TSMC warns of deepening chip slump as AI boom fails to offset economic woes
台积电：半导体行业低迷加剧
World’s largest contract semiconductor manufacturer expects 2023 revenue to drop by 10%
世界最大代工芯片制造商警告，人工智能领域的繁荣未能抵消全球经济不景气和中国复苏迟缓。台积电预计今年营收下降10%。
The world’s biggest contract chipmaker, Taiwan Semiconductor Manufacturing Company, has warned of a deepening semiconductor slump, as the boom in artificial intelligence fails to offset global economic woes and China’s delayed recovery.
世界最大的代工芯片制造商台积电(TSMC)警告称，半导体行业的低迷正在加剧，原因是人工智能(AI)领域的繁荣未能抵消全球经济不景气和中国复苏迟缓的影响。
TSMC now expects its 2023 revenue to drop by 10 per cent, rather than the less than 5 per cent it forecast three months ago, the Taiwanese company told investors on Thursday. This would translate into a 15 per cent revenue decrease in the second half of the year, compared with the same period in 2022.
这家台湾公司周四告诉投资者，它目前预计2023年营收将会下降10%，而不是三个月前预测的不到5%。这将意味着今年下半年的营收同比下降15%。
“Three months ago we were probably more optimistic, but now [we are] not. The recovery of the Chinese economy is weaker than we thought, so end-market demand is not as we expected,” said CC Wei, chief executive. “Although we have very good AI end-market demand, it is not enough to offset [that weakness].”
“我们在三个月前很可能比较乐观，但现在（我们）并非如此。中国经济复苏弱于我们之前的设想，因此，终端市场需求不及我们预期，”总裁魏哲家(CC Wei)表示。“尽管我们有非常好的AI终端市场需求，但还不足以抵消（这种疲弱）。”
