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台积电
234.60
-4.2500
-1.78%
盘后:
235.70
1.10
+0.47%
19:59 EDT
成交量:
1,191.95万
成交额:
27.98亿
市值:
1.22万亿
市盈率:
24.37
高:
238.00
开:
237.83
低:
231.76
收:
238.85
数据加载中...
总览
公司
新闻
公告
美股异动 | 半导体股盘初上扬,博通拉升涨近4%再创历史新高,AMD涨超3%
老虎资讯综合
·
06-24
台积电2nm拿下大订单,三星2nm持续追赶
科技美学
·
06-24
美股半导体股盘初上扬博通拉升涨超4%股价创历史新高;AMD涨近4%美光科技涨超3%台积电涨近3%英伟达涨超1%。
智通财经
·
06-24
全球晶圆代工2.0首季营收大增13%!台积电独揽35%稳坐头把交椅
快科技
·
06-24
台积电,再创新高
半导体芯闻
·
06-24
消息称!中微公司5nm刻蚀设备,获台积电订单!
半导体数据
·
06-24
台积电再给苹果特殊待遇,新技术只给iPhone用!
Ofweek维科网
·
06-24
台积电美股盘前涨超2%瑞银上修收入增速和EPS增长预测。
智通财经
·
06-24
市调机构Counterpoint Research在报告中指出3nm和2nm将占2026年智能手机SoC出货量的约三分之
智通财经
·
06-24
台积电6月23日成交额为15.77亿美元
市场透视
·
06-24
台积电收涨近3%
金融界
·
06-24
【产业信息速递】2nm争霸战,已打响
北京半导体行业...
·
06-24
摩根大通看多亚洲科技股,今年有望再涨20%!
金十数据
·
06-24
富士通2nm CPU将由台积电代工,但会考虑Rapidus确保供应链稳定
芯智讯
·
06-24
【瑞银上调台积电(TSM.US)目标价至1200新台币 AI需求与产能扩张成增长双引擎】智通财经APP获悉,瑞银发布台积
智通财经
·
06-24
瑞银上调台积电(TSM.US)目标价至1200新台币 AI需求与产能扩张成增长双引擎
智通财经
·
06-24
机构:3nm和2nm将占2026年智能手机SoC出货量三分之一
爱集微
·
06-24
CounterPoint 预测 2026 年约1/3出货手机芯片采用 2nm/3nm工艺
市场资讯
·
06-24
日本芯片大厂:Rapidus很好,我选台积电
半导体行业观察
·
06-24
【焦点】Wolfspeed正式宣布破产;
爱集微
·
06-24
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21:38","pubTimestamp":1750772330,"startTime":"0","endTime":"0","summary":"按照爆料来看,将在明年到来的iPhone 18 系列将搭载 A20 芯片,且这颗芯片将基于台积电2nm技术。今年年初的消息称,台积电2nm研发试产良率早就达到了60%-70%以上,现在已经远在这之上。台积电已为苹果建立专用生产线,预计2026年量产。随着其将后续订单转向台积电,三星将失去又一客户。近日,Exynos 2500 芯片正式现身亮相。此前消息称,三星代工 2nm 制程的试产良率约 30%,最新的消息则显示三星 2 nm良率达到 40%,正向着50%迈进。","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=nesSN20250624214255a4bb9a1e&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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21:21","pubTimestamp":1750771307,"startTime":"0","endTime":"0","summary":"快科技6月24日消息,根据Counterpoint Research的最新报告,2025年第一季度全球 半导体 晶圆代工市场营收达720亿美元,较去年同期增长13%。其中 台积电 凭借其领先的先进制程与先进封装能力,市占率在第一季度提升至35%,不仅稳固了其在市场的主导地位,还大幅领先于整体产业的成长幅度。Counterpoint Research研究副总监Brady Wang指出,台积电持续扩大其先进制程领先优势,市占上升至35%,营收年增超过三成,领跑市场。","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=nesSN20250624213748a71b5730&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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17:15","pubTimestamp":1750756520,"startTime":"0","endTime":"0","summary":"为了争抢到台积电先进生产工艺,各厂商几乎都是不惜代价,可苹果却总是能获得台积电给予的特殊待遇,部分先进生产工艺几乎无一例外都都让苹果首发,而且独占期还非常长,就拿目前已爆出的2nm工艺为例,台积电再次给了苹果足以让其它厂商都羡慕的特殊待遇,居然直接为苹果建了一条2nm专属生产线。","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=nesSN20250624171608952958c0&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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14:42","pubTimestamp":1750747367,"startTime":"0","endTime":"0","summary":"中国台湾股市周二收盘强弹2.10%且收复22000点大关;分析师称,受以伊停火、亚股全面反弹等激励,台股在台积电领军下跳空开高走高,收盘站上五日、10日及半年线等均线。台股加权指数收涨2.10%,报22,188.76点;科技类股指数收涨2.44%,台积电收涨2.94%;而鸿海、广达及台达电则分别收高2.88%、2.66%及4.25%,另华硕则收涨停。","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=nesSN20250624144607952923f4&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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13:53","pubTimestamp":1750744387,"startTime":"0","endTime":"0","summary":"摩根大通最新报告指出,亚洲科技股今年有望再涨15%-20%,主要受人工智能领域强劲势头推动。AI概念股正快速崛起为亚洲股市的核心引擎,本土对自动化和生成式技术的旺盛需求形成有力支撑。随着微软、谷歌等科技巨头对AI内存芯片需求持续坚挺,行业景气度有望进一步攀升。MSCI新兴市场货币指数周二亚洲时段上涨0.4%,韩元和菲律宾比索领涨。地区股指盘中飙升1.6%,韩国综合股价指数更是暴涨2.8%。鲍威尔将于今日出席美国国会半年度政策听证会。","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=nesSN20250624135311a71aa1c6&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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CPU将由台积电代工,但会考虑Rapidus确保供应链稳定","url":"https://stock-news.laohu8.com/highlight/detail?id=2545471540","media":"芯智讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2545471540?lang=zh_cn&edition=fundamental","pubTime":"2025-06-24 13:00","pubTimestamp":1750741234,"startTime":"0","endTime":"0","summary":"不过,富士通也表示,日本初创晶圆代工企业Rapidus 对于确保供应链稳定性来说非常有用。报道称,富士通社长时田隆仁23日在横滨市召开的定期股东会上表示,目标量产2nm芯片的Rapidus对于富士通来说,“能增加先进芯片供应来源,对确保该公司供应链稳定性来说非常有用”。目前富士通计划将这些CPU委托给台积电代工生产,而时田上述发言的意图,应该是用来表示,若能委托Rapidus代工的话将有助于稳定供应链。","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=nesSN20250624130304a71a92eb&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, 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AI需求与产能扩张成增长双引擎】智通财经APP获悉,瑞银发布台积","url":"https://stock-news.laohu8.com/highlight/detail?id=2545798934","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2545798934?lang=zh_cn&edition=fundamental","pubTime":"2025-06-24 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AI需求与产能扩张成增长双引擎","url":"https://stock-news.laohu8.com/highlight/detail?id=2545798654","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2545798654?lang=zh_cn&edition=fundamental","pubTime":"2025-06-24 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11:02","pubTimestamp":1750734164,"startTime":"0","endTime":"0","summary":"6月23日,市调机构Counterpoint Research在报告中指出,3nm和2nm将占2026年智能手机SoC出货量的约三分之一。苹果是第一家采用台积电3nm工艺的智能手机OEM厂商,该工艺曾用于制造2023年iPhone 15 Pro系列中的A17 Pro SoC。次年,高通和联发科推出了基于3nm工艺的旗舰SoC。到2025年,3nm将成为所有新旗舰SoC的主导节点。该机构称,3nm和 2nm的采用率正在不断提高,因为它们提供了更强大的性能和更高的效率,这是设备上的 AI、沉浸式游戏和手机上的高分辨率内容所必需的。","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=nesSN20250624110318978c223e&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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的大规模生产。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/t/2025-06-24/doc-infccuqv5780834.shtml","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":"sina","symbols":["LU1839511570.USD","LU2089284900.SGD","BK4559","LU0359201885.HKD","BK4527","LU2663582299.SGD","MACW.SI","LU1003077747.HKD","BK4534","LU1791710582.SGD","BK4548","BK4575","LU0541501648.USD","LU0788109477.HKD","LU0316494557.USD","IE00B5949003.HKD","LU1037948541.HKD","QCOM","LU1778281490.HKD","SG9999002232.USD","BK4566","LU1861214812.USD","BK4605","IE0004445015.USD","LU2168564495.EUR","LU1571399168.USD","LU0359201612.USD","LU2552382132.HKD","03145","IE00B775SV38.USD","LU0792757196.USD","LU1084165304.USD","LU1261432733.SGD","EWT","ON","LU0878004406.USD","LU1935043023.USD","LU0965509010.AUD","LU0466842654.USD","LU2471134796.USD","TSM","LU1989764664.SGD","LU2111349929.HKD","LU0878005551.USD","TWmain","LU2237443549.SGD","LU1914381329.SGD","LU1242518857.USD","IE00BJLML261.HKD"],"gpt_icon":1},{"id":"2545422264","title":"日本芯片大厂:Rapidus很好,我选台积电","url":"https://stock-news.laohu8.com/highlight/detail?id=2545422264","media":"半导体行业观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2545422264?lang=zh_cn&edition=fundamental","pubTime":"2025-06-24 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