Taivano bendrov\u0117 \u201eTSMC\u201c, did\u017eiausia pasaulyje sutartin\u0117 puslaidininki\u0173 gamintoja, paskelb\u0117 rekordin\u012f 2026 met\u0173 antrojo ketvir\u010dio gryn\u0105j\u012f peln\u0105. Bendrov\u0117 nurod\u0117, kad pelnas per metus i\u0161augo 77 proc., o pagrindiniu augimo varikliu i\u0161lieka lust\u0173 paklausa DI sistemoms.<\/p>\n
\u012emon\u0117 prane\u0161\u0117 u\u017edirbusi 706,6 mlrd. Taivano doleri\u0173, tai yra apie 19,1 mlrd. eur\u0173 grynojo pelno. Pajamos siek\u0117 1,27 trln. Taivano doleri\u0173, arba apie 36,8 mlrd. eur\u0173, ir buvo 36 proc. didesn\u0117s nei prie\u0161 metus.<\/p>\n
Rezultatai vir\u0161ijo analitik\u0173 l\u016bkes\u010dius: ketvir\u010dio pajamos sudar\u0117 apie 36,8 mlrd. eur\u0173, kai rinkoje buvo tik\u0117tasi ma\u017edaug 34,6 mlrd. eur\u0173. \u201eTSMC\u201c rezultatai da\u017enai laikomi viso sektoriaus barometru, nes \u012fmon\u0117 gamina pa\u017eangius lustus daugeliui did\u017ei\u0173j\u0173 dizaineri\u0173.<\/p>\n
\u201eTSMC\u201c vadovas Che-Chia Wei teig\u0117, kad DI susijusi paklausa yra itin stipri, o \u0161is ciklas, bendrov\u0117s vertinimu, gali i\u0161likti labai intensyvus iki 2029 ar 2030 met\u0173. D\u0117l to \u201eTSMC\u201c pak\u0117l\u0117 2026 met\u0173 pajam\u0173 augimo prognoz\u0119 iki kiek daugiau nei 40 proc. per metus, anks\u010diau kalb\u0117ta apie daugiau nei 30 proc.<\/p>\n
Pastaraisiais ketvir\u010diais rinkoje daug diskutuojama apie galim\u0105 DI akcij\u0173 burbul\u0105, ta\u010diau \u201eTSMC\u201c skai\u010diai rodo, kad realus u\u017esakym\u0173 portfelis vis dar ple\u010diasi. \u012emon\u0117s gaminami pa\u017eang\u016bs procesoriai ir atminties sprendimai yra b\u016btini duomen\u0173 centrams, kurie aptarnauja didelius DI modelius.<\/p>\n
Kartu su finansiniais rezultatais \u201eTSMC\u201c paskelb\u0117 planuojanti papildomai investuoti apie 87,4 mlrd. eur\u0173 \u012f gamybos paj\u0117gum\u0173 pl\u0117tr\u0105 Jungtin\u0117se Valstijose. \u0160ios l\u0117\u0161os b\u016bt\u0173 prid\u0117tos prie anks\u010diau \u012fsipareigot\u0173 apie 144 mlrd. eur\u0173, skirt\u0173 \u0161e\u0161ioms gamykloms Arizonoje, tad bendra pa\u017ead\u0117t\u0173 investicij\u0173 suma priart\u0117t\u0173 prie 231 mlrd. eur\u0173.<\/p>\n
Pasak bendrov\u0117s, naujos investicijos tur\u0117t\u0173 finansuoti dar keturias gamyklas Arizonoje, orientuotas \u012f pa\u017eangiausius, 2 nanometr\u0173 ir ma\u017eesnius, technologinius procesus. Bendrov\u0117 pabr\u0117\u017eia, kad pl\u0117tra reikalinga siekiant patenkinti ilgalaik\u0119 JAV klient\u0173 paklaus\u0105 ir ma\u017einti tiekimo grandini\u0173 rizikas.<\/p>\n
\u201eTSMC\u201c taip pat pak\u0117l\u0117 2026 met\u0173 kapitalo i\u0161laid\u0173 plan\u0105: dabar numatoma investuoti nuo 52,4 iki 55,9 mlrd. eur\u0173, kai anks\u010diau planuotas 45,4\u201348,9 mlrd. eur\u0173 intervalas. Tokie biud\u017eetai atspindi brang\u0173 per\u0117jim\u0105 prie vis smulkesni\u0173 technologini\u0173 proces\u0173, kuriems reikia itin sud\u0117tingos \u012frangos ir didelio energijos bei vandens infrastrukt\u016bros pasirengimo.<\/p>\n
JAV pl\u0117tros planai sutampa su Va\u0161ingtono pastangomis gr\u0105\u017einti dal\u012f kritin\u0117s puslaidininki\u0173 gamybos \u012f \u0161al\u012f, ypa\u010d po pastar\u0173j\u0173 met\u0173 tiekimo sutrikim\u0173 ir geopolitini\u0173 \u012ftamp\u0173 Azijoje. Rinkai tai signalas, kad kova d\u0117l pa\u017eangiausi\u0173 lust\u0173 gamybos paj\u0117gum\u0173 persikelia i\u0161 vien tik technologij\u0173 \u012fmoni\u0173 lygmens \u012f valstybi\u0173 strategini\u0173 interes\u0173 lauk\u0105.<\/p>\n","protected":false},"excerpt":{"rendered":"
\u201eTSMC\u201c paskelb\u0117 rekordin\u012f ketvir\u010dio peln\u0105 ir prane\u0161\u0117 apie dar 87 mlrd. eur\u0173 investicij\u0173 plan\u0105 JAV, siekdama pl\u0117sti pa\u017eangi\u0173 lust\u0173 gamyb\u0105.<\/p>\n","protected":false},"author":0,"featured_media":40900,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[94],"tags":[1571,102,3083,11056,1464,1471,8063],"miestas":[],"class_list":["post-40899","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-finansai","tag-apple","tag-dirbtinis-intelektas","tag-jungtines-valstijos","tag-lustu-gamyba","tag-nvidia","tag-puslaidininkiai","tag-tsmc"],"acf":[],"_links":{"self":[{"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/posts\/40899","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/comments?post=40899"}],"version-history":[{"count":0,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/posts\/40899\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/media\/40900"}],"wp:attachment":[{"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/media?parent=40899"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/categories?post=40899"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/tags?post=40899"},{"taxonomy":"miestas","embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/miestas?post=40899"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}