7月30日，台积电盘中上涨3.85%，报397.685美元/股，成交额9.85亿美元。
消息面上，台积电正在开发一种与英特尔类似的AI芯片封装技术，进一步巩固先进封装领域领先地位。同时，ARK基金（木头姐）在芯片股此前大跌之际逆势买入台积电，旗下ARKK、ARKQ、ARKW、ARKX多只基金合计增持价值2010万美元的台积电股份。此外，台积电1.4nm新厂进度超前，首座厂房预计明年4月完工，而三星已将1.4nm量产延后至2029年，台积电先进制程独占优势进一步扩大。半导体板块集体反弹，美光科技涨10.94%、SK海力士涨9.87%、英特尔涨9.31%，行业情绪显著回暖。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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