<p><strong>2<\/strong><strong>\u5948\u7c73\u6b63\u5f0f\u958b\u59cb\u8ca2\u737b\u71df\u6536<\/strong><\/p>\n<p>\u672c\u6b21\u6cd5\u8aaa\u6700\u5927\u7684\u4eae\u9ede\u4e4b\u4e00\uff0c\u5373\u662f2\u5948\u7c73\u9996\u6b21\u958b\u59cb\u8a8d\u5217\u71df\u6536\uff0c\u5360\u6bd4\u7d043%\u3002\u5373N2 \u5df2\u6b63\u5f0f\u9081\u5165\u91cf\u7522\u521d\u671f\uff0c\u4e14AI\u3001\u9ad8\u6548\u80fd\u904b\u7b97\u53ca\u65d7\u8266\u624b\u6a5f\u5ba2\u6236\u958b\u59cb\u5c0e\u5165\uff0c\u800c\u53f0\u7a4d\u96fb\u6b63\u5f0f\u9032\u5165\u4e0b\u4e00\u4e16\u4ee3\u88fd\u7a0b\u5faa\u74b0\u3002\u672a\u4f86\u96a8\u8457\u66f4\u591a\u7522\u54c1\u4e0a\u5e02\uff0c2 \u5948\u7c73\u5360\u6bd4\u4ecd\u5c07\u6301\u7e8c\u63d0\u5347\u3002<\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<p><strong>AI<\/strong><strong>\u9700\u6c42\u4ecd\u4f9b\u4e0d\u61c9\u6c42<\/strong><\/p>\n<p>\u56e0\u61c9AI\u3001HPC\u53ca\u65b0\u8208Agentic AI\u9700\u6c42\u6301\u7e8c\u6210\u9577\uff0c\u53f0\u7a4d\u96fb\u540c\u6b65\u4e0a\u8abf2026\u5e74\u8cc7\u672c\u652f\u51fa\u81f3600\u5104\u81f3640\u5104\u7f8e\u5143\uff0c\u5176\u4e2d\u7d0470%\u81f380%\u6295\u5165\u5148\u9032\u88fd\u7a0b\u3001\u7d0410%\u6295\u5165\u7279\u6b8a\u88fd\u7a0b\uff0c\u5176\u991810%\u81f320%\u7528\u65bc\u5148\u9032\u5c01\u88dd\u3001\u6e2c\u8a66\u3001\u5149\u7f69\u7b49\u9818\u57df\u3002\u516c\u53f8\u8868\u793a\uff0c\u5df2\u63d0\u524d\u8207\u8a2d\u5099\u4f9b\u61c9\u5546\u898f\u5283\u7522\u80fd\uff0c\u9810\u671f\u64f4\u7522\u4e0d\u6703\u906d\u9047\u74f6\u9838\u3002\u4e14\u5148\u9032\u88fd\u7a0b\u8207\u5148\u9032\u5c01\u88dd\u9700\u6c42\u4ecd\u5341\u5206\u5f37\u52c1\uff0cAI\u57fa\u790e\u5efa\u8a2d\u4ecd\u8655\u65bc\u591a\u5e74\u671f\u6210\u9577\u9031\u671f\u3002\u516c\u53f8\u4ecd\u770b\u597d AI \u9577\u671f\u9700\u6c42\uff0c\u4e26\u8a8d\u70ba\u76ee\u524d\u5e02\u5834\u9700\u6c42\u4f9d\u820a\u9ad8\u65bc\u4f9b\u7d66\u3002<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Ji-Pu's point of view.<\/strong><\/p>\n<p>\u53f0\u7a4d\u96fb2Q26\u6cd5\u8aaa\u518d\u6b21\u5c55\u73feAI\u9a45\u52d5\u4e0b\u7684\u7522\u54c1\u7d44\u5408\u5347\u7d1a\uff0cHPC\u71df\u6536\u5360\u6bd4\u63d0\u5347\u81f366%\uff0c3nm\u5360\u6bd4\u905430%\uff0c2nm\u4ea6\u958b\u59cb\u8ca2\u737b3%\u71df\u6536\uff0c\u5e36\u52d5\u6bdb\u5229\u738767.7%\u3001\u71df\u76ca\u738760.3%\u96d9\u96d9\u512a\u65bc\u5e02\u5834\u9810\u671f\u3002\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u516c\u53f8\u8868\u793a\u76ee\u524d\u4e26\u7121\u5168\u9762\u8abf\u6f32\u6676\u5713\u4ee3\u5de5\u50f9\u683c\u7684\u898f\u5283\uff0c\u4e5f\u53cd\u6620\u5e02\u5834\u4e26\u975e\u6240\u6709\u88fd\u7a0b\u90fd\u8655\u65bc\u4f9b\u4e0d\u61c9\u6c42\u7684\u72c0\u614b\u3002\u771f\u6b63\u4f9b\u7d66\u5403\u7dca\u7684\u4ecd\u662f2nm\u30013nm\u53ca\u90e8\u52065nm\u7b49AI\u76f8\u95dc\u5148\u9032\u88fd\u7a0b\uff0c\u800c\u6210\u719f\u88fd\u7a0b\u9700\u6c42\u5247\u5448\u73fe\u5206\u5316\uff0c\u4e26\u975e\u6240\u6709\u6210\u719f\u88fd\u7a0b\u90fd\u5177\u5099\u6f32\u50f9\u689d\u4ef6\u3002\u4e0d\u904e\uff0c\u7ba1\u7406\u5c64\u4e5f\u63d0\u5230PMIC\u7b49\u90e8\u5206\u6210\u719f\u88fd\u7a0b\u61c9\u7528\u56e0\u9700\u6c42\u56de\u5347\u8207\u7522\u80fd\u914d\u7f6e\u56e0\u7d20\uff0c\u4f9b\u61c9\u4ecd\u76f8\u5c0d\u5403\u7dca\uff0c\u986f\u793a\u6210\u719f\u88fd\u7a0b\u5df2\u9032\u5165\u300c\u500b\u5225\u61c9\u7528\u7f3a\u8ca8\u3001\u800c\u975e\u5168\u9762\u7f3a\u8ca8\u300d\u7684\u65b0\u968e\u6bb5\u3002\u53e6\u4e00\u65b9\u9762\uff0c\u53f0\u7a4d\u96fb\u6301\u7e8c\u8abf\u6574\u6210\u719f\u88fd\u7a0b\u5e03\u5c40\uff0c\u5c07\u8cc7\u6e90\u805a\u7126\u65bc\u5148\u9032\u88fd\u7a0b\u8207\u5148\u9032\u5c01\u88dd\uff0c\u4ee5\u638c\u63e1AI\u9577\u671f\u6210\u9577\u6a5f\u6703\u3002<\/p>","protected":false},"excerpt":{"rendered":"<p>\u00a0\u53f0\u7a4d\u96fb 2026\u7b2c\u4e8c\u5b63\u6cd5\u8aaa\u8207\u8a55\u8ad6 \u00a0 \u53f0\u7a4d\u96fb\u6628\uff0816 \u65e5\uff09\u53ec\u958b2026\u7b2c\u4e8c\u5b63\u6cd5\u8aaa\u6703\uff0c\u4eca\u5e742026\u5e74\u7b2c\u4e8c\u5b63\u7684\u696d [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":8416,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"rank_math_title":"","rank_math_description":"","rank_math_focus_keyword":"\u771f\u6b63\u4f9b\u7d66\u5403\u7dca\u7684\u4ecd\u662f2nm\u30013nm\u53ca\u90e8\u52065nm\u7b49AI\u76f8\u95dc\u5148\u9032\u88fd\u7a0b\uff0c\u800c\u6210\u719f\u88fd\u7a0b\u9700\u6c42\u5247\u5448\u73fe\u5206\u5316\uff0c\u4e26\u975e\u6240\u6709\u6210\u719f\u88fd\u7a0b\u90fd\u5177\u5099\u6f32\u50f9\u689d\u4ef6\u3002\u4e0d\u904e\uff0c\u7ba1\u7406\u5c64\u4e5f\u63d0\u5230PMIC\u7b49\u90e8\u5206\u6210\u719f\u88fd\u7a0b\u61c9\u7528\u56e0\u9700\u6c42\u56de\u5347\u8207\u7522\u80fd\u914d\u7f6e\u56e0\u7d20\uff0c\u4f9b\u61c9\u4ecd\u76f8\u5c0d\u5403\u7dca\uff0c\u986f\u793a\u6210\u719f\u88fd\u7a0b\u5df2\u9032\u5165\u300c\u500b\u5225\u61c9\u7528\u7f3a\u8ca8\u3001\u800c\u975e\u5168\u9762\u7f3a\u8ca8\u300d\u7684\u65b0\u968e\u6bb5","rank_math_robots":"","footnotes":""},"categories":[139],"tags":[],"class_list":["post-8414","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"_links":{"self":[{"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/posts\/8414","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/comments?post=8414"}],"version-history":[{"count":1,"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/posts\/8414\/revisions"}],"predecessor-version":[{"id":8417,"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/posts\/8414\/revisions\/8417"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/media\/8416"}],"wp:attachment":[{"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/media?parent=8414"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/categories?post=8414"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/tags?post=8414"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}