异动解读|台积电盘中上涨3.34%,苹果A22 Pro拟采用其1.4nm制程叠加涨价预期共振

行情直击
Jun 18

6月18日,台积电盘中上涨3.34%,报450.51美元/股,成交额13.28亿美元。半导体板块全线走强,迈威尔科技涨8.72%、英特尔涨7.32%、美光科技涨6.24%。

消息面上,多重利好共振推动股价上行。据报道,苹果下一代旗舰芯片A22 Pro或采用台积电1.4纳米制程,预计2028年推出,相比2nm工艺性能提升约15%、功耗降低27%-30%。与此同时,台积电先进制程产能持续供不应求,3nm月产能虽已提升至17.5万片仍无法满足AI芯片需求,下半年3nm代工价格预计上调约15%。此外,台积电近日向供应链发布CoWoS玻璃基板开发计划,并与艾马克技术签署十年合作协议深化先进封装布局,进一步巩固其技术领先地位。

(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。)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10