美股详情

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台积电

303.22

-1.8700-0.61%

盘后：305.302.08+0.69%19:59 EDT

成交量：1,450.70万

成交额：44.11亿

市值：1.57万亿

市盈率：30.50

高：307.31

开：303.08

低：300.82

收：305.09

52周最高：311.37

52周最低：134.25

股本：51.87亿

流通股本：46.71亿

量比：1.19

换手率：0.31%

股息：2.90

股息率：0.96%

每股收益(TTM):9.94

每股收益(LYR):6.81

净资产收益率：34.66%

总资产收益率：16.62%

市净率：9.84

市盈率(LYR):44.49

数据加载中...

总览公司新闻公告

苹果新品推进台积电全线爆单

台股收跌，台湾加权指数收跌1.39%，报26923.42点！台积电收跌1.39%，报1420元新台币

台积电明年资本支出拼创高年营收估逾3万亿元新台币将写新猷

台积电明年先进封装产能全面满载日月光、京元电跟着旺

1.8nm vs 2nm：一场决定未来十年的芯片制程大战，刚刚开场！

芯行业芯观察

当“卡脖子”的手被稀土扼住：光刻巨头阿斯麦这下难受了

台积电业绩有望首度突破千亿美元，OIP助力？

半导体产业纵横

AI芯片：两种赌注，一个棋局

半导体产业纵横

此轮稀土管制威力巨大！可阻断台积电对美出售先进芯片

台积电OIP带来的启发

半导体行业观察

重磅！彭博：全球芯片业恐因稀土管制陷停顿

Ai&芯片那点事儿

全球都在扩产先进封装

半导体芯闻

SEMI：2025年全球300mm晶圆厂设备支出将首次超过1000亿美元

台积电法说会10月16日举行市场关注2nm进展、全年营收目标等5大焦点

【产业信息速递】中国大陆疯抢芯片设备

北京半导体行业...

【业绩发布】台积电前三季增幅达36.4%

CPCA印制电路信息

瑞银报告：英伟达 2026 年 CoWoS 晶圆需求同比涨 40% 台积电产能难满足

斥资70亿美元，安靠在美亚利桑那州封装测试基地奠基

AI 热潮不退：瑞银预测英伟达 2026 年 CoWoS 晶圆需求激增 40%，台积电产能告急

台积电市占，首超70%

半导体行业观察

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18:31","pubTimestamp":1760178717,"startTime":"0","endTime":"0","summary":"据 Coherent Market Insights  数据，全球先进芯片封装市场规模预计将从 2025 年的 503.8 亿美元增长至 2032 年的 798.5 亿美元，复合年增长率达 6.8%。台积电：全力冲刺，3DFabric架构统合前后端在台积电的版图中，先进封装地位正快速上升。Amkor押注美国，承接台积电与苹果需求全球第二大 OSAT企业 Amkor（安靠）在 2025年 8 月 28 日宣布，对其在美国亚利桑那州皮奥里亚市的先进封测设施项目进行重大调整。这一变化不仅是土地规模的扩展，更反映了 Amkor 对未来先进封装需求的重新评估与加码。","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=nesSN20251011195515a6b420b4&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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财年增加支出。美国《芯片与科学法案》于2022年通过，旨在促进美国半导体制造业的发展。其中57亿美元的投资来自《芯片法案》批准但尚未授予英特尔的拨款。因此，特朗普政府似乎正在修改国会于2022年批准的《芯片法案》的条款。","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=nesSN20251011140928a45a2ccc&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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12:04","pubTimestamp":1760155497,"startTime":"0","endTime":"0","summary":"10月9日，台积电公布9月合并营收为3309.8亿元新台币，比上月减少1.4%，但较去年同期增加31.4%。第3季营收9899.18亿元，续创单季历史新高；累计前三季合并营收约2兆7629.64亿元，较去年同期增加了36.4%。台积电结算第3季合并营收9899.18亿元，比前一季9337.92亿元，季增6%。","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=nesSN20251011122637a6b3a5ba&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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2026 年 CoWoS 晶圆需求同比涨 40% 台积电产能难满足","url":"https://stock-news.laohu8.com/highlight/detail?id=2574435684","media":"市场资讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2574435684?lang=zh_cn&edition=fundamental","pubTime":"2025-10-11 12:02","pubTimestamp":1760155320,"startTime":"0","endTime":"0","summary":"报告显示，受当前 Blackwell 系列芯片热销与下一代 Rubin AI 芯片订单拉动，英伟达 2026 年对 CoWoS先进封装的需求将大幅攀升，预计 CoWoS 晶圆需求量达 67.8 万片，较 2025 年同比增长近 40%，同时 GPU 总产量有望突破 740 万颗，凸显全球 AI 产业发展对高端芯片制造的强劲需求。据报告分析，英伟达 CoWoS 需求增长主要源于两大核心产品线的驱动。","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=nesSN2025101113095197275d9f&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, 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10:24","pubTimestamp":1760149440,"startTime":"0","endTime":"0","summary":"近日，安靠科技宣布在亚利桑那州启动一项耗资70亿美元的半导体封装和测试园区建设，这一项目不仅扩大了公司原定的投资计划，也彰显了其加强美国芯片封装能力的坚定承诺。位于亚利桑那州日益增长的高科技走廊，新的安靠科技园区将成为美国首个大规模先进封装和测试设施。安靠科技亚利桑那州园区计划在两期工程中总计建设超过75万平方英尺的洁净室空间，将与台积电在皮奥里亚的晶圆厂共同支撑起一个端到端的半导体制造生态系统。","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=nesSN20251011102756a6b3880a&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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热潮不退：瑞银预测英伟达 2026 年 CoWoS 晶圆需求激增 40%，台积电产能告急","url":"https://stock-news.laohu8.com/highlight/detail?id=2574495482","media":"IT之家","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2574495482?lang=zh_cn&edition=fundamental","pubTime":"2025-10-11 09:47","pubTimestamp":1760147247,"startTime":"0","endTime":"0","summary":"IT之家 10 月 11 日消息，瑞银集团报告预测，受当前 Blackwell 及下一代 Rubin AI 芯片的强劲订单驱动，英伟达对 CoWoS 先进封装的需求将迎来大幅增长，预计到 2026 年，其 CoWoS 晶圆需求量将达到 67.8 万片，同比增长近 40%，GPU 总产量也将提升至 740 万颗。其次，即将于 2026 年初亮相的下一代 AI 芯片架构 Rubin 也已开始量产爬坡，成为推动 CoWoS 需求增长的另一关键驱动力。在封装需求激增的推动下，瑞银集团预测英伟达的 GPU 总产量将在 2026 年迈向 740 万颗的新台阶。","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=nesSN2025101109511494c27ebe&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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