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室溫超導概念
3,345.22
-37.3569
-1.10%
漲家數:
6
跌家數:
3
平家數:
- -
市盈率:
- -
高:
3,446.10
開:
3,418.37
低:
3,284.19
收:
3,382.58
成交量:
8,203.14萬
成交額:
66.52億
市值:
1.91萬億
流通市值:
1.72萬億
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英特爾有望入局代工","url":"https://stock-news.laohu8.com/highlight/detail?id=2608336360","media":"ITBEAR科技资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608336360?lang=zh_tw&edition=fundamental","pubTime":"2026-02-04 10:58","pubTimestamp":1770173891,"startTime":"0","endTime":"0","summary":"据业内消息,苹果正考虑将部分低端处理器的生产任务交由台积电以外的厂商承担。消息人士透露,台积电近年来与英伟达等人工智能公司合作日益紧密,业务重心有所倾斜。若合作顺利,英特尔有望参与未来iPhone A21或A22芯片的代工生产。如今,苹果已全面转向自研芯片架构,仅需代工厂商完成生产环节。随着人工智能服务器对存储芯片需求激增,英伟达已取代苹果成为台积电最大客户。","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=nesSN20260204113719a6d0ff5a&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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N2P:消息稱蘋果 iPhone 18 系列 A20 芯片沿用台積電 N2 工藝","url":"https://stock-news.laohu8.com/highlight/detail?id=2608738184","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608738184?lang=zh_tw&edition=fundamental","pubTime":"2026-02-04 07:30","pubTimestamp":1770161415,"startTime":"0","endTime":"0","summary":"IT之家 2 月 4 日消息,科技媒体 MacRumors 昨日 发布博文,报道称苹果 iPhone 18 系列,以及 OLED 版 MacBook Pro将继续沿用台积电基础版 2 纳米工艺,而非更先进的 N2P 版本。而 N2 和 N2P 均为台积电的第二代纳米级芯片制造技术,N2 是基础版,N2P 是性能增强版,数字越小通常代表工艺越先进,芯片能效越高。数据显示,N2P 相比基础版 N2 在同等功耗下仅能提供约 5% 的性能提升,但制造成本却更高。相比之下,目前已投入生产的 N2 工艺显然是更符合苹果新品上市节奏的选择。","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=nesSN20260204073321a4792779&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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備胎Intel要轉正:最快明年開始代工iPhone芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2608087097","media":"快科技","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608087097?lang=zh_tw&edition=fundamental","pubTime":"2026-02-03 22:36","pubTimestamp":1770129396,"startTime":"0","endTime":"0","summary":"苹果当然也会留有后手,代工合作也不会完全依赖台积电了,最近一直有传闻苹果在跟Intel洽谈合作,要使用后者的18A及未来的14A工艺代工产品。苹果也不可能一下子就把主力芯片完全从台积电转移到Intel这边,首先会用低端芯片试水,之前传闻是低端的M系列芯片,但海通国际证券分析师Jeff Pu早前就爆料称Intel还会代工部分非Pro型号的iPhone芯片。受代工苹果芯片的利好影响,今晚Intel股价盘前就涨了2%,截至发稿时涨超3%,回到了50美元以上。","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=nesSN20260203224024a4780505&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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16:15","pubTimestamp":1770106552,"startTime":"0","endTime":"0","summary":"2025年,台积电的全年营收达1220亿美元,同比大增36%,远超全球晶圆代工行业20%的平均增速。目前台积电能做的,首要任务还是缩小台积电自身产能与需求之间的差距。台积电认为,当今尖端技术的竞争并非资金所能快速解决,设计到量产需要长达数年的周期——设计一个尖端产品需要三年才能吃透制程,产品验证后还要两年才能爬坡。1)台积电的战略:台积电的2纳米工艺,在2026年将快速提升出货量。","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=nesSN20260203162825a6cdafea&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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15:27","pubTimestamp":1770103634,"startTime":"0","endTime":"0","summary":"市场层面的反馈显示,台积电2nm晶圆的单片价格将突破3万美元大关。根据行业爆料,为了平衡成本与定价,部分品牌的迭代机型将采取分层策略:只有定位更高的Pro系列才会搭载昂贵的2nm天玑9600新平台,而标准版则可能继续沿用更加成熟、成本相对更低的3nm芯片。这意味着同系列的手机之间,标准版与Pro版会在核心算力上拉开前所未有的差距。","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=nesSN20260203152937a47678fd&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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14:22","pubTimestamp":1770099724,"startTime":"0","endTime":"0","summary":"截至今日14:00,科创人工智能ETF华夏午后震荡上行。资金方面,科创人工智能ETF华夏昨日单日流入近亿元,资金低位布局意愿强烈。大摩指出,假设H200出货获得全面放行,则2026年中国第三方数据中心的新增订单总量预测可上调至约4.5吉瓦,按年大增120%科创人工智能ETF华夏紧密跟踪上证科创板人工智能指数,覆盖全产业链优质企业,兼具高研发投入与政策红利支持,20%涨跌幅与中小盘弹性助力捕捉AI产业“奇点时刻”。","market":"hk","thumbnail":" http://caiji.3g.cnfol.com/colect/202602/03/20260203673071.png","type":0,"news_type":0,"thumbnails":[" 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09:24","pubTimestamp":1770081840,"startTime":"0","endTime":"0","summary":"科创半导体ETF跌5.49%,半导体设备ETF华夏跌5.02%。行业资讯:1、高盛表示,尽管现货市场出现波动,但DRAM的合约价格不仅未跌,反而迎来了更猛烈的上涨预期。另有机构指出,Q1全球存储供需失衡加剧,全面上调DRAM、NAND产品Q1环比增幅。公司NOR Flash目前维持价格整体温和上涨的节奏。","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=nesSN20260203092549a4752fa4&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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08:58","pubTimestamp":1770080291,"startTime":"0","endTime":"0","summary":"知情人士透露,公司正在评估将部分低端处理器的生产从台积电转移至其他芯片制造商的可能性,但目前尚未披露具体的候选供应商名单。与此同时,英伟达已超越苹果,跃升为台积电的第一大客户。AI相关需求的迅猛增长,正在重塑半导体行业的竞争格局,并在一定程度上削弱了苹果对供应链的议价能力。面对内存成本上涨带来的压力,苹果正积极为其低端处理器寻求台积电之外的生产替代方案,以优化成本结构。","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=nesSN20260203090033a475172c&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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