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室温超导概念
2,866.12
+45.66
1.62%
涨家数：
8
跌家数：
1
平家数：
- -
市盈率：
- -
高：
2,896.41
开：
2,823.23
低：
2,823.23
收：
2,820.46
成交量：
1.11亿
成交额：
68.44亿
市值：
1.64万亿
流通市值：
1.48万亿
数据加载中...
总览
新闻资讯
SEMICON Japan 2025直击：NVIDIA与TSMC的AI算力竞演，Rapidus押注600mm玻璃基板突围
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半导体行业观察
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智通财经网
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快科技
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格隆汇
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IT之家
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爱集微
·
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全球11大半导体厂商上季获利暴涨130%至801亿美元，英伟达独占40%
中电网
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12/18
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12/18
台积电：AI深刻改变行业，5年后半导体市场规模将破万亿美元
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12/18
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36氪
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据日经新闻，台积电将于明年夏天在亚利桑那州安装3纳米芯片生产设备。
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驱动下台积电技术路线","url":"https://stock-news.laohu8.com/highlight/detail?id=2592915130","media":"芯榜","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2592915130?lang=zh_cn&edition=fundamental","pubTime":"2025-12-19 14:09","pubTimestamp":1766124581,"startTime":"0","endTime":"0","summary":"为了满足 AI 对算力、带宽、功耗的极致需求，台积电把战场切成“云-管-端”三线并进，让供应商在同一套技术平台上同台竞技。罗总对台积电现阶段所采用的技术发展路径与规划进行了全面且深入的介绍。目前，台积电在该领域已取得多项成果，正积极推进3D封装技术。当前，台积电正与DRAM厂商展开合作，由台积电负责Base Die的制造，DRAM厂商专注DRAM生产，以此加速HBM技术的迭代进程。","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=nesSN20251219155607a6b617ac&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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11:22","pubTimestamp":1766114521,"startTime":"0","endTime":"0","summary":"事实上，台积电创办人张忠谋早年便多次对海外设厂的成本与效率提出警示，如今美国亚利桑那州厂所面临的高成本与供应链问题，也再次引发外界对“中国台湾模式”能否复制的讨论。他认为，台积电的竞争力来自高度集中的产业生态系，而这正是中国台湾长年累积的成果。台积电方面则强调，海外设厂皆以客户需求为出发点。","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=nesSN20251219112211a6b531aa&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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11:21","pubTimestamp":1766114516,"startTime":"0","endTime":"0","summary":"对此，法人认为，比起先进封装产能供不应求，明年真正的瓶颈会是3纳米产能，受到瞩目。台积电持续受惠人工智能热潮，先进制程与先进封装订单满载，工商报导，腾旭投资投资长程正桦分析，比起先进封装产能，3纳米制程才是明年真正的瓶颈。言下之意代表，台积电产能优化将是进一步提升明年营运的关键。根据台积电第三季财报显示，先进制程占比高达74%，其中5纳米最高达37%，另外3纳米占比为23%，7纳米则为14%。","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=nesSN20251219112201a6b5317a&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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09:37","pubTimestamp":1766108266,"startTime":"0","endTime":"0","summary":"据报道，NVIDIA 和 AMD 正在评估英特尔晶圆代工的 14A 制程节点，而苹果和博通则在考虑采用英特尔的 EMIB 封装技术来开发定制服务器加速器。《电子工程时报》 3月份报道称，英特尔晶圆代工封装与测试副总裁马克·加德纳表示，公司正在“努力”缓解先进封装芯片短缺的局面。值得注意的是，该报道暗示，AWS和台湾的联发科等芯片设计公司正在选择英特尔晶圆代工作为供应商。随着对更强供电能力的需求不断增长，英特尔晶圆代工扩展了其EMIB产品线。","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=nesSN20251219095201a45dc439&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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22:53","pubTimestamp":1766069636,"startTime":"0","endTime":"0","summary":"对台积电来说，不仅需要对美国巨额投资，而且还要把先进工艺转移到美国工厂，一期工厂之前计划是生产5nm芯片，去年底落成后已经转成4nm工艺。台积电如此积极地把产能转移到美国，就不怕技术泄密吗？这也是外界最关心的问题之一，台积电之前多次表态安抚质疑，表示最先进的工艺还会在总部基地生产。未来台积电量产1.4nm工艺之后，2nm工艺才会在美国生产，中间隔了1.6nm工艺。","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=nesSN20251218230603a45c15e2&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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20:32","pubTimestamp":1766061177,"startTime":"0","endTime":"0","summary":"据介绍，基于先前基于纳米片的单片 CFET 工艺架构，台积电研究人员引入了新的集成特性，进一步将栅极间距缩小至 48nm 以下，并在相邻 FET 之间采用纳米片切割隔离 技术，以及在 6T SRAM 位单元内采用对接接触 互连技术实现反相器的交叉耦合。Yuh-Jier Mii解释说，台积电在IEDM 2024的演示在 CFET 技术发展方面取得了重大里程碑式的成就，将有助于推动未来技术的规模化发展。展望未来，台积电还计划继续开发新的互连技术，以提升互连性能。","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=nesSN20251218215004a6b2e54a&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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15:13","pubTimestamp":1766042021,"startTime":"0","endTime":"0","summary":"台积电计划于2026年夏季启动其位于美国亚利桑那州第二座芯片工厂的设备安装工作，目标在2027年实现3nm制程量产。多名消息人士透露，设备进场预计集中在明年7月至9月期间完成。其美国第二座工厂此前计划于2028年投产。台积电预计，项目建成后，其约30%的尖端芯片将在美国本土生产。美国市场对台积电的营收贡献率持续攀升。2024年第三季度，美国客户收入占比达76%，主要受人工智能需求激增驱动。","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=nesSN20251218151408a45a460b&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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14:05","pubTimestamp":1766037915,"startTime":"0","endTime":"0","summary":"报道指出，在第三季的全球11大半导体厂中，与AI相关的半导体企业表现亮眼，英伟达、台积电等9家厂商第三季获利呈现增长或转盈，另一方面，车用芯片厂商则陷入低迷。具体来说，AI芯片龙头英伟达上季净利润大涨65%至319亿美元，在整体获利中，贡献比高达约40%。同样，帮助英伟达代工AI芯片的台积电上季净利润也暴增50%至151亿美元，连续两个季度创下新高，占整体获利比重约20%，贡献度排名第二。三星上季净利润同比增长20%至86亿美元。","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=nesSN20251218170817a45acb68&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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12:35","pubTimestamp":1766032502,"startTime":"0","endTime":"0","summary":"半导体制造领域即将迎来一场重大变革，台积电与三星两大巨头在2nm芯片工艺上的竞争进入白热化阶段。据行业消息，台积电2nm工艺将于今年底正式启动量产，其采用的创新架构已引发全球科技企业的抢单潮。台积电此次推出的2nm工艺全面转向GAA架构，这项技术通过纳米片堆叠设计实现了对电流的精准控制。公开测试数据显示，三星2nm芯片在性能和能效方面的提升幅度明显低于台积电，这可能与其良率尚未达到理想水平有关。","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=nesSN20251218130454a6b0ed48&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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