6月5日，台积电盘中下跌3.29%，报429.165美元/股，成交额9.99亿美元。
消息面上，台积电CEO魏哲家在年度股东大会上表示，激增的AI芯片需求正给全链条供应链带来压力，公司未来数年都无法满足AI驱动的芯片需求。尽管公司重申全年营收增速将超30%，但市场对短期交付能力的担忧加剧。台积电研判除晶圆代工产能不足外，存储、封装、测试、散热等AI芯片配套环节均呈现供给紧张格局，行业整体增长速度已超出产业链配套能力。受此影响，半导体板块整体承压，迈威尔科技跌8.06%、美光科技跌6.4%、美国超微公司跌6.28%、博通跌3.75%、英伟达跌2.31%。
（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.