异动解读|台积电盘中上涨3.01%,CoPoS玻璃基板先进封装进入试产线运行阶段

行情直击
Jun 08

6月8日,台积电盘中上涨3.01%,报430.9美元/股,成交额15.44亿美元。

消息面上,台积电董事长兼总裁魏哲家在6月4日股东会上透露,基于玻璃基板的CoPoS先进封装技术已正式进入试点线运行阶段,预计2-3年内产能将显著提升。该技术采用方形玻璃面板替代传统硅中介层,旨在支持更大尺寸AI与HPC芯片封装需求,英伟达为首批客户。此外,魏哲家重申全年营收增速将超30%,并暗示下半年3纳米制程报价将上调最高15%,AI芯片需求持续强劲。半导体板块同步走强,美光科技涨8.91%,英特尔涨10.49%,迈威尔科技涨9.4%。

(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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