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马斯克：SpaceX和特斯拉始终是台积电的重要客户

当地时间4月17日，马斯克发文称，SpaceX和特斯拉始终是台积电的重要客户，而非通常意义上的竞争对手。台积电无法生产所需数量如此庞大的芯片，所以需要“Terafab”芯片工厂项目。台积电此前16日在业绩交流会上就“Terafab”项目表示，英特尔和特斯拉都是台积电的客户，也是竞

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氪星晚报｜特斯拉拟在上海生产人形机器人；台积电CEO：全力扩产仍难以满足强劲AI需求；奥迪高管透露明年将推第三款中国专属车型

大公司： 亚马逊全球智能枢纽仓（GWD）深圳首仓面向卖家正式开放 36氪获悉，亚马逊今日宣布，全球首个亚马逊全球智能枢纽仓（Global Warehousing and Distribution, GWD）在深圳正式向卖家全面开放。目前，深圳GWD仓支持向亚马逊美国站运营中心（F

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台积电CEO：全力扩产仍难以满足强劲AI需求

本周四下午，台积电高管在法说会上宣布，预计2026年公司资本支出将接近520亿至560亿美元的区间顶端水平。当被问及支撑这一资本支出的信心来源时，台积电董事长兼CEO魏哲家回答：“答案很简单：需求极为强劲，尤其是高性能计算与人工智能应用。我们全力加速、提前采购设备，但供应依旧紧张

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台积电：预计今年资本支出将接近520亿至560亿美元区间的高标

台积电4月16日召开线上法说会，预计2026年的资本支出将接近520亿至560亿美元区间的高标。台积电财务长黄仁昭表示，更高的资本支出通常意味着更高的成长机会。（界面）

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台积电：预计第二季度毛利率65.5％-67.5％

台积电预计第二季度毛利率65.5％-67.5％，市场预估64.1％；预计第二季度销售额390亿美元-402亿美元，预估381.1亿美元。（财联社）

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台积电：一季度先进制程营收达全季晶圆销售金额的74%

台积电表示，3纳米制程出货占公司2026年第一季晶圆销售金额的25%，5纳米制程出货占全季晶圆销售金额的36%；7纳米制程出货则占全季晶圆销售金额的13%。总体而言，先进制程（包含7纳米及更先进制程）的营收达到全季晶圆销售金额的74%。（界面）

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台积电：一季度税后纯益约5724.8亿元新台币

台积电4月16日公布2026年第一季财务报告，税后纯益约新台币5724.8亿元，每股盈余为新台币22.08元。与去年同期相较，2026年第一季营收增加了35.1%，税��纯益与每股盈余皆增加了58.3%。与前一季相较，2026年第一季营收增加了8.4%，税后纯益则增加了13.2%

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