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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：
68.46亿
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
73%！2026年台积全球市占率再攀高
半导体新知道
·
12/09
台积电成AI基础设施建设焦点
环球市场播报
·
12/08
世界第一芯片厂的底气：台积电买走EUV光刻机10年来一半产量
快科技
·
12/08
并购激励计划遭股东抵制，英美资源紧急撤回以保泰克资源收购案过关
智通财经
·
12/08
台积电：无可比拟的护城河、人工智能的长期利好，高位依然值得
美股研究社
·
12/08
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·
12/08
CoWoS，缺货潮来了
半导体芯闻
·
12/08
因美国客户对CoWoS需求激增，台积电加速建设亚利桑那州先进封装厂
爱集微
·
12/08
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GPLP犀牛财经
·
12/08
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IT之家
·
12/08
两起诉讼背后，台积电的对手应该学到什么？
电子产品世界
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12/08
化圆为方，台积电豪赌下一代封装
半导体行业观察
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【半导体】台积电美国厂，真成功了？
人工智能产业链...
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爱集微
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爱集微
·
12/07
台积电A14工艺，曝光
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12/07
IEDM 2025前瞻：半导体“奥运会”上的存储革命，铠侠跨界DRAM激战三星
橙芯视界
·
12/06
1000亿美元，台积电，苦笑着看自己被美国吞掉
凤凰网港股
·
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【半导体】台积电，暗流涌动
人工智能产业链...
·
12/06
更多
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06:30","pubTimestamp":1765233036,"startTime":"0","endTime":"0","summary":"国际知名调研机构IDC发布最新预测，2026年全球晶圆代工市场将迎来强劲增长，其中先进制程成为主要推动力。预计2026年其美元营收将实现22%-26%的增长，全球市场份额有望提升至73%，进一步巩固其在行业的领先地位。特别是在AI数据中心建设带动下，对硅光子、高速传输芯片等的需求持续增长，预计2026年成熟制程的平均产能利用率将稳定在80%以上。IDC预测，到2028年中国大陆产能将位居全球首位。","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=nesSN20251209064558a43c2f40&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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21:46","pubTimestamp":1765201608,"startTime":"0","endTime":"0","summary":"结果台积电在这方面的优势也是垄断性的，ASML公司自从2016年开始量产EUV光刻机，这10年来大约量产了309台EUV光刻机，台积电就占了157台，占比50.8%，一半EUV都被他们买走了。拥有最多的EUV光刻机只是台积电产能和技术领先的重要原因，但这不等于全部，同样是利用EUV光刻，不同厂商的生产效率、良率及芯片质量也是不一样的，台积电这方面积累的经验也非常重要。","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=nesSN2025120821522197969562&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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19:16","pubTimestamp":1765192605,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，在股东就收购泰克资源进行表决的前一天，英美资源集团宣布撤销一项高管激励计划决议。上月，英美资源薪酬委员会曾提出，应将2024年与2025年的长期激励奖金与泰克收购案挂钩。英美资源于周一表示，鉴于部分股东对此提出异议，公司已决定撤回该项决议，并强调收购交易的推进不以该决议获得批准为前提条件。英美资源与泰克资源的双方股东，将于周二分别在伦敦和温哥华召开的特别股东大会上，就这项合并交易进行投票表决。","market":"fut","thumbnail":"https://community-static.tradeup.com/news/b1c810324aa527127a041aa0e1d875cc","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/b1c810324aa527127a041aa0e1d875cc"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1378936.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"并购激励计划遭股东抵制 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16:22","pubTimestamp":1765182175,"startTime":"0","endTime":"0","summary":"由于美国客户对CoWoS的需求激增，台积电正计划将位于亚利桑那州的一处晶圆厂改造成先进封装工厂。然而，台积电似乎计划尽快解决这一供应瓶颈问题。据报道，台积电位于亚利桑那州的晶圆厂预计将于2027年底前建成一座先进封装厂。这种需求似乎引发了台积电对英特尔封装解决方案的重视，因此，其在亚利桑那州投产的进程正在显著加快。台积电在亚利桑那州的项目进展尤其值得关注，因为该工厂预计将满足美国芯片行业相当一部分的需求。","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=nesSN2025120816233695310310&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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3/4","url":"https://stock-news.laohu8.com/highlight/detail?id=2589210380","media":"IT之家","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2589210380?lang=zh_cn&edition=fundamental","pubTime":"2025-12-08 15:27","pubTimestamp":1765178822,"startTime":"0","endTime":"0","summary":"IT之家 12 月 8 日消息，台积电在上月举行的 2025 年 OIP 生态系统论坛欧洲场上表示，从 2018 年的 N7 到 2028 年的 A14，十年间该企业的先进制程将可在同等速度 下降低 76% 的功耗，能效接近此前的 4.2 倍，每个主要节点间的功耗降低比例在三成上下。台积电还提到，如以相同的功耗，A14 工艺芯片的速度将可达到 N7 制程版本的 1.83 倍。IT之家注意到，台积电在 3nm 系节点上使用的基准是 N3E 而非更早一些的 N3B。","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=nesSN20251208153251a43ad70a&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, 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15:05","pubTimestamp":1765177520,"startTime":"0","endTime":"0","summary":"短短一周内，台积电先后提请了两起公开诉讼，背后都是涉及公司商业机密可能被泄露。两起诉讼虽然都是针对前员工，但实际上真正的目标是敲打两个竞争对手，日本的Rapidus和美国的英特尔。这一赌注要求台积电将资本支出增加三倍，张忠谋称这一举措需要说服董事会。台积电的主要优势之一是其耗时数十年建立的本地供应链生态系统。当然，对台积电来说，这种规划的转变存在一些技术挑战。","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=nesSN20251208150528a72a7e6b&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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2025前瞻：半导体“奥运会”上的存储革命，铠侠跨界DRAM激战三星","url":"https://stock-news.laohu8.com/highlight/detail?id=2589251048","media":"橙芯视界","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2589251048?lang=zh_cn&edition=fundamental","pubTime":"2025-12-06 20:55","pubTimestamp":1765025756,"startTime":"0","endTime":"0","summary":"即将在美国旧金山召开的IEDM 2025，正吸引着全球半导体产业的目光。作为微电子器件领域最权威的年度会议，IEDM被誉为半导体界的“奥林匹克”。CXMT将发布面向3D DRAM的氧化物晶体管技术，并已在300mm晶圆上完成了试产和可靠性评估。此次IEDM上，台积电将探讨氧化物半导体在无电容DRAM及强诱电体存储器上的应用可能性。“橙芯”视点IEDM 2025的技术风向标表明，存储产业正在经历一场从结构到材料的底层重构。","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=nesSN20251206210305a727a57a&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, 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11:03","pubTimestamp":1764990239,"startTime":"0","endTime":"0","summary":"由于台积电看到了美国客户对 CoWoS 的巨大需求，该公司目前正考虑将亚利桑那州的一个晶圆厂改造成先进封装工厂。不过，台积电似乎计划尽快解决这一供应瓶颈问题。据报道，台积电已加快在美国引进先进封装生产线的步伐，并计划将一块芯片制造厂的旧址改建为先进封装工厂。台积电此前一直将美国的封装服务外包给安靠等公司，但现在看来，这种情况正在发生变化。","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=nesSN20251206111624a726f8c9&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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