# 索尼集團宣布計畫與台灣半導體製造公司成立影像感測器合資企業後，股價大幅上漲。

*semiconductor, business · news · 2026-05-11 · MarketScreener*

## Key points

- 索尼計畫與台積電合資開發次世代影像感測器。
- 索尼將成為新影像感測器合資企業的多數及控股股東。
- 該合資企業旨在限制資本支出，同時為增加的AI相關感測器需求做準備。
- 索尼預測淨利將增加12.5%，部分原因是內部遊戲軟體銷售提升。

By Kosaku Narioka Sony Group shares rose sharply after it announced plans to establish an image-sensor joint venture with Taiwan Semiconductor Manufacturing Co. and projected stronger fiscal-year net profit on higher game earnings. Shares were recently 9.8% higher at 3,420 yen, equivalent to $21.83, in Tokyo on Monday after rising as much as 12% earlier. The Japanese entertainment and electronics company said after Friday's market close that it plans to set up a joint venture with TSMC to develop and produce next-generation image sensors. Sony aims to limit capital expenditure with the move as it prepares for greater demand for "eyes" for machines in the age of artificial intelligence. The company expects to be the majority and controlling shareholder of the venture. Chief Executive Hiroki Totoki said at a briefing that Sony's ability to supply image sensors has been constrained by its manufacturing capacity and that the company wants to be ready for future demand. Earlier Friday, Sony forecast a 12.5% jump in net profit to Y1.160 trillion for the year that began in April, thanks in part to higher earnings from its game business. The company projected operating profit for the business to climb 30% to Y600 billion, driven by stronger sales of in-house game software titles. Write to Kosaku Narioka at kosaku.narioka@wsj.com (END) Dow Jones Newswires 05-10-26 2233ET

**Companies:** Sony Group, Taiwan Semiconductor Manufacturing Co.
**Countries:** Japan, Taiwan

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