异动解读|高通盘中上涨3.33%,与三星重启2nm代工谈判推动双代工模式预期升温

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9月15日,高通盘中上涨3.33%,报185.96美元/股,成交额1.48亿美元。

消息面上,高通正与三星电子重新就2nm先进制程代工展开深入磋商,骁龙8 Elite Gen6或将不再由台积电独家代工,而是采取双代工模式。据知情人士透露,对规格和能效要求更严苛的Extreme高端版本预计仍交由台积电制造,但部分标准版型号则有望采用三星2nm工艺生产。此前双方因价格分歧导致谈判一度陷入僵局,量产时间被推迟至明年。此番重启磋商标志着合作预期边际改善,台积电产能紧张及苹果锁定过半初期产能,亦为高通推进双供应商策略提供了现实动因。

(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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