由 jpichiban 台湾19家主要的IT企业7月营业收入总计比去年同期增长21.6%，其中包括向全球IT巨头供应半导体和数字产品的企业。人工智能（AI）相关业务的收入大幅增加。台积电7月营收创下历史新高，达到2569亿新台币，主要得益于用于生成式AI的服务器和智能手机搭载的尖端半导体销售强劲。广达电脑和鸿海精密工业等电子代工巨头也实现了显著增长，其中广达电脑预计2024年AI服务器营收将翻倍。服务器相关领域以外，联发科技、日月光投资控股和大立光电等企业也从2023年的低迷中恢复，营业收入出现增长。
Original Title: 台湾19家IT企业7月增收21.6%，台积电创新高
Summary: 19 major IT companies in Taiwan, including those that supply semiconductors and digital products to global IT giants, saw their combined revenue increase by 21.6% year-on-year in July. This increase was driven by a significant surge in revenue related to artificial intelligence (AI). Taiwan Semiconductor Manufacturing Company (TSMC), the world’s leading semiconductor manufacturer, reported record-high revenue for the month, reaching 2569 billion New Taiwan dollars. This was fueled by strong sales of advanced semiconductors for AI servers and smartphones. Other electronics manufacturing giants like Quanta Computer and Hon Hai Precision Industry also experienced significant growth. Quanta Computer expects its AI server revenue to double in 2024. Outside of the server sector, companies like MediaTek, ASE Technology Holding, and Largan Precision have recovered from the 2023 slump, showing growth in revenue.
Original article: http://cn.nikkei.com/industry/itelectric-appliance/56422-2024-08-15-08-27-29.html?print=1