-- 台湾積体電路製造（TSMC、TPE:2330）は、AI関連チップの世界的な需要増に支えられ、2026年の売上高が米ドル建てで30%以上増加すると予測していると、Focus Taiwanが水曜日に報じた。これは、魏亨亨会長兼CEOの発言を引用したものだ。 魏亨会長は、現在進行中のAIブームが、高度なコンピューティングと半導体生産の需要を押し上げ続けていると述べた。同社は、AIアプリケーションの勢いが予想を上回っていることを反映して、以前のガイダンスから若干上方修正したと伝えられている。 TSMCはまた、第1四半期に過去最高の四半期売上高と利益を計上した。しかし、地政学的緊張とコスト圧力に注視しつつ、慎重な事業見通しを維持していると、同レポートは伝えている。 （マーケットチャッターニュースは、世界中の市場専門家との会話から得られた情報に基づいています。この情報は信頼できる情報源からのものとされていますが、噂や憶測が含まれる可能性があります。正確性は保証されません。）
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