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室温超导概念

2,866.12

+45.661.62%

涨家数：8

跌家数：1

平家数：- -

市盈率：- -

高：2,896.41

开：2,823.23

低：2,823.23

收：2,820.46

成交量：1.04亿

成交额：65.03亿

市值：1.64万亿

流通市值：1.48万亿

数据加载中...

总览新闻资讯

出生安徽，台湾旺宏电子吴敏求之“铁汉”传奇

【业绩发布】台积电披露11月营收报告

CPCA印制电路信息

台积电CoWoS产能争夺战白热化！NVIDIA独占过半产能，2026年月产能冲刺12.7万片

半导体行业小报

【行业深度研究】AI芯片需求爆发下的台积电3nm军备竞赛

台积电封装产能，被疯抢

半导体行业观察

美国对中国大陆芯片出口抽成25%，台湾又要“接盘”？

产能告急！台积电CoWoS封装满载，外包合作缓解AI芯片交付难题

ITBEAR科技资讯

台积电、日月光、Amkor及联电等加速扩产CoWoS

台积电11月份营收110亿美元同比继续大增但环比有下滑

台积电11月销售额3436.1亿元台币，同比增24.5％，创同期新高

AI需求继续推动，台积电11月销售额同比增长24.5％

华尔街见闻

硅光子技术竞争升温，三星发力缩小与台积电差距

半导体产业研究

台积电表示，其子公司台积电环球采购了价值2970万美元的固定收益证券

台积电 CoWoS 封装全线满载，外包订单加速英伟达、苹果芯片交付

5年时间过去了，中国科技企业，被美国企业甩的远远的了？

Ofweek维科网

谷歌 TPU 芯片遭遇产能“拦路虎”：虽获 Meta 青睐，却被台积电卡脖子

Intel的1.4纳米加速，苹果下单，似与台积电先进技术泄露有关

Ofweek光电信息网

台积电3nm芯片订单激增苹果机皇跌至白菜价果粉心碎！

中关村在线

这款3nm CPU，被曝产能有限

73%！2026年台积全球市占率再攀高

半导体新知道

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10:01","pubTimestamp":1765418465,"startTime":"0","endTime":"0","summary":"摩根士丹利供应链最新纪要流出：台积电决定在台再扩 20k/m 3nm产能，总投资追加 50 亿美金！2026年主流AI芯片全部锁定3nm。一颗AI GPU=2-4颗手机SoC面积，“吃”产能是手机时代的10倍。台积电原先规划2026年3nm月产能140k，已被告知“不够分”。台积电新 clean room 全部留给2nm，3nm只能“腾笼换鸟”。台积电2026年资本支出有望从原估43B美元上调到48-50B美元，增幅≈15%。4 客户侧“跑马圈地”OpenAI＋Oracle 10GW Stargate项目，单一个案就吃掉3nm约26万片。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211114944a441799f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:26","pubTimestamp":1765416368,"startTime":"0","endTime":"0","summary":"设备业者证实，受惠GPU、ASIC需求同步爆发，台积电与非台积阵营双双上调2026年CoWoS产能规模。台积电也提前展开下世代先进封装部署大计。日月光投控）受惠台积电订单外溢，封测领导地位稳固。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211095043a4413bdd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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05:56","pubTimestamp":1765403770,"startTime":"0","endTime":"0","summary":"据海外科技媒体披露，台积电为英伟达、苹果等科技巨头供应AI芯片的CoWoS先进封装生产线，目前已陷入超负荷运转状态，产能利用率达到100%仍无法满足订单需求。面对客户订单量呈指数级增长的态势，台积电已启动紧急应对机制。这种策略调整既缓解了台积电自身的产能压力，也帮助客户缩短了产品交付周期。驱动这场供应链变革的，是AI芯片设计理念的根本性转变。市场数据显示，AI芯片封装市场规模预计将在三年内突破百亿美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211060545979b6387&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17:18","pubTimestamp":1765358316,"startTime":"0","endTime":"0","summary":"格隆汇12月10日｜据台湾电子时报，半导体设备厂商透露，台积电与日月光集团、Amkor与联电等都在加速扩充先进封装CoWoS产能，从订单分布观察，2026~2027年GPU、ASIC客户需求均超出预期。其中，英伟达持续预订台积CoWoS过半产能，博通与AMD分别占据二、三名。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202512101719229535534c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:17","pubTimestamp":1765275455,"startTime":"0","endTime":"0","summary":"凭借与积极布局光子技术的客户的合作，台积电已取得先发优势。鉴于台积电在二维及三维封装领域已占据领先地位，三星正将硅光子技术视为可能的竞争平衡器。2027年技术竞赛开启一位半导体行业人士向《韩经》表示，三星2027年的商业化目标，标志着其与台积电在共封装光学领域直接竞争的开端。该人士称，到2030年，硅光子技术有望实现芯片级集成，成为代工市场的核心竞争领域。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251209222952a43df33b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:16","pubTimestamp":1765275374,"startTime":"0","endTime":"0","summary":"台积电 表示，其子公司 台积电 环球采购了价值2970万美元的固定收益证券。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025120918284397985a70&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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CPU，被曝产能有限","url":"https://stock-news.laohu8.com/highlight/detail?id=2590364058","media":"集微网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2590364058?lang=zh_cn&edition=fundamental","pubTime":"2025-12-09 07:12","pubTimestamp":1765235577,"startTime":"0","endTime":"0","summary":"因此，尽管该公司预计第四季度及以后Arrow Lake和Lunar Lake的供应将增长，但并未表示这足以满足所有积压需求。但目前英特尔拥有足够的LPDDR5X内存用于其携带片上封装DRAM的Lunar Lake CPU，因此该公司这些CPU的成本短期内不会增加。预计将在2到3年内投产。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251209073407a43c4135&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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