AI 芯片需求火热：台积电三季度营收增约五成，三星利润预增九倍
人工智能芯片的"卖水人"们又交出惊人数字。台积电第三季度营收合计约新台币1.49万亿元（约467亿美元），同比增长约五成，其中9月单月营收约5119亿新台币、同比增55%。三星电子同日发布的业绩预告预计，三季度营业利润约107.4万亿韩元（约802亿美元），是去年同期的近九倍；正式财报将于10月29日公布。 两组数字指向同一件事：全球科技巨头为AI数据中心采购芯片与存储的力度仍在加速。台积电是英伟达、苹果等公司先进制程的主要代工厂，它的营收被视为AI硬件景气的风向标；三星的利润暴增则主要来自存储芯片涨价与高带宽内存（HBM）需求。 对在美华人科技从业者而言，这股景气直接关系到湾区、西雅图、奥斯汀等科技重镇的招聘与期权价值。不过也要留意：台积电的月度营收是出货口径，三星的还是预告数，最终数字以两家公司本月下旬的正式财报为准。
AI Chip Demand Booms: TSMC Q3 Revenue Up About 50%, Samsung Profit Seen Up Ninefold
The arms dealers of the AI race have posted another set of eye-popping numbers. TSMC's third-quarter revenue totaled about NT$1.49 trillion (roughly $46.7 billion), up about 50% from a year earlier, with September alone up 55% at NT$511.9 billion. Samsung Electronics' guidance the same day pointed to Q3 operating profit of about 107.4 trillion won (roughly $80.2 billion), nearly nine times last year's level; full results are due Oct. 29. Both point the same way: spending by global tech giants on chips and memory for AI data centers is still accelerating. TSMC fabricates advanced processors for Nvidia, Apple and others, making its revenue a bellwether for AI hardware, while Samsung's surge rides memory price increases and demand for high-bandwidth memory (HBM). For Chinese-American tech workers, the boom feeds directly into hiring and equity values in the Bay Area, Seattle and Austin. One caution: TSMC's monthly figures reflect shipments and Samsung's are guidance only; audited results arrive later this month.
图片来源：图片来源：Openverse · jurvetson（CC BY）