美股詳情

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台積電

342.30

+3.961.17%

盤後：341.81-0.4900-0.14%19:59 EST

成交量：1,214.01萬

成交額：41.53億

市值：1.78萬億

市盈率：32.45

高：345.50

開：343.03

低：338.66

收：338.34

52周最高：351.33

52周最低：134.25

股本：51.87億

流通股本：46.71億

量比：0.97

換手率：0.26%

股息：3.05

股息率：0.89%

每股收益(TTM):10.55

每股收益(LYR):10.55

淨資產收益率：35.22%

總資產收益率：16.55%

市淨率：10.25

市盈率(LYR):32.45

資料載入中...

總覽公司新聞資訊公告

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TMT行業周報（01月第3周）：台積電法説會積極定調AI需求

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厂，去年5月起发生一连串工安事故，酿2死5伤，引发社会关注，如今农历年前，再传工安事故，引起外界质疑台积电工安承诺跳票。南科管理局副局长林秀贞响应说，目前未接获台积电通报相关讯息，会请工安人员了解状况。","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=nesSN20260128205824a6b77d51&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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19:23","pubTimestamp":1769599387,"startTime":"0","endTime":"0","summary":"数据显示，台积电的营收增速再度放缓，核心原因似乎是产能受限。3纳米工艺持续放量台积电 7 纳米、5 纳米和 3 纳米工艺的营收，目前已占据公司总营收的绝大部分。运营管理能力出众与核心财务指标持续优化第四季度，台积电各项核心利润率均出现大幅提升。这些长期规划，将逐步缓解台积电的产能制约问题。自分析师之前分析发布以来，台积电的远期市盈率出现大幅回落。","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=nesSN20260128215532a460b3fc&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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14:18","pubTimestamp":1769581082,"startTime":"0","endTime":"0","summary":"里昂发表报告指，台积电今年520亿至560亿美元资本支出指引令人惊讶，该行认为最可能原因是扩产支出中兴建全新厂房比例高于市场预期，导致每节点支出处于按经验推测范围的上限。但未完成项目金额持续高企，反映产能上线速度比预期慢，同时土地与厂房的基础建设支出亦加速推进。该行预计未来两年内供需平衡不会出现显著变化。该行认为台积电定价改善与毛利率提升，上调对其今明两年每股盈利预测14%及19%，目标市盈率向英伟达靠拢，目标价从2000新台币上调至3030新台币。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260128/31979035.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":"zhongjincaijing_highlight","symbols":["LU0541501648.USD","LU0124676726.USD","LU1934455194.USD","LU0359202008.SGD","LU2458330243.SGD","BK4543","LU1989764664.SGD","LU2506951792.HKD","LU0889566641.SGD","LU2247934214.USD","LU1712237335.SGD","LU1917777945.USD","LU1282649810.SGD","LU2211815571.USD","LU0359201885.HKD","LU0143863784.USD","LU0792757196.USD","LU2360108059.USD","LU2471134523.USD","LU2249611893.SGD","LU2491050154.USD","LU2054465674.USD","IE00BKPKM429.USD","LU1282649067.USD","LU1023057109.AUD","LU2063271972.USD","LU1989772923.USD","LU0642271901.SGD","LU0082616367.USD","LU0861579265.USD","LU2237443549.SGD","IE00BQXX3C00.GBP","IE0004086264.USD","LU2125154935.USD","LU0488056044.USD","LU1803068979.SGD","LU0198837287.USD","LU0094547139.USD","LU0965509101.SGD","LU2271345857.HKD","LU2491050071.SGD","LU1267930813.SGD","LU0882747503.HKD","LU0238689110.USD","LU0348723411.USD","LU1974910355.USD","BK4602","LU0965509283.SGD","TSM","LU0353189680.USD","IE00BQXX3D17.EUR","BK4605","LU0384037296.USD","LU0158827781.USD","IE0004091025.USD","LU0175139822.USD","LU0823414478.USD","LU0323591593.USD","LU1868838027.USD","LU2237443622.USD","LU1868837565.USD","LU2357125470.USD","LU0965508806.USD","LU2750360641.GBP","LU0158827948.USD","BK4505","IE00BZ199S13.USD","LU2471134879.HKD","LU2294711713.HKD","LU2298321311.HKD","BK4527","LU0823414551.USD","LU1852331112.SGD","LU0878004406.USD","LU2087625088.SGD","IE00BYQQ9H92.USD","LU2125154778.USD","BK4550","SG9999004220.SGD","BK4548","LU1934455863.HKD","LU1037948541.HKD","LU2471134796.USD","BK4585","IE00BFXG0V08.USD","LU2471134952.CNY","LU1934455277.USD","LU2663582299.SGD","LU0823421416.USD","BK4533","BK4534","LU2111349929.HKD","BK4554","IE00B5TLWC47.USD","BK4591","BK4503","LU2360106780.USD","LU1316542783.SGD","LU0143863198.USD","LU0889565833.HKD","LU2028103732.USD","LU0316494557.USD","SGXZ51526630.SGD","LU2092937221.SGD","LU0719512351.SGD","BK4141","LU1037948897.HKD","LU2023251221.USD","LU1623119135.USD","SGXZ81514606.USD","IE00BQXX3F31.USD","LU2237443978.SGD","LU2491049909.HKD","LU2458330169.SGD","LU2133065610.SGD","SG9999000418.SGD","LU2089283258.USD","LU2023250504.SGD","LU0353189763.USD","IE00BHPRN162.USD","LU0109392836.USD","BK4588","LU1211504680.USD","IE0004445239.USD","LU0289960550.SGD","LU0541502299.USD","LU0572940350.SGD","LU0965509010.AUD","LU2860962120.EUR","LU1868837722.USD","BK4512","LU1989764748.USD","LU0056508442.USD","LU2041044095.USD","BK4581","LU0689626769.HKD","LU2211814178.USD","LU2543165471.USD","IE00BD6J9T35.USD","BK4526","LU0823421333.USD","LU0264606111.USD","LU0878005551.USD","LU1508157978.USD","BK4532","LU2250418816.HKD","LU2750360997.AUD","SGXZ99366536.SGD","03145","LU0572939691.SGD","LU0359201612.USD","IE00B3M56506.USD","BK4612","LU2106854487.HKD","LU2089284900.SGD","LU2360032135.SGD","LU2237443382.USD","LU1989772840.SGD"],"gpt_icon":0},{"id":"2606629347","title":"採用台積電N2P工藝製程！曝高通第六代驍龍8至尊版有雙版本","url":"https://stock-news.laohu8.com/highlight/detail?id=2606629347","media":"安兔兔","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2606629347?lang=zh_tw&edition=fundamental","pubTime":"2026-01-28 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Elite Gen6全系標配台積電工藝","url":"https://stock-news.laohu8.com/highlight/detail?id=2606986762","media":"TechWeb.com.cn","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2606986762?lang=zh_tw&edition=fundamental","pubTime":"2026-01-28 14:06","pubTimestamp":1769580387,"startTime":"0","endTime":"0","summary":"近期，网络上传出消息称高通将与三星重启合作，计划将后续的骁龙8系旗舰芯片交由三星代工，甚至传言骁龙8 Elite Gen6标准版将采用三星2nm GAA工艺。博主“智慧芯片案内人”今日发文辟谣，称骁龙8 Elite Gen6的两个版本都将采用台积电N2P工艺制程。直到从骁龙8+ Gen1开始转投台积电，高通才重新赢回了市场声誉。因此，此前关于高通重回三星工艺的传闻一出，便遭到了不少网友的强烈抵制。","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=nesSN20260128140713a45eff5b&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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23:58","pubTimestamp":1769529502,"startTime":"0","endTime":"0","summary":"半导体股普涨。","market":"us","thumbnail":"https://static.tigerbbs.com/c9a5bf70230b34046657c91800556952","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/c9a5bf70230b34046657c91800556952"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["INTC","TSM","AMAT","AMD","ASML","ARM"],"gpt_icon":0},{"id":"2606782581","title":"三星2nm工藝迎突破 高通或為降本讓驍龍8系芯片再牽手三星代工","url":"https://stock-news.laohu8.com/highlight/detail?id=2606782581","media":"ITBEAR科技资讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2606782581?lang=zh_tw&edition=fundamental","pubTime":"2026-01-27 20:55","pubTimestamp":1769518550,"startTime":"0","endTime":"0","summary":"据供应链爆料，高通为降低代工成本，计划将部分骁龙8系旗舰芯片交由三星生产。具体方案显示，即将发布的骁龙8 Elite Gen6系列中，标准版将采用三星2纳米GAA工艺，而Pro版继续使用台积电N2P工艺；2025年推出的骁龙8 Elite Gen7系列则可能全部由三星代工。","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=nesSN20260127211143a45c448b&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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18:43","pubTimestamp":1769510595,"startTime":"0","endTime":"0","summary":"过去几个月里，得益于良品率的提升，三星的晶圆代工业务似乎逐渐摆脱了困境，有抬升的趋势。三星也为晶圆代工业务设定了新目标，希望能扭转不利的形势，在两年内实现盈利，并占据20%的市场份额。据Wccftech报道，2026年三星晶圆代工业务或迎来转折点，最新报告显示其2nm工艺的良品率已趋于稳定，随着整体客户订单量的增加，明年有望实现盈利。","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=nesSN20260127201713953e91d8&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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