{"@context":"https://schema.org","@type":"NewsArticle","generatedAt":"2026-07-23T06:40:50.084Z","headline":"台积电上调2026年资本支出预测至600~640亿美元，A14制程进展顺利","description":"台积电在2026Q2财报说明会上将2026年资本支出预测上调至600~640亿美元，此前预测接近560亿美元。董事长魏哲家表示，预计2028年量产的A14制程（1.4nm）开发进展顺利，移动和HPC客户兴趣强烈，将成为比2nm更大、更持久的工艺。台积电预计2026Q3合并营收446~458亿美元，2026全年美元收入增幅将超过40%。","url":"https://www.aioga.com/news/cmrn9ik1w00cdbic6r0i9cc93/","mainEntityOfPage":"https://www.aioga.com/news/cmrn9ik1w00cdbic6r0i9cc93/","datePublished":"2026-07-16T07:59:15.000Z","dateModified":"2026-07-16T07:59:15.000Z","inLanguage":"zh-CN","publisher":{"@type":"NewsMediaOrganization","name":"Aioga","url":"https://www.aioga.com"},"citation":["https://www.ithome.com/0/977/544.htm","https://aihot.virxact.com/items/cmrn9ik1w00cdbic6r0i9cc93"],"canonicalUrl":"https://www.aioga.com/news/cmrn9ik1w00cdbic6r0i9cc93/","directAnswer":{"@type":"Answer","text":"台积电在2026年第二季度财报说明会上，将2026年资本支出预测由接近560亿美元上调至600亿至640亿美元，并表示预计2028年量产的A14制程开发进展顺利。","url":"https://www.aioga.com/news/cmrn9ik1w00cdbic6r0i9cc93/","dateCreated":"2026-07-16T07:59:15.000Z","author":{"@type":"Organization","@id":"https://www.aioga.com/authors/aioga-editorial/#editorial-team","name":"Aioga Editorial Team","url":"https://www.aioga.com/authors/aioga-editorial/"}},"evidence":[{"@type":"CreativeWork","name":"IT之家 source article","url":"https://www.ithome.com/0/977/544.htm","datePublished":"2026-07-16T07:59:15.000Z","provider":{"@type":"Organization","name":"IT之家","url":"https://www.ithome.com/0/977/544.htm"}},{"@type":"CreativeWork","name":"AIHot archive record","url":"https://aihot.virxact.com/items/cmrn9ik1w00cdbic6r0i9cc93","datePublished":"2026-07-16T07:59:15.000Z","provider":{"@type":"Organization","name":"AIHot","url":"https://aihot.virxact.com/items/cmrn9ik1w00cdbic6r0i9cc93"}}],"aggregationSource":"IT之家（RSS）","originalPublisher":{"name":"IT之家","url":"https://www.ithome.com/0/977/544.htm"},"article":{"id":"cmrn9ik1w00cdbic6r0i9cc93","slug":"cmrn9ik1w00cdbic6r0i9cc93","url":"https://www.aioga.com/news/cmrn9ik1w00cdbic6r0i9cc93/","title":"台积电上调2026年资本支出预测至600~640亿美元，A14制程进展顺利","title_en":"台积电将 2026 年资本支出预测进一步上调至 600~640 亿美元","summary":"台积电在2026Q2财报说明会上将2026年资本支出预测上调至600~640亿美元，此前预测接近560亿美元。董事长魏哲家表示，预计2028年量产的A14制程（1.4nm）开发进展顺利，移动和HPC客户兴趣强烈，将成为比2nm更大、更持久的工艺。台积电预计2026Q3合并营收446~458亿美元，2026全年美元收入增幅将超过40%。","source":"IT之家（RSS）","sourceUrl":"https://www.ithome.com/0/977/544.htm","aiHotUrl":"https://aihot.virxact.com/items/cmrn9ik1w00cdbic6r0i9cc93","publishedAt":"2026-07-16T07:59:15.000Z","category":"行业动态","score":78,"selected":true,"articleBody":["IT之家：https://www.ithome.com/ 7 月 16 日消息，台积电 (TSMC) 在今日举行的 2026Q2 财报法人说明会上将其 2026 年资本支出预测从接近 560 亿美元进一步上调至 600~640 亿美元；而其 未来三年的资本支出将比过去三年“高出更多” 。","台积电董事长兼总裁魏哲家表示，预计于 2028 年开始量产的 A14 制程节点技术开发进展顺利 ，状况良好，移动和 HPC 客户均表现出强烈兴趣。台积电的 1.4nm 家族将成为比 2nm 更大、更持久的工艺。","对于今年后续财务情况，台积电首席财务官兼发言人黄仁昭表示：“进入 2026 年第三季，对台积公司先进制程技术持续的强劲需求，包含 2 纳米制程技术的快速产能提升，将继续支持我们的业绩表现。”","台积电预计其 2026Q3 合并营收 446~458 亿美元，毛利率 65~57%、营业利润率 58%； 2026 全年按美元计收入增幅将超过 40% 。","其它信息方面，台积电 2026Q2 营收中有 66% 来自 HPC 领域，相较今年一季度进一步提升 5 个百分点；智能手机在营收中的占比则从 26% 下降至 22%。魏哲家称 英特尔 EMIB 技术商业化有利于台积电前端业务 ，因为当今市场上先进封装产能短缺，是整体产业链的一处瓶颈。"],"articleImages":[{"sourceUrl":"https://img.ithome.com/newsuploadfiles/2026/7/44569a3d-859e-44a9-87a5-262b518e6df6.jpg?x-bce-process=image/format,f_auto","alt":"","afterParagraph":1,"url":"/media/articles/cmrn9ik1w00cdbic6r0i9cc93/3dd2cf842c4a2b4a.webp"},{"sourceUrl":"https://img.ithome.com/newsuploadfiles/2026/7/670e8dea-e754-4cd8-a182-6c1e4f5504b8.jpg?x-bce-process=image/format,f_auto","alt":"","afterParagraph":3,"url":"/media/articles/cmrn9ik1w00cdbic6r0i9cc93/a577d77bf9cc2123.webp"}],"mediaStatus":"ok","articleBodyZh":[],"translationStatus":"","bodyOrigin":"source-page","editorial":{"summary":"台积电在2026年第二季度财报说明会上，将2026年资本支出预测由接近560亿美元上调至600亿至640亿美元，并表示预计2028年量产的A14制程开发进展顺利。","background":"材料显示，台积电预计2026年第三季度合并营收为446亿至458亿美元，全年美元收入增幅将超过40%；第二季度营收中，HPC占比为66%，智能手机占比降至22%。","viewpoint":"Aioga判断，资本支出预测上调与先进制程需求表述共同反映台积电仍在扩大长期投入。A14获得移动和HPC客户兴趣，值得关注其后续量产节奏及实际客户采用情况。","implications":"可能的影响是先进制程及相关产能建设继续获得更多资源，同时强化台积电对HPC需求的关注。材料也指出先进封装产能短缺仍是产业链瓶颈，前端与封装环节的协同值得关注。","nextStep":"后续应关注台积电资本支出的实际执行情况、2纳米产能提升进度、A14能否按计划于2028年量产，以及第三季度营收和全年美元收入增幅是否达到公司给出的预期。","evidenceRefs":["title","summary","articleBody","source"],"status":"published","aiGenerated":true,"autoApproved":true,"generatedBy":"aioga-editorial:gpt-5.6-sol","reviewedBy":"aioga-editorial-review:gpt-5.6-sol","generatedAt":"2026-07-22T18:35:00.767Z","sourceHash":"7555514ca3151ea6","review":{"approved":true,"groundedness":95,"clarity":91,"duplicationRisk":20,"blockingIssues":[],"notes":["“Aioga判断”明确将相关内容标为观点，未冒充来源事实；但“Aioga”的身份或含义对读者可能不够明确，可酌情说明。","“强化台积电对HPC需求的关注”属于基于HPC营收占比和先进制程需求的合理推断，已使用“可能”表明不确定性。","evidenceRefs引用范围较宽泛；如发布系统支持，可进一步对应到具体段落或数据，但不影响当前内容通过审核。"]},"validation":{"passed":true,"mode":"ai-auto","revisions":0,"checks":["schema","length","source-attribution","low-source-overlap","no-html","independent-ai-review"]}},"tags":["行业动态","IT之家（RSS）"],"translations":{"zh-CN":{"title":"台积电上调2026年资本支出预测至600~640亿美元，A14制程进展顺利","summary":"台积电在2026Q2财报说明会上将2026年资本支出预测上调至600~640亿美元，此前预测接近560亿美元。董事长魏哲家表示，预计2028年量产的A14制程（1.4nm）开发进展顺利，移动和HPC客户兴趣强烈，将成为比2nm更大、更持久的工艺。台积电预计2026Q3合并营收446~458亿美元，2026全年美元收入增幅将超过40%。","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"台积电上调2026年资本支出预测至600~640亿美元，A14制程进展顺利 - Aioga AI资讯","description":"台积电在2026Q2财报说明会上将2026年资本支出预测上调至600~640亿美元，此前预测接近560亿美元。董事长魏哲家表示，预计2028年量产的A14制程（1.4nm）开发进展顺利，移动和HPC客户兴趣强烈，将成为比2nm更大、更持久的工艺。台积电预计2026Q3合并营收446~458亿美元，2026全年美元收入增幅将超过40%。","url":"https://www.aioga.com/news/cmrn9ik1w00cdbic6r0i9cc93/"},"en":{"title":"TSMC has raised its 2026 capital expenditure forecast to $60~64 billion, with smooth progress in the A14 process","summary":"At its Q2 2026 earnings call, TSMC raised its 2026 capital expenditure forecast to $60~64 billion, compared to the previous forecast close to $56 billion. Chairman Wei Zhejia stated that the development of the A14 process (1.4nm), expected to be mass-produced in 2028, is progressing smoothly, with strong interest from mobile and HPC customers, and will become a larger and more durable process than 2nm. TSMC expects consolidated revenue of $44.6~45.8 billion in Q3 2026, with full-year 2026 USD revenue growth exceeding 40%.","category":"Industry","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"TSMC has raised its 2026 capital expenditure forecast to $60~64 billion, with smooth progress in the A14 process - Aioga AI News","description":"At its Q2 2026 earnings call, TSMC raised its 2026 capital expenditure forecast to $60~64 billion, compared to the previous forecast close to $56 billion. Chairman Wei Zhejia state","url":"https://www.aioga.com/en/news/cmrn9ik1w00cdbic6r0i9cc93/","contentTranslated":true,"sourceHash":"3281898d44a40a04","translatedAt":"2026-07-19T11:50:58.971Z"},"ja":{"title":"TSMCは2026年の資本支出予測を600~640億ドルに引き上げ、A14プロセスは順調に進んでいます","summary":"TSMCは2026年第2四半期の決算電話会議で、2026年の資本支出予測を600億~640億ドルに引き上げ、従来の約560億ドルの予測から大幅に引き上げました。 ウェイ・ジェジャ会長は、2028年に量産が見込まれるA14プロセス(1.4nm)の開発が順調に進んでおり、モバイルやHPCの顧客から強い関心を得ており、2nmよりも大きく耐久性の高いプロセスになると述べました。 TSMCは2026年第3四半期の統合収益が446億ドル~458億ドルと見込み、2026年通年の売上高成長率は40%を超えると見込んでいます。","category":"業界動向","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"TSMCは2026年の資本支出予測を600~640億ドルに引き上げ、A14プロセスは順調に進んでいます - Aioga AIニュース","description":"TSMCは2026年第2四半期の決算電話会議で、2026年の資本支出予測を600億~640億ドルに引き上げ、従来の約560億ドルの予測から大幅に引き上げました。 ウェイ・ジェジャ会長は、2028年に量産が見込まれるA14プロセス(1.4nm)の開発が順調に進んでおり、モバイルやHPCの顧客から強い関心を得ており、2nmよりも大きく耐久性の高いプロセスになると","url":"https://www.aioga.com/ja/news/cmrn9ik1w00cdbic6r0i9cc93/","contentTranslated":true,"sourceHash":"3281898d44a40a04","translatedAt":"2026-07-19T11:50:59.778Z"},"ko":{"title":"TSMC는 2026년 자본 지출 전망을 600억~640억 달러로 상향 조정했으며, A14 프로세스가 순조롭게 진행되고 있습니다","summary":"2026년 2분기 실적 발표에서 TSMC는 2026년 자본 지출 전망치를 이전 예측치인 약 560억 달러에서 600~640억 달러로 상향 조정했습니다. 위저자 회장은 2028년 대량 생산 예정인 A14 공정(1.4nm) 개발이 순조롭게 진행되고 있으며, 모바일 및 HPC 고객들의 강한 관심을 받으며 2nm보다 더 크고 내구성 있는 공정이 될 것이라고 밝혔습니다. TSMC는 2026년 3분기 통합 매출이 446억~458억 달러를 예상하며, 2026년 연간 매출 성장률은 40%를 초과할 것으로 전망합니다.","category":"업계 동향","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"TSMC는 2026년 자본 지출 전망을 600억~640억 달러로 상향 조정했으며, A14 프로세스가 순조롭게 진행되고 있습니다 - Aioga AI 뉴스","description":"2026년 2분기 실적 발표에서 TSMC는 2026년 자본 지출 전망치를 이전 예측치인 약 560억 달러에서 600~640억 달러로 상향 조정했습니다. 위저자 회장은 2028년 대량 생산 예정인 A14 공정(1.4nm) 개발이 순조롭게 진행되고 있으며, 모바일 및 HPC 고객들의 강한 관심을 받으며 2nm보다 더 크고 내","url":"https://www.aioga.com/ko/news/cmrn9ik1w00cdbic6r0i9cc93/","contentTranslated":true,"sourceHash":"3281898d44a40a04","translatedAt":"2026-07-19T11:50:59.297Z"},"es":{"title":"TSMC ha elevado su previsión de gasto de capital para 2026 a 60~64 mil millones de dólares, con un progreso fluido en el proceso A14","summary":"En su conferencia de resultados del segundo trimestre de 2026, TSMC elevó su previsión de gasto de capital para 2026 a 60~64.000 millones de dólares, en comparación con la previsión anterior cercana a los 56.000 millones. El presidente Wei Zhejia afirmó que el desarrollo del proceso A14 (1,4nm), que se espera se produzca en masa en 2028, avanza sin problemas, con gran interés por parte de los clientes móviles y HPC, y se convertirá en un proceso más grande y duradero que el de 2nm. TSMC espera unos ingresos consolidados de 44,6~45,8 mil millones de dólares en el tercer trimestre de 2026, con un crecimiento de los ingresos en USD en el año completo de 2026 superior al 40%.","category":"Industria","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"TSMC ha elevado su previsión de gasto de capital para 2026 a 60~64 mil millones de dólares, con un progreso fluido en el proceso A14 - Aioga Noticias de IA","description":"En su conferencia de resultados del segundo trimestre de 2026, TSMC elevó su previsión de gasto de capital para 2026 a 60~64.000 millones de dólares, en comparación con la previsió","url":"https://www.aioga.com/es/news/cmrn9ik1w00cdbic6r0i9cc93/","contentTranslated":true,"sourceHash":"3281898d44a40a04","translatedAt":"2026-07-19T11:50:59.484Z"},"fr":{"title":"TSMC a relevé ses prévisions de dépenses en capital pour 2026 à 60~64 milliards de dollars, avec une progression fluide dans le processus A14","summary":"Lors de sa conférence téléphonique sur les résultats du deuxième trimestre 2026, TSMC a porté ses prévisions de dépenses en capital pour 2026 à 60~64 milliards de dollars, contre les prévisions précédentes proches de 56 milliards de dollars. Le président Wei Zhejia a déclaré que le développement du procédé A14 (1,4nm), dont la production en série est prévue en 2028, progresse sans encombre, suscite un fort intérêt de la part des clients mobiles et HPC, et deviendra un procédé plus vaste et plus durable que le 2nm. TSMC prévoit un chiffre d’affaires consolidé de 44,6~45,8 milliards de dollars au troisième trimestre 2026, avec une croissance du chiffre d’affaires USD sur l’année 2026 dépassant 40 %.","category":"Industrie","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"TSMC a relevé ses prévisions de dépenses en capital pour 2026 à 60~64 milliards de dollars, avec une progression fluide dans le processus A14 - Aioga Actualités IA","description":"Lors de sa conférence téléphonique sur les résultats du deuxième trimestre 2026, TSMC a porté ses prévisions de dépenses en capital pour 2026 à 60~64 milliards de dollars, contre l","url":"https://www.aioga.com/fr/news/cmrn9ik1w00cdbic6r0i9cc93/","contentTranslated":true,"sourceHash":"3281898d44a40a04","translatedAt":"2026-07-19T11:50:59.449Z"},"de":{"title":"TSMC hat seine Investitionsprognose für 2026 auf 60~64 Milliarden US-Dollar erhöht, mit reibungslosem Fortschritt im A14-Prozess","summary":"Bei der Gewinnaufrufe zum zweiten Quartal 2026 erhöhte TSMC seine Investitionsprognose für 2026 auf 60~64 Milliarden US-Dollar, verglichen mit der vorherigen Prognose von fast 56 Milliarden US-Dollar. Vorsitzender Wei Zhejia erklärte, dass die Entwicklung des A14-Prozesses (1,4 nm), der voraussichtlich 2028 in Massenproduktion erfolgen soll, reibungslos voranschreitet, mit großem Interesse von Mobil- und HPC-Kunden, und ein größerer und langlebigerer Prozess als 2nm werden wird. TSMC erwartet im dritten Quartal 2026 einen konsolidierten Umsatz von 44,6~45,8 Milliarden US-Dollar, mit einem Umsatzwachstum von über 40 % im Gesamtjahr 2026.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"TSMC hat seine Investitionsprognose für 2026 auf 60~64 Milliarden US-Dollar erhöht, mit reibungslosem Fortschritt im A14-Prozess - Aioga KI-News","description":"Bei der Gewinnaufrufe zum zweiten Quartal 2026 erhöhte TSMC seine Investitionsprognose für 2026 auf 60~64 Milliarden US-Dollar, verglichen mit der vorherigen Prognose von fast 56 M","url":"https://www.aioga.com/de/news/cmrn9ik1w00cdbic6r0i9cc93/","contentTranslated":true,"sourceHash":"3281898d44a40a04","translatedAt":"2026-07-19T11:51:02.772Z"},"pt-BR":{"title":"A TSMC aumentou sua previsão de gastos de capital para 2026 para US$ 60~64 bilhões, com um progresso tranquilo no processo A14","summary":"Na teleconferência de resultados do segundo trimestre de 2026, a TSMC elevou sua previsão de gastos de capital para 2026 para 60~64 bilhões de dólares, em comparação com a previsão anterior próxima a 56 bilhões. O presidente Wei Zhejia afirmou que o desenvolvimento do processo A14 (1,4nm), esperado para ser produzido em massa em 2028, está progredindo de forma tranquila, com forte interesse dos clientes móveis e HPC, e se tornará um processo maior e mais durável do que o 2nm. A TSMC espera receita consolidada de US$ 44,6~45,8 bilhões no terceiro trimestre de 2026, com crescimento da receita em USD no ano inteiro de 2026 superior a 40%.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"A TSMC aumentou sua previsão de gastos de capital para 2026 para US$ 60~64 bilhões, com um progresso tranquilo no processo A14 - Aioga Notícias de IA","description":"Na teleconferência de resultados do segundo trimestre de 2026, a TSMC elevou sua previsão de gastos de capital para 2026 para 60~64 bilhões de dólares, em comparação com a previsão","url":"https://www.aioga.com/pt-BR/news/cmrn9ik1w00cdbic6r0i9cc93/","contentTranslated":true,"sourceHash":"3281898d44a40a04","translatedAt":"2026-07-19T11:51:04.065Z"},"ru":{"title":"TSMC повысила прогноз капитальных вложений на 2026 год до $60~64 миллиардов, при этом процесс A14 успешно продвигается","summary":"На отчёте о прибылях за второй квартал 2026 года TSMC повысила прогноз капитальных расходов на 2026 год до $60~64 миллиардов по сравнению с предыдущим прогнозом около $56 миллиардов. Председатель Вэй Чжэцзя заявил, что разработка процесса A14 (1,4 нм), ожидаемого к массовому производству в 2028 году, идёт гладко, с большим интересом со стороны мобильных и HPC-клиентов, и станет более крупным и долговечным процессом, чем 2-нм. TSMC ожидает консолидированную выручку в размере $44,6~45,8 миллиарда в третьем квартале 2026 года, при этом рост выручки в США за весь 2026 год превысит 40%.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"TSMC повысила прогноз капитальных вложений на 2026 год до $60~64 миллиардов, при этом процесс A14 успешно продвигается - Aioga Новости ИИ","description":"На отчёте о прибылях за второй квартал 2026 года TSMC повысила прогноз капитальных расходов на 2026 год до $60~64 миллиардов по сравнению с предыдущим прогнозом около $56 миллиардо","url":"https://www.aioga.com/ru/news/cmrn9ik1w00cdbic6r0i9cc93/","contentTranslated":true,"sourceHash":"3281898d44a40a04","translatedAt":"2026-07-19T11:51:04.078Z"},"ar":{"title":"رفعت TSMC توقعاتها للإنفاق الرأسمالي لعام 2026 إلى 60~64 مليار دولار، مع تقدم سلس في عملية A14","summary":"في مكالمة أرباحها للربع الثاني من عام 2026، رفعت TSMC توقعاتها للإنفاق الرأسمالي لعام 2026 إلى 60~64 مليار دولار، مقارنة بالتوقعات السابقة التي كانت تقارب 56 مليار دولار. صرح رئيس مجلس الإدارة وي تشجيا أن تطوير عملية A14 (1.4 نانومتر)، المتوقع أن يتم إنتاجها بكميات كبيرة في عام 2028، يسير بسلاسة، مع اهتمام كبير من عملاء الأجهزة المحمولة ومعالجة الحوسبة عالية الحوسبة، وستصبح عملية أكبر وأكثر ديمومة من 2 نانومتر. تتوقع TSMC إيرادات موحدة تبلغ 44.6~45.8 مليار دولار في الربع الثالث من 2026، مع نمو إيرادات الدولار الأمريكي على مدار العام 2026 يتجاوز 40٪.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"رفعت TSMC توقعاتها للإنفاق الرأسمالي لعام 2026 إلى 60~64 مليار دولار، مع تقدم سلس في عملية A14 - Aioga أخبار الذكاء الاصطناعي","description":"في مكالمة أرباحها للربع الثاني من عام 2026، رفعت TSMC توقعاتها للإنفاق الرأسمالي لعام 2026 إلى 60~64 مليار دولار، مقارنة بالتوقعات السابقة التي كانت تقارب 56 مليار دولار. صرح رئيس ","url":"https://www.aioga.com/ar/news/cmrn9ik1w00cdbic6r0i9cc93/","contentTranslated":true,"sourceHash":"3281898d44a40a04","translatedAt":"2026-07-19T11:51:03.789Z"},"hi":{"title":"TSMC ने A14 प्रक्रिया में सुचारू प्रगति के साथ, अपने 2026 के पूंजीगत व्यय के अनुमान को $60~64 बिलियन तक बढ़ा दिया है","summary":"अपने Q2 2026 आय कॉल पर, TSMC ने अपने 2026 के पूंजीगत व्यय पूर्वानुमान को $60~64 बिलियन तक बढ़ा दिया, जबकि पिछले पूर्वानुमान $56 बिलियन के करीब था। अध्यक्ष वेई झेजिया ने कहा कि A14 प्रक्रिया (1.4nm) का विकास, जिसका 2028 में बड़े पैमाने पर उत्पादन होने की उम्मीद है, मोबाइल और HPC ग्राहकों की मजबूत रुचि के साथ सुचारू रूप से आगे बढ़ रहा है, और 2nm की तुलना में एक बड़ी और अधिक टिकाऊ प्रक्रिया बन जाएगी। TSMC को Q3 2026 में $44.6~45.8 बिलियन के समेकित राजस्व की उम्मीद है, जिसमें पूरे वर्ष 2026 USD की राजस्व वृद्धि 40% से अधिक होगी।","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"TSMC ने A14 प्रक्रिया में सुचारू प्रगति के साथ, अपने 2026 के पूंजीगत व्यय के अनुमान को $60~64 बिलियन तक बढ़ा दिया है - Aioga AI समाचार","description":"अपने Q2 2026 आय कॉल पर, TSMC ने अपने 2026 के पूंजीगत व्यय पूर्वानुमान को $60~64 बिलियन तक बढ़ा दिया, जबकि पिछले पूर्वानुमान $56 बिलियन के करीब था। अध्यक्ष वेई झेजिया ने कहा कि A14 ","url":"https://www.aioga.com/hi/news/cmrn9ik1w00cdbic6r0i9cc93/","contentTranslated":true,"sourceHash":"3281898d44a40a04","translatedAt":"2026-07-19T11:51:03.996Z"},"it":{"title":"TSMC ha aumentato la sua previsione di spesa in conto capitale per il 2026 a 60~64 miliardi di dollari, con un progresso fluido nel processo A14","summary":"Alla sua conference call sugli utili del secondo trimestre 2026, TSMC ha alzato la sua previsione di spesa in conto capitale per il 2026 a 60~64 miliardi di dollari, rispetto alla precedente previsione di quasi 56 miliardi di dollari. Il presidente Wei Zhejia ha dichiarato che lo sviluppo del processo A14 (1,4nm), previsto per la produzione di serie nel 2028, sta procedendo senza intoppi, con forte interesse da parte dei clienti mobili e HPC, e diventerà un processo più grande e duraturo rispetto al 2nm. TSMC prevede ricavi consolidati di 44,6~45,8 miliardi di dollari nel terzo trimestre 2026, con una crescita dei ricavi USA per l'intero anno 2026 superiore al 40%.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"TSMC ha aumentato la sua previsione di spesa in conto capitale per il 2026 a 60~64 miliardi di dollari, con un progresso fluido nel processo A14 - Aioga Notizie IA","description":"Alla sua conference call sugli utili del secondo trimestre 2026, TSMC ha alzato la sua previsione di spesa in conto capitale per il 2026 a 60~64 miliardi di dollari, rispetto alla ","url":"https://www.aioga.com/it/news/cmrn9ik1w00cdbic6r0i9cc93/","contentTranslated":true,"sourceHash":"3281898d44a40a04","translatedAt":"2026-07-19T11:51:04.591Z"},"nl":{"title":"TSMC heeft zijn investeringsprognose voor 2026 verhoogd tot $60~64 miljard, met een soepele voortgang in het A14-proces","summary":"Tijdens de Q2 2026 earnings call verhoogde TSMC zijn kapitaaluitgavenprognose voor 2026 tot $60~64 miljard, vergeleken met de eerdere prognose van bijna $56 miljard. Voorzitter Wei Zhejia verklaarde dat de ontwikkeling van het A14-proces (1,4 nm), dat naar verwachting in 2028 in massaproductie zal worden uitgevoerd, soepel verloopt, met grote interesse van mobiele en HPC-klanten, en dat het een groter en duurzamer proces zal worden dan 2nm. TSMC verwacht een geconsolideerde omzet van $44,6~45,8 miljard in het derde kwartaal van 2026, met een omzetgroei van meer dan 40% in het volledige jaar 2026.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"TSMC heeft zijn investeringsprognose voor 2026 verhoogd tot $60~64 miljard, met een soepele voortgang in het A14-proces - Aioga AI-nieuws","description":"Tijdens de Q2 2026 earnings call verhoogde TSMC zijn kapitaaluitgavenprognose voor 2026 tot $60~64 miljard, vergeleken met de eerdere prognose van bijna $56 miljard. Voorzitter Wei","url":"https://www.aioga.com/nl/news/cmrn9ik1w00cdbic6r0i9cc93/","contentTranslated":true,"sourceHash":"3281898d44a40a04","translatedAt":"2026-07-19T11:51:02.810Z"},"tr":{"title":"TSMC, 2026 sermaye harcama tahminini 60~64 milyar dolara yükseltmiş ve A14 sürecinde sorunsuz ilerleme kaydedilmiştir","summary":"2026 çeyrek kazanç çağrısında, TSMC 2026 sermaye harcama tahminini 60~64 milyar dolara çıkardı; önceki tahmin ise yaklaşık 56 milyar dolardı. Başkan Wei Zhejia, 2028'de seri üretime alınması beklenen A14 sürecinin (1.4nm) geliştirilmesinin sorunsuz ilerlediğini, mobil ve HPC müşterilerinin yoğun ilgisiyle ilerlediğini ve 2nm'den daha büyük ve dayanıklı bir süreç olacağını belirtti. TSMC, 2026 üçüncü çeyreğinde konsolide gelirin 44,6~45,8 milyar dolar olması, 2026 yılının tam yıl gelir artışı ise %40'ın üzerinde büyümesi öngörüyor.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"TSMC, 2026 sermaye harcama tahminini 60~64 milyar dolara yükseltmiş ve A14 sürecinde sorunsuz ilerleme kaydedilmiştir - Aioga AI Haberleri","description":"2026 çeyrek kazanç çağrısında, TSMC 2026 sermaye harcama tahminini 60~64 milyar dolara çıkardı; önceki tahmin ise yaklaşık 56 milyar dolardı. Başkan Wei Zhejia, 2028'de seri üretim","url":"https://www.aioga.com/tr/news/cmrn9ik1w00cdbic6r0i9cc93/","contentTranslated":true,"sourceHash":"3281898d44a40a04","translatedAt":"2026-07-19T11:51:03.007Z"},"vi":{"title":"TSMC đã nâng dự báo chi tiêu vốn năm 2026 lên 60 ~ 64 tỷ USD, với tiến độ suôn sẻ trong quá trình A14","summary":"Tại cuộc gọi thu nhập quý 2 năm 2026, TSMC đã nâng dự báo chi tiêu vốn năm 2026 lên 60 ~ 64 tỷ USD, so với dự báo trước đó là gần 56 tỷ USD. Chủ tịch Wei Zhejia tuyên bố rằng sự phát triển của quy trình A14 (1.4nm), dự kiến sẽ được sản xuất hàng loạt vào năm 2028, đang tiến triển suôn sẻ, với sự quan tâm mạnh mẽ từ khách hàng di động và HPC, và sẽ trở thành một quy trình lớn hơn và bền hơn so với 2nm. TSMC dự kiến doanh thu hợp nhất là 44,6 ~ 45,8 tỷ USD trong quý 3 năm 2026, với mức tăng trưởng doanh thu cả năm 2026 vượt quá 40%.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"TSMC đã nâng dự báo chi tiêu vốn năm 2026 lên 60 ~ 64 tỷ USD, với tiến độ suôn sẻ trong quá trình A14 - Tin tức AI Aioga","description":"Tại cuộc gọi thu nhập quý 2 năm 2026, TSMC đã nâng dự báo chi tiêu vốn năm 2026 lên 60 ~ 64 tỷ USD, so với dự báo trước đó là gần 56 tỷ USD. Chủ tịch Wei Zhejia tuyên bố rằng sự ph","url":"https://www.aioga.com/vi/news/cmrn9ik1w00cdbic6r0i9cc93/","contentTranslated":true,"sourceHash":"3281898d44a40a04","translatedAt":"2026-07-19T11:51:02.668Z"},"id":{"title":"TSMC telah menaikkan perkiraan belanja modal 2026 menjadi $60~64 miliar, dengan kemajuan yang lancar dalam proses A14","summary":"Pada panggilan pendapatan Q2 2026, TSMC menaikkan perkiraan belanja modal 2026 menjadi $60~64 miliar, dibandingkan dengan perkiraan sebelumnya mendekati $56 miliar. Ketua Wei Zhejia menyatakan bahwa pengembangan proses A14 (1.4nm), yang diharapkan akan diproduksi secara massal pada tahun 2028, berjalan lancar, dengan minat yang kuat dari pelanggan seluler dan HPC, dan akan menjadi proses yang lebih besar dan lebih tahan lama daripada 2nm. TSMC mengharapkan pendapatan konsolidasi sebesar $44,6~45,8 miliar pada Q3 2026, dengan pertumbuhan pendapatan USD setahun penuh 2026 melebihi 40%.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"TSMC telah menaikkan perkiraan belanja modal 2026 menjadi $60~64 miliar, dengan kemajuan yang lancar dalam proses A14 - Berita AI Aioga","description":"Pada panggilan pendapatan Q2 2026, TSMC menaikkan perkiraan belanja modal 2026 menjadi $60~64 miliar, dibandingkan dengan perkiraan sebelumnya mendekati $56 miliar. Ketua Wei Zheji","url":"https://www.aioga.com/id/news/cmrn9ik1w00cdbic6r0i9cc93/","contentTranslated":true,"sourceHash":"3281898d44a40a04","translatedAt":"2026-07-19T11:51:03.832Z"},"th":{"title":"TSMC ได้เพิ่มการคาดการณ์รายจ่ายฝ่ายทุนในปี 2026 เป็น 60~64 พันล้านดอลลาร์ โดยมีความคืบหน้าอย่างราบรื่นในกระบวนการ A14","summary":"ในการแถลงผลประกอบการไตรมาสที่ 2 ปี 2026 TSMC ได้เพิ่มการคาดการณ์รายจ่ายฝ่ายทุนในปี 2026 เป็น 60~64 พันล้านดอลลาร์ เทียบกับการคาดการณ์ก่อนหน้านี้ที่ใกล้เคียงกับ 56 พันล้านดอลลาร์ ประธาน Wei Zhejia กล่าวว่าการพัฒนากระบวนการ A14 (1.4nm) ซึ่งคาดว่าจะผลิตจํานวนมากในปี 2028 กําลังดําเนินไปอย่างราบรื่น โดยได้รับความสนใจอย่างมากจากลูกค้ามือถือและ HPC และจะกลายเป็นกระบวนการที่ใหญ่กว่าและทนทานกว่า 2nm TSMC คาดว่ารายได้รวมจะอยู่ที่ 44.6~45.8 พันล้านดอลลาร์ในไตรมาสที่ 3 ปี 2026 โดยรายได้ทั้งปี 2026 จะเติบโตเกิน 40%","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"TSMC ได้เพิ่มการคาดการณ์รายจ่ายฝ่ายทุนในปี 2026 เป็น 60~64 พันล้านดอลลาร์ โดยมีความคืบหน้าอย่างราบรื่นในกระบวนการ A14 - ข่าว AI Aioga","description":"ในการแถลงผลประกอบการไตรมาสที่ 2 ปี 2026 TSMC ได้เพิ่มการคาดการณ์รายจ่ายฝ่ายทุนในปี 2026 เป็น 60~64 พันล้านดอลลาร์ เทียบกับการคาดการณ์ก่อนหน้านี้ที่ใกล้เคียงกับ 56 พันล้านดอลลาร์ ปร","url":"https://www.aioga.com/th/news/cmrn9ik1w00cdbic6r0i9cc93/","contentTranslated":true,"sourceHash":"3281898d44a40a04","translatedAt":"2026-07-19T11:51:04.186Z"},"pl":{"title":"TSMC podniosło prognozę wydatków kapitałowych na 2026 rok do 60~64 miliardów dolarów, przy płynnym postępie w procesie A14","summary":"Podczas konferencji o wynikach finansowych za drugi kwartał 2026 roku, TSMC podniosło prognozę wydatków kapitałowych na 2026 rok do 60~64 miliardów dolarów, w porównaniu do wcześniejszych prognoz bliskich 56 miliardów dolarów. Przewodniczący Wei Zhejia stwierdził, że rozwój procesu A14 (1,4nm), którego masowa produkcja planowana jest na 2028 rok, przebiega sprawnie, z dużym zainteresowaniem klientów mobilnych i HPC, i stanie się większym i bardziej trwałym procesem niż 2nm. TSMC przewiduje skonsolidowane przychody w wysokości 44,6~45,8 miliarda USD w trzecim kwartale 2026 roku, z rocznym wzrostem przychodów USD przekraczającym 40%.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"TSMC podniosło prognozę wydatków kapitałowych na 2026 rok do 60~64 miliardów dolarów, przy płynnym postępie w procesie A14 - Aioga Wiadomości AI","description":"Podczas konferencji o wynikach finansowych za drugi kwartał 2026 roku, TSMC podniosło prognozę wydatków kapitałowych na 2026 rok do 60~64 miliardów dolarów, w porównaniu do wcześni","url":"https://www.aioga.com/pl/news/cmrn9ik1w00cdbic6r0i9cc93/","contentTranslated":true,"sourceHash":"3281898d44a40a04","translatedAt":"2026-07-19T11:51:04.918Z"}}}}