{"id":4329,"date":"2026-07-17T11:18:28","date_gmt":"2026-07-17T03:18:28","guid":{"rendered":"https:\/\/fdinews.asia\/tsmc-lap-ky-luc-loi-nhuan-quy-2-2026-cam-ket-them-100-ty-usd-vao-my\/"},"modified":"2026-07-17T11:18:28","modified_gmt":"2026-07-17T03:18:28","slug":"tsmc-lap-ky-luc-loi-nhuan-quy-2-2026-cam-ket-them-100-ty-usd-vao-my","status":"publish","type":"post","link":"https:\/\/fdinews.asia\/zh\/tsmc-lap-ky-luc-loi-nhuan-quy-2-2026-cam-ket-them-100-ty-usd-vao-my\/","title":{"rendered":"TSMC l\u1eadp k\u1ef7 l\u1ee5c l\u1ee3i nhu\u1eadn qu\u00fd 2\/2026, cam k\u1ebft th\u00eam 100 t\u1ef7 USD v\u00e0o M\u1ef9"},"content":{"rendered":"
\n

Ng\u00e0y 16\/7\/2026, Taiwan Semiconductor Manufacturing Company (TSMC) \u2014 h\u00e3ng gia c\u00f4ng chip theo h\u1ee3p \u0111\u1ed3ng l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi \u2014 b\u01b0\u1edbc ra bu\u1ed5i h\u1ecdp b\u00e1o k\u1ebft qu\u1ea3 kinh doanh qu\u00fd 2 v\u1edbi m\u1ed9t b\u1ea3ng th\u00e0nh t\u00edch ch\u01b0a t\u1eebng c\u00f3: doanh thu v\u00e0 l\u1ee3i nhu\u1eadn \u0111\u1ec1u l\u1eadp k\u1ef7 l\u1ee5c. Ngay t\u1ea1i \u0111\u00f3, Ch\u1ee7 t\u1ecbch ki\u00eam T\u1ed5ng gi\u00e1m \u0111\u1ed1c Ng\u1ee5y Tri\u1ebft Gia (C.C. Wei) th\u00f4ng b\u00e1o r\u00f3t th\u00eam kho\u1ea3ng 100 t\u1ef7 USD v\u00e0o M\u1ef9 v\u00e0 n\u00e2ng d\u1ef1 b\u00e1o t\u0103ng tr\u01b0\u1edfng doanh thu c\u1ea3 n\u0103m. V\u1edbi doanh nghi\u1ec7p Vi\u1ec7t Nam \u0111ang d\u00f5i theo d\u00f2ng v\u1ed1n b\u00e1n d\u1eabn c\u1ee7a khu v\u1ef1c, \u0111\u00e2y l\u00e0 b\u1ea3n tin \u0111\u00e1ng \u0111\u1ecdc ch\u1eadm.<\/p>\n

B\u1ee9c tranh con s\u1ed1 qu\u00fd 2\/2026 c\u1ee7a TSMC<\/h2>\n

Theo trang c\u00f4ng b\u1ed1 t\u00e0i ch\u00ednh ch\u00ednh th\u1ee9c c\u1ee7a TSMC, doanh thu r\u00f2ng qu\u00fd 2\/2026 \u0111\u1ea1t 40,20 t\u1ef7 USD, bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p 67,7% v\u00e0 bi\u00ean l\u1ee3i nhu\u1eadn ho\u1ea1t \u0111\u1ed9ng 60,3%. L\u1ee3i nhu\u1eadn sau thu\u1ebf c\u00e1n m\u1ed1c 706,56 t\u1ef7 \u0110\u00e0i t\u1ec7, t\u0103ng 77,4% so v\u1edbi c\u00f9ng k\u1ef3 \u2014 qu\u00fd th\u1ee9 n\u0103m li\u00ean ti\u1ebfp l\u1eadp \u0111\u1ec9nh. S\u1ee9c k\u00e9o n\u1eb1m \u1edf nhu c\u1ea7u tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI): m\u1ea3ng \u0110i\u1ec7n to\u00e1n hi\u1ec7u n\u0103ng cao (HPC) \u0111\u00f3ng g\u00f3p kho\u1ea3ng hai ph\u1ea7n ba doanh thu, c\u00f2n c\u00e1c n\u00fat c\u00f4ng ngh\u1ec7 ti\u00ean ti\u1ebfn (7 nanomet tr\u1edf xu\u1ed1ng) chi\u1ebfm kho\u1ea3ng 77% doanh thu wafer.<\/p>\n

Sang qu\u00fd 3\/2026, h\u00e3ng d\u1ef1 b\u00e1o doanh thu 44,6\u201345,8 t\u1ef7 USD, bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p 65,0%\u201367,0%. C\u00f9ng l\u00fac, TSMC n\u00e2ng d\u1ef1 b\u00e1o t\u0103ng tr\u01b0\u1edfng doanh thu c\u1ea3 n\u0103m 2026 (t\u00ednh theo USD) l\u00ean h\u01a1n 40%, v\u00e0 k\u00e9o k\u1ebf ho\u1ea1ch chi ti\u00eau v\u1ed1n (capex) n\u0103m 2026 l\u00ean kho\u1ea3ng 60\u201364 t\u1ef7 USD. Nh\u1eefng con s\u1ed1 \u1ea5y n\u00f3i l\u00ean m\u1ed9t \u0111i\u1ec1u: chu k\u1ef3 \u0111\u1ea7u t\u01b0 c\u1ee7a ng\u00e0nh \u0111ang \u0111\u01b0\u1ee3c \u0111\u1ea9y l\u00ean r\u1ea5t cao, v\u00e0 d\u1ed3n v\u1ec1 m\u1ed9t nh\u00f3m r\u1ea5t h\u1eb9p c\u00e1c tay ch\u01a1i d\u1eabn \u0111\u1ea7u.<\/p>\n

D\u00f2ng v\u1ed1n v\u1eabn nghi\u00eang v\u1ec1 \u0110\u00e0i Loan v\u00e0 M\u1ef9<\/h2>\n

\u0110i\u1ec3m th\u1ee9 hai \u0111\u00e1ng \u0111\u1ec3 m\u1eaft l\u00e0 k\u1ebf ho\u1ea1ch \u0111\u1ea7u t\u01b0. \u00d4ng Ng\u1ee5y Tri\u1ebft Gia cho bi\u1ebft TSMC s\u1ebd chi th\u00eam kho\u1ea3ng 100 t\u1ef7 USD m\u1edf r\u1ed9ng n\u0103ng l\u1ef1c t\u1ea1i M\u1ef9, d\u1ef1ng th\u00eam nh\u00e0 m\u00e1y \u1edf bang Arizona \u0111\u1ec3 l\u00e0m nh\u1eefng d\u00f2ng chip ti\u00ean ti\u1ebfn nh\u1ea5t, \u1edf m\u1ee9c 2 nanomet tr\u1edf xu\u1ed1ng. Kho\u1ea3n n\u00e0y \u0111\u01b0a t\u1ed5ng cam k\u1ebft \u0111\u1ea7u t\u01b0 c\u1ee7a TSMC t\u1ea1i M\u1ef9 l\u00ean kho\u1ea3ng 265 t\u1ef7 USD. D\u00f9 v\u1eady, h\u00e3ng kh\u1eb3ng \u0111\u1ecbnh ph\u1ea7n n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t ti\u00ean ti\u1ebfn ch\u1ee7 l\u1ef1c v\u1eabn n\u1eb1m \u1edf \u0110\u00e0i Loan.<\/p>\n

N\u00f3i g\u1ecdn: kh\u00e2u ch\u1ebf t\u1ea1o t\u1ea1i n\u00fat ti\u00ean ti\u1ebfn nh\u1ea5t v\u1eabn \u0111\u01b0\u1ee3c gom v\u1ec1 hai \u0111i\u1ec3m \u2014 \u0110\u00e0i Loan v\u00e0 M\u1ef9. V\u00e0 \u0111\u00e2y ch\u00ednh l\u00e0 ch\u1ed7 doanh nghi\u1ec7p Vi\u1ec7t Nam c\u1ea7n \u0111\u1eb7t \u0111\u00fang b\u1ed1i c\u1ea3nh, b\u1edfi kh\u00f4ng ph\u1ea3i m\u1eaft x\u00edch n\u00e0o c\u1ee7a chu\u1ed7i b\u00e1n d\u1eabn c\u0169ng d\u1ecbch chuy\u1ec3n theo m\u1ed9t h\u01b0\u1edbng.<\/p>\n

ASEAN v\u00e0 Vi\u1ec7t Nam \u0111\u1ee9ng \u1edf \u0111\u00e2u<\/h2>\n

V\u1edbi \u0110\u00f4ng Nam \u00c1, b\u1ee9c tranh n\u00e0y g\u1ee3i ra v\u00e0i \u0111i\u1ec1u. Tr\u01b0\u1edbc h\u1ebft, khi kh\u00e2u ch\u1ebf t\u1ea1o t\u1ea5m wafer ti\u00ean ti\u1ebfn nh\u1ea5t neo l\u1ea1i \u1edf \u0110\u00e0i Loan v\u00e0 M\u1ef9, ph\u1ea7n m\u00e0 ASEAN \u2014 trong \u0111\u00f3 c\u00f3 Vi\u1ec7t Nam \u2014 g\u00f3p m\u1eb7t nhi\u1ec1u nh\u1ea5t v\u1eabn l\u00e0 c\u00e1c c\u00f4ng \u0111o\u1ea1n ph\u00eda sau v\u00e0 b\u00ean c\u1ea1nh: \u0111\u00f3ng g\u00f3i v\u00e0 ki\u1ec3m \u0111\u1ecbnh (assembly & test), c\u00e1c n\u00fat c\u00f4ng ngh\u1ec7 tr\u01b0\u1edfng th\u00e0nh, v\u1eadt li\u1ec7u, l\u1eafp r\u00e1p \u0111i\u1ec7n t\u1eed. \u0110\u00f3 kh\u00f4ng ph\u1ea3i m\u1ed9t gi\u1edbi h\u1ea1n c\u1ee9ng, m\u00e0 l\u00e0 v\u1ecb tr\u00ed th\u1ef1c t\u1ebf tr\u00ean chu\u1ed7i gi\u00e1 tr\u1ecb.<\/p>\n

Th\u1ee9 hai, m\u1ee9c capex 60\u201364 t\u1ef7 USD c\u1ee7a ri\u00eang TSMC cho th\u1ea5y d\u00f2ng ti\u1ec1n c\u1ee7a ng\u00e0nh r\u1ea5t l\u1edbn, song c\u0169ng r\u1ea5t k\u00e9n. Ph\u1ea7n lan t\u1ecfa \u2014 thi\u1ebft b\u1ecb, v\u1eadt li\u1ec7u, nh\u00e0 cung \u1ee9ng c\u1ea5p hai \u2014 m\u1edbi l\u00e0 ch\u1ed7 doanh nghi\u1ec7p trong khu v\u1ef1c c\u00f3 c\u01a1 h\u1ed9i \u0111\u00f3n nhi\u1ec1u h\u01a1n, thay v\u00ec tr\u00f4ng \u0111\u1ee3i m\u1ed9t nh\u00e0 m\u00e1y ti\u1ec1n c\u00f4ng \u0111o\u1ea1n quy m\u00f4 l\u1edbn m\u1ecdc l\u00ean t\u1ee9c th\u00ec.<\/p>\n

Th\u1ee9 ba, l\u1ef1c k\u00e9o t\u1eeb nhu c\u1ea7u AI v\u1eabn r\u1ea5t r\u00f5: HPC chi\u1ebfm t\u1edbi kho\u1ea3ng hai ph\u1ea7n ba doanh thu v\u00e0 TSMC \u0111\u00e3 n\u00e2ng d\u1ef1 b\u00e1o t\u0103ng tr\u01b0\u1edfng c\u1ea3 n\u0103m 2026 l\u00ean h\u01a1n 40%. V\u1edbi doanh nghi\u1ec7p \u0111i\u1ec7n t\u1eed Vi\u1ec7t Nam, \u0111\u00f3 v\u1eeba l\u00e0 c\u01a1 h\u1ed9i \u2014 \u0111\u01a1n h\u00e0ng linh ki\u1ec7n, d\u1ecbch v\u1ee5 h\u1eadu c\u1ea7n, nh\u00e2n l\u1ef1c k\u1ef9 thu\u1eadt \u2014 v\u1eeba l\u00e0 l\u1eddi nh\u1eafc v\u1ec1 m\u1ee9c \u0111\u1ed9 c\u1ea1nh tranh \u0111\u1ec3 nh\u00edch l\u00ean v\u1ecb tr\u00ed cao h\u01a1n trong chu\u1ed7i.<\/p>\n

B\u1ea1n \u0111\u1ecdc c\u00f3 th\u1ec3 xem tr\u1ef1c ti\u1ebfp s\u1ed1 li\u1ec7u qu\u00fd 2\/2026 t\u1ea1i trang k\u1ebft qu\u1ea3 t\u00e0i ch\u00ednh ch\u00ednh th\u1ee9c c\u1ee7a TSMC<\/a> v\u00e0 th\u00f4ng c\u00e1o b\u00e1o ch\u00ed ch\u00ednh th\u1ee9c c\u1ee7a TSMC<\/a>. Xem th\u00eam b\u00e0i li\u00ean quan tr\u00ean FDI News: TSMC kh\u1edfi c\u00f4ng giai \u0111o\u1ea1n 2 c\u1ee5m \u0111\u00f3ng g\u00f3i ti\u00ean ti\u1ebfn t\u1ea1i Gia Ngh\u0129a<\/a>.<\/p>\n

\u0110\u1ecdc cho \u0111\u00fang, \u0111\u1eebng \u0111\u1ecdc qu\u00e1<\/h2>\n

Ranh gi\u1edbi c\u1ea7n gi\u1eef l\u00e0 \u0111\u1eebng suy di\u1ec5n qu\u00e1 tay. TSMC kh\u00f4ng c\u00f4ng b\u1ed1 k\u1ebf ho\u1ea1ch \u0111\u1eb7t nh\u00e0 m\u00e1y t\u1ea1i Vi\u1ec7t Nam hay ASEAN, v\u00e0 \u201cr\u00f3t th\u00eam v\u1ed1n v\u00e0o M\u1ef9\u201d kh\u00f4ng \u0111\u1ed3ng ngh\u0129a v\u1edbi \u201cr\u00fat kh\u1ecfi \u0110\u00e0i Loan\u201d. Gi\u00e1 tr\u1ecb c\u1ee7a b\u1ea3n tin n\u00e0y n\u1eb1m \u1edf ch\u1ed7 kh\u00e1c: n\u00f3 ch\u1ec9 ra tr\u1ecdng t\u00e2m n\u0103ng l\u1ef1c ti\u00ean ti\u1ebfn nh\u1ea5t \u0111ang neo \u1edf \u0111\u00e2u, d\u00f2ng v\u1ed1n \u0111ang ch\u1ea3y m\u1ea1nh t\u1edbi m\u1ee9c n\u00e0o \u2014 v\u00e0 v\u00ec th\u1ebf, doanh nghi\u1ec7p Vi\u1ec7t Nam c\u00f3 c\u01a1 s\u1edf \u0111\u1ec3 \u0111\u1ecbnh v\u1ecb m\u00ecnh \u1edf nh\u1eefng m\u1eaft x\u00edch kh\u1ea3 thi, thay v\u00ec k\u1ef3 v\u1ecdng v\u00e0o nh\u1eefng \u0111i\u1ec1u ch\u01b0a c\u00f3 c\u0103n c\u1ee9.<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

Ng\u00e0y 16\/7\/2026, Taiwan Semiconductor Manufacturing Company (TSMC) \u2014 h\u00e3ng gia c\u00f4ng chip theo h\u1ee3p \u0111\u1ed3ng l\u1edbn nh\u1ea5t th\u1ebf gi\u1edbi \u2014 b\u01b0\u1edbc ra bu\u1ed5i h\u1ecdp b\u00e1o k\u1ebft qu\u1ea3 kinh doanh qu\u00fd 2 v\u1edbi m\u1ed9t b\u1ea3ng th\u00e0nh t\u00edch ch\u01b0a t\u1eebng c\u00f3: doanh thu v\u00e0 l\u1ee3i nhu\u1eadn \u0111\u1ec1u l\u1eadp k\u1ef7 l\u1ee5c. Ngay t\u1ea1i \u0111\u00f3, Ch\u1ee7 t\u1ecbch ki\u00eam T\u1ed5ng […]<\/p>\n","protected":false},"author":5,"featured_media":4330,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[28],"tags":[],"class_list":["post-4329","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-asean-news"],"blocksy_meta":{"styles_descriptor":{"styles":{"desktop":"","tablet":"","mobile":""},"google_fonts":[],"version":7}},"_links":{"self":[{"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/posts\/4329","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/comments?post=4329"}],"version-history":[{"count":0,"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/posts\/4329\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/media\/4330"}],"wp:attachment":[{"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/media?parent=4329"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/categories?post=4329"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fdinews.asia\/zh\/wp-json\/wp\/v2\/tags?post=4329"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}