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中芯国际
71.050
+2.150
3.12%
手动刷新
成交量:
6,935.98万
成交额:
49.56亿
市值:
5,684.00亿
市盈率:
147.58
高:
72.500
开:
70.350
低:
70.350
收:
68.900
52周最高:
93.500
52周最低:
28.350
股本:
80.00亿
香港流通股本:
60.00亿
量比:
2.93
换手率:
1.16%
股息:
- -
股息率:
- -
每股收益(LYR):
0.481
净资产收益率:
3.28%
总资产收益率:
1.05%
市净率:
3.44
市盈率(LYR):
147.58
市销率:
8.08
数据加载中...
总览
公司
新闻资讯
公告
公司问答丨金宏气体:已与中芯国际、海力士等行业头部企业建立长期稳定的合作关系 本年度累计新增二十余家半导体客户
格隆汇
·
12/17
算力需求快速增长 芯片股午后发力 上海复旦(01385)涨4%
金吾资讯
·
12/17
英伟达、台积电、博通、海力士、阿斯麦、寒武纪等51家半导体企业2025年第三季度财报业绩汇总
全球TMT
·
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2026年晶圆代工行业投资策略(半导体中游系列研究之十):AI进阶与再全球化
申万宏源研究
·
12/17
AI浪潮下半导体行业高歌猛进:存储扩产与先进制程双轮驱动增长
ITBEAR科技资讯
·
12/16
中芯国际12月16日遭主力抛售1686.0万元
市场透视
·
12/16
芯片股继续走弱 美批准对华出售英伟达H200芯片 或对国产AI芯片厂商构成压力
智通财经
·
12/16
亚太股市全线下跌 港股阿里、中芯国际跌近4% 金银跳水
21世纪经济报道
·
12/16
芯片股全线飘绿 中芯国际(00981)跌近4% 华虹半导体(01347)跌3.3%
金吾财讯
·
12/16
港股异动 | 半导体概念股普跌,天域半导体跌超6%,中芯国际跌超3%
老虎资讯综合
·
12/16
中国拟推5000亿新政,强攻设备、EDA与AI芯片
国际电子商情
·
12/15
每日卖空追踪 | 中芯国际 12月15日卖空量成交86.25万股,卖空比例为1.29%
市场透视
·
12/15
中芯国际12月12日获融资买入7.42亿元,融资余额127.59亿元
新浪财经
·
12/15
港股异动 | 部分半导体概念股走低,华虹半导体、英诺赛科跌超6%
老虎资讯综合
·
12/15
中芯国际(00981)出现大手买入14.25万股,成交价$66.7,涉资950.475万
阿斯达克财经
·
12/15
存储器价格为何出现快速上涨?对产业链上下游影响几何?
中国产业经济信...
·
12/15
在消费性电子与AI新品驱动下,2025年第三季度前十大晶圆代工产值季增8.1%
与非网
·
12/15
产业研究周报:AI上游供给紧张 下游巨头发力
国金证券股份有...
·
12/15
全然半导体4年后变天:国内拿下72%产能 美国只有8%
快科技
·
12/14
最新!全球晶圆代工台积电稳坐龙头,中芯国际紧追
半导体新知道
·
12/14
更多
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12:48","pubTimestamp":1765946880,"startTime":"0","endTime":"0","summary":"IC设计英伟达公布截至2025年10月26日的第三财季业绩。第四财季来自半导体业务的营收为110.72亿美元,上年同期为82.3亿美元,同比增长35%。亚德诺半导体发布截至2025年11月1日的第四财季和财年业绩。季度净利润19.01亿美元,上年同期净亏损6.76亿美元。安谋公布截至2025年9月30日的第二财季业绩。寒武纪发布2025年第三季度报告。半导体晶圆代工大厂中芯国际发布2025年三季报。联华电子公布2025年第三季财务报告。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217135913a455785c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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00:00","pubTimestamp":1765900800,"startTime":"0","endTime":"0","summary":"需求回流,AI和主流消费推动高增。根据集邦咨询预测,得益于GPU/ASIC需求以及消费电子订单,2025年全球Fab市场收入有望YoY+27%。多GPU架构下,先进制程仍处于扩张阶段,AI需求显著拉动增长;此外,2026年或是本土供给侧突破的一年,中国高阶AI芯片市场总量有望成长逾60%。大基金三期目前尚未进入大规模项目投资和落地阶段,2026年有望成为Fab行业资本开支增量。此外,在2026年全球成熟制程新增产能中,中系Fab有望占比超3/4。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251217115134a4551448&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:41","pubTimestamp":1765874490,"startTime":"0","endTime":"0","summary":"服务器、AI专用芯片及存储设备等核心环节的市场价值显著提升,存储产品价格持续走高,多家行业领军企业已宣布扩大产能计划,带动半导体整体市场规模持续扩张。这一调整主要源于AI应用场景的快速拓展,以及数据中心、智能终端等领域对高性能芯片的旺盛需求。存储市场成为本轮增长的重要引擎。受AI算力需求激增影响,全球存储供需缺口预计将持续至2025年下半年,主要存储厂商已重启扩产计划。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251216170949a451c831&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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中芯国际股价跌1.93%,报收63.45元,成交金额40.8亿元,换手率1.08%,振幅4.87%,量比1.13。中芯国际今日主力资金净流出1686.0万元,上一交易日主力净流出2.6亿元。|12月16日主力加仓幅度排名||#|股票简称|主力净额占比|#|嘉艺控股|4.42%|#|同景新能源|1.95%|#|汇舸环保|0.94%|#|...|...|#2272|中芯国际|-0.00%|(以上内容为腾讯自选股基于公开消息,由程序或算法智能生成,仅作为用户看盘参考,不作为投资建议或交易依据。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251216161959a6a8a51f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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12:29","pubTimestamp":1765859391,"startTime":"0","endTime":"0","summary":"消息面上,特朗普近日宣布将允许英伟达向包括中国在内的“获准客户”出口其H200人工智能芯片,条件是美国政府将从这些销售中获得25%的分成。东海证券表示,此举或将加快中国AI模型训练进程,另一方面或对国产AI芯片厂商短期内对市场拓展和生态构建形成压力。投资者对大型科技公司在AI投资回报方面的担忧正在加剧。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251216124959a450d6df&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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港股阿里、中芯国际跌近4% 金银跳水","url":"https://stock-news.laohu8.com/highlight/detail?id=2591670288","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2591670288?lang=zh_cn&edition=fundamental","pubTime":"2025-12-16 12:18","pubTimestamp":1765858685,"startTime":"0","endTime":"0","summary":"12月16日早盘,亚太主要股指全线下跌,截至午盘,日经225指数、韩国综合指数均跌超1%,A股三大指数与港股恒生指数集体飘绿,富时中国A50指数期货亦跌超1%。贵金属期货多数下挫,加密货币持续大跌。具体来看,A股早盘震荡调整,沪指、深成指跌超1%,创业板指跌超2%,北证50逆势涨超1%。全市场4464只个股下跌。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202512163592853392.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202512163592853392.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["688981","00981","BK4538","LU1235294995.USD","BK4565","IE00B0JY6N72.USD","LU1051769294.HKD","BK4122","LU0651946864.USD","LU1046422090.SGD","ALBmain","BK4548","BK4587","LU0310800965.SGD","IE00BF5LJ272.USD","LU0067412154.USD","BABA","LU1048588211.SGD","LU1152091168.USD","BK4527","LU1769817179.HKD","LU1267930227.SGD","LU2226246903.HKD","LU1008478684.HKD","BK4585","LU0052756011.USD","LU0880133367.SGD","LU1242518857.USD","LU1688375341.USD","LU0047713382.USD","LU1046421795.USD","BK4607","LU2148510915.USD","BK4579","LU1152091754.HKD","LU0072462343.USD","LU0348816934.USD","LU0949170772.SGD","SGXZ49509284.SGD","IE00BFMHRM44.USD","LU0553294199.USD","BK4503","LU1048596156.SGD","BK4535","BK1607","09988","LU0072913022.USD","LU0545039389.USD","LU1282648689.USD","LU0251143458.SGD"],"gpt_icon":1},{"id":"2591674204","title":"芯片股全线飘绿 中芯国际(00981)跌近4% 华虹半导体(01347)跌3.3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2591674204","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2591674204?lang=zh_cn&edition=fundamental","pubTime":"2025-12-16 11:01","pubTimestamp":1765854091,"startTime":"0","endTime":"0","summary":"金吾财讯 | 芯片股全线飘绿,中芯国际(00981)跌3.94%,华虹半导体(01347)跌3.34%,中电华大科技(00085)跌3.03%。此前消息,恒生港股通软件及半导体指数将更名,剔除中芯国际、华虹半导体等四股。","market":"hk","thumbnail":"https://static.szfiu.com/news/20241108/MGY1NDA5NTM4NDQ4Mw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MGY1NDA5NTM4NDQ4Mw==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1971620","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0320764599.SGD","01347","BK1526","688981","LU0052750758.USD","00085","BK1589","SGXZ49509284.SGD","LU1064131003.USD","LU0708995583.HKD","LU1064130708.USD","BK1610","LU2148510915.USD","SGXZ81163826.USD","159813","BK0214","IE0034224299.USD","BK1163","BK1607","00981","BK1614","SG9999006597.SGD"],"gpt_icon":0},{"id":"1108156432","title":"港股异动 | 半导体概念股普跌,天域半导体跌超6%,中芯国际跌超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1108156432","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1108156432?lang=zh_cn&edition=fundamental","pubTime":"2025-12-16 10:45","pubTimestamp":1765853107,"startTime":"0","endTime":"0","summary":"12月16日,港股半导体概念股普跌,$天域半导体(02658)$跌超6%,$中芯国际(00981)$、$中电华大科技(00085)$、$中兴通讯(00763)$跌超3%,$华虹半导体(01347)$、$晶门半导体(02878)$、$ASMPT(00522)$、$宏光半导体(06908)$跌超2%。","market":"hk","thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"a57a6a46d98f9d8d8758afe12c58e069","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02658","00763","00981"],"gpt_icon":0},{"id":"2591861142","title":"中国拟推5000亿新政,强攻设备、EDA与AI芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2591861142","media":"国际电子商情","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2591861142?lang=zh_cn&edition=fundamental","pubTime":"2025-12-15 16:33","pubTimestamp":1765787632,"startTime":"0","endTime":"0","summary":"日前,外媒披露中国拟出台规模达5000亿元的半导体行业专项扶持计划,为国产半导体产业链全环节升级提供核心资本支撑,加速自主化进程。外界分析认为,5000亿元资金的注入,将对国内半导体产业产生多层次、长周期的深远影响。长远维度,该计划的核心价值不仅在于资金本身,更在于向全球传递中国推进半导体自主化的坚定决心。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215165127a44d5472&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:30","pubTimestamp":1765787416,"startTime":"0","endTime":"0","summary":"中芯国际北京时间12月15日,跌4.43%,卖空量成交86.25万股,较上一交易日减少43.44%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215163217a44d3e48&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:27","pubTimestamp":1765776430,"startTime":"0","endTime":"0","summary":"截至12月12日,中芯国际融资融券余额合计127.86亿元。融资方面,中芯国际当日融资买入7.42亿元。融券方面,中芯国际12月12日融券偿还1.45万股,融券卖出2.66万股,按当日收盘价计算,卖出金额310.61万元;融券余量22.85万股,融券余额2669.08万元,超过近一年70%分位水平,处于较高位。截至9月30日,中芯国际股东户数33.62万,较上期增加33.27%;人均流通股6134股,较上期减少25.41%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215133213a44c9775&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:38","pubTimestamp":1765769915,"startTime":"0","endTime":"0","summary":"12月15日,部分半导体概念股盘中走低,$华虹半导体(01347)$、$英诺赛科(02577)$跌超6%,$中芯国际(00981)$跌超2%。","market":"hk","thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"f81ff915a0c110277ba56cf9ecd1a11a","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01347","02577","00981"],"gpt_icon":0},{"id":"2591699938","title":"中芯国际(00981)出现大手买入14.25万股,成交价$66.7,涉资950.475万","url":"https://stock-news.laohu8.com/highlight/detail?id=2591699938","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2591699938?lang=zh_cn&edition=fundamental","pubTime":"2025-12-15 10:24","pubTimestamp":1765765440,"startTime":"0","endTime":"0","summary":"[大手成交]中芯国际(00981)在上午10:24出现大手买入,成交量为14.25万,成交价为港币$66.7,涉资950.475万。至目前为止,股价跌1.551%,今日最高价为$68.0,而最低价为$66.6,总成交量为1.415千万股,总成交金额港币$9.486亿。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180205145554547_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180205145554547_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2512153451/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2512153451/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["LU2148510915.USD","BK1607","BK1610","BK1163","LU1064131003.USD","BK1614","00981","BK1526","LU1064130708.USD","BK0214","SGXZ49509284.SGD","688981","SGXZ81163826.USD"],"gpt_icon":0},{"id":"2591806698","title":"存储器价格为何出现快速上涨?对产业链上下游影响几何?","url":"https://stock-news.laohu8.com/highlight/detail?id=2591806698","media":"中国产业经济信...","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2591806698?lang=zh_cn&edition=fundamental","pubTime":"2025-12-15 08:07","pubTimestamp":1765757235,"startTime":"0","endTime":"0","summary":"存储器价格为何出现快速上涨?存储器这一轮涨价呈现速度快、幅度大、涉及型号多的特点。存储器被誉为“全球半导体产业风向标”,在半导体市场中占据重要份额。上下游产业感受分化存储器涨价对产业链上下游不同环节的影响不同。具体来看,产业链上游企业率先受益。比如,深圳佰维存储科技股份有限公司,其2025年第三季度实现营业收入26.63亿元,同比增长68.06%;实现归属于上市公司股东的净利润2.56亿元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215080720a6a29505&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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07:12","pubTimestamp":1765753938,"startTime":"0","endTime":"0","summary":"2025年第三季全球晶圆代工产业持续受AI高效能运算,和消费性电子新品主芯片与周边IC需求带动,以7nm(含)以下先进制程生产的高价晶圆贡献营收最为显著,加上部分厂商得益于供应链分化商机,推升前十大晶圆代工厂第三季合计营收季增8.1%,接近451亿美元。SMIC第三季产能利用率、晶圆出货、ASP皆有提升,带动营收季增7.8%,达23.8亿美元,位居第三。客户市占提升带动投片需求,Nexchip超越Tower成营收第八名HuaHong Group第三季营收逾12.1亿美元,以2.6%市占位居第六。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215092445a6a2d44a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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强劲需求。AI 下游加快落地,关键看壁垒及变现。我们认为:1)“入口”的定位愈发明确。C 端或渐渐被AI 基模厂商掌握入口主导权,C 端软件存在被吞噬与被调用/分发两种结果。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215203550a6a538d3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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21:00","pubTimestamp":1765717213,"startTime":"0","endTime":"0","summary":"IDC日前发布了对半导体未来的预测,在芯片设计领域,中国大陆的公司今年已经超过中国台湾地区的公司,2026年占亚太区的份额将进一步提升到45%,台湾公司份额则为40%。TrendForce最新公布的3季度全球芯片代工市场报告中,台积电以330亿美元的收入位列第一,份额高达71%,三星第二,但份额只有6.8%了。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251214211030a44a3361&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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06:30","pubTimestamp":1765665027,"startTime":"0","endTime":"0","summary":"调研机构TrendForce最新调查显示,2025年第三季度全球晶圆代工产业持续升温,前十大晶圆代工厂合计营收季增8.1%,接近451亿美元。台积电继续稳居产业龙头地位,全球市占率由第二季的70.2%攀升至71%。台积电预计第四季度销售额322亿美元至334亿美元,毛利率59%至61%,2025年营收增长预期上调至30%区间中段,全年资本支出在400亿至420亿美元之间。中芯国际第三季营收季增7.8%,达23.8亿美元,位居第三。管理层预计四季度收入环比持平至增长2%,毛利率18%-20%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251214063113a69f4df4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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