美股详情

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1倍做空TSM ETF-Direxion

10.26

-0.1795-1.72%

盘后：10.260.0023+0.02%18:21 EST

成交量：6.60万

成交额：67.73万

市值：256.44万

市盈率：- -

高：10.46

开：10.43

低：10.14

收：10.44

52周最高：29.60

52周最低：10.14

股本：25.00万

流通股本：25.00万

量比：0.98

换手率：26.42%

股息：0.59

股息率：5.76%

净资产收益率：--

总资产收益率：--

市净率：--

市盈率(LYR):- -

数据加载中...

总览公司新闻资讯公告

台积电1月销售额4,012.6亿元台币，同比增长36.8％

老虎资讯综合

AI支出热潮持续！台积电1月销售额同比飙升36.8％

华尔街见闻

开门红！台积电1月份营收127亿美元再创新高同比环比均大幅增加

快讯

台积电1月销售额同比增长37% 半导体设备股震荡回升丨盘中线索

21世纪经济报道

台积电1月营收猛增37% 显示全球人工智能支出依然强劲

环球市场播报

台积电美股夜盘短线拉升涨近3%

南方财经网

《亚股》亚太股市普遍上升日股及台股破顶台积电升3%创新高

硅光，大爆发

台积电淡出成熟制程

半导体行业观察

台积电传全面淡出8英寸代工世界先进接棒促双赢

美股异动丨台积电涨3%创新高市值超1.85万亿美元

台积电盘中异动早盘股价大涨3.00%报359.31美元

台积电董事会移师日本！（附董事会成员名单）

半导体封测

现在只是地板价！台积电还要大涨

力成押注FOPLP，赌对了

半导体产业纵横

高市早苗的芯片迷梦

心智观察所

电子行业行业月度报告：存储价格延续上涨，台积电业绩再创新高

与台积电紧密合作，IC设计大厂全力投入硅光子与CPO技术

全球半导体观察

中国台湾：“不可能”将40%芯片产能转移至美国

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同比环比均大幅增加","url":"https://stock-news.laohu8.com/highlight/detail?id=2610601614","media":"TechWeb","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610601614?lang=zh_cn&edition=fundamental","pubTime":"2026-02-10 15:48","pubTimestamp":1770709684,"startTime":"0","endTime":"0","summary":"台积电在官网公布的消息显示，他们在1月份营收4012.55亿新台币，折合约127.2亿美元，高于去年同期2932.88亿新台币，同比大增36.8%，也高于去年12月份的3350.03亿，环比增长19.8%。在1月份同比大增36.8%后，台积电的月度营收，就已连续25个月同比增长。台积电的月度营收上一次同比下滑，还是2023年的12月份，那一个月他们1763亿新台币的营收，同比下滑8.4%，在随后的2024年和2025年，是同比均保持增长。","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=nesSN20260210155151a6e97a78&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, 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15:15","pubTimestamp":1770707713,"startTime":"0","endTime":"0","summary":"台积电今日公布了其 2026 年 1 月营收数据。在今年的首个月份，台积电实现约 4012.55 亿元新台币（IT之家注：现汇率约合 886.37 亿元人民币）合并营收，同比增长 36.8%、环比增长 19.8%。","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=nesSN20260210151514a6e954a3&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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半导体设备股震荡回升丨盘中线索","url":"https://stock-news.laohu8.com/highlight/detail?id=2610373613","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610373613?lang=zh_cn&edition=fundamental","pubTime":"2026-02-10 14:09","pubTimestamp":1770703754,"startTime":"0","endTime":"0","summary":"午后半导体设备股震荡回升，华峰测控、微导纳米涨超10%，福光股份、永新光学、京仪装备、光力科技跟涨。消息面上，台积电1月销售额4012.6亿元新台币，同比增长36.8%。受此消息影响，台积电美股夜盘短线拉升涨超3%。ASML 2025年第四季度实现净销售额97.2亿欧元，同比增长4.92%；泛林集团2025年营收也同比增长27%，达到了206亿美元。长期来看，半导体设备行业需求较为确定，增长动力清晰。","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=nesSN20260210141138a6e91e04&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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显示全球人工智能支出依然强劲","url":"https://stock-news.laohu8.com/highlight/detail?id=2610618235","media":"环球市场播报","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610618235?lang=zh_cn&edition=fundamental","pubTime":"2026-02-10 14:07","pubTimestamp":1770703620,"startTime":"0","endTime":"0","summary":"台积电1月份营收创下数月以来最快增速，显示人工智能泡沫担忧犹存之际全球AI支出依然强劲。　　台积电在先进AI芯片制造领域的主导地位，令其成为人工智能投资热潮的最大受益者之一。　　数据中心芯片需求强劲，促使台积电将今年计划的资本支出规模提高至最高560亿美元，较2025年增加约四分之一。上周，英伟达首席执行官黄仁勋称AI资本支出适当且可持续。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-02-10/doc-inhmihnp5582888.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU2247934214.USD","IE00BZ199S13.USD","LU2271345857.HKD","LU2458330169.SGD","BK4554","IE00BQXX3C00.GBP","SG9999000418.SGD","LU0143863198.USD","LU0348723411.USD","LU0359201885.HKD","IE0004091025.USD","LU1282649067.USD","IE00B5TLWC47.USD","LU1917777945.USD","LU0082616367.USD","LU1934455277.USD","LU0158827781.USD","LU0316494557.USD","LU1974910355.USD","BK4548","TSM","STSM","LU2028103732.USD","IE00BYQQ9H92.USD","LU1316542783.SGD","LU2106854487.HKD","BK4503","LU2063271972.USD","LU0345770993.USD","LU1934455863.HKD","LU2471134879.HKD","LU0878005551.USD","SG9999004220.SGD","03145","LU2543165471.USD","LU0572940350.SGD","TSMU","IE00BD6J9T35.USD","BK4532","TSMG","BK4581","LU2750360997.AUD","LU0094547139.USD","LU0965509101.SGD","LU1037948897.HKD","LU0198837287.USD","LU0689626769.HKD","LU0289960550.SGD","LU0238689110.USD","LU0889565833.HKD","LU2237443978.SGD","BK4534","IE0004445239.USD","LU2491050071.SGD","BK4141","IE00BQXX3D17.EUR","IE00BHPRN162.USD","SGXZ51526630.SGD","IE0004086264.USD","LU0109392836.USD","LU1023057109.AUD","LU2471134952.CNY","LU0143863784.USD","LU2111349929.HKD","LU1989764664.SGD","LU1989772840.SGD","LU2125154778.USD","LU0541501648.USD","BK4550","LU2211815571.USD","LU0792757196.USD","LU1037948541.HKD","LU1989772923.USD","LU2023250504.SGD","LU0719512351.SGD","LU0823414551.USD","TSMZ","BK4602","IE00BKPKM429.USD","LU0823421416.USD","LU0323591593.USD","LU2092937221.SGD","SGXZ81514606.USD","BK4612","TSMY","LU2663582299.SGD","LU0965508806.USD","LU1803068979.SGD","LU2294711713.HKD","LU0823421333.USD","LU1211504680.USD","LU2360108059.USD","IE00B3M56506.USD","BK4527","LU0124676726.USD","LU2054465674.USD","LU1934455194.USD","LU2491049909.HKD","IE00BQXX3F31.USD","LU2237443622.USD","LU0353189763.USD","LU2860962120.EUR","LU1868837565.USD","LU0345770308.USD","IE00BFXG0V08.USD","LU0158827948.USD","LU2250418816.HKD","LU0642271901.SGD","LU1282649810.SGD","BK4591","BK4588","BK4543","LU1508157978.USD","LU2041044095.USD","LU2237443549.SGD","LU0878004406.USD","LU1852331112.SGD","LU2125154935.USD","LU0353189680.USD","LU2087625088.SGD","LU0264606111.USD","LU2360032135.SGD","LU2360106780.USD","LU0488056044.USD","LU2249611893.SGD","LU2237443382.USD","LU2089284900.SGD","LU2357125470.USD","LU2089283258.USD","LU0175139822.USD","SGXZ99366536.SGD","LU0889566641.SGD","LU1267930813.SGD","LU0541502299.USD","BK4526","LU1868838027.USD","LU0384037296.USD","LU2471134523.USD","BK4585","LU2133065610.SGD","LU2471134796.USD","LU1623119135.USD","LU0056508442.USD","LU2298321311.HKD","LU1868837722.USD","BK4605","LU0359202008.SGD","BK4512","LU2458330243.SGD","BK4533","LU0572939691.SGD","LU2023251221.USD","TSMX","LU2491050154.USD","LU2211814178.USD","LU0882747503.HKD","LU1989764748.USD","LU2506951792.HKD","LU2750360641.GBP","LU0965509010.AUD","LU0823414478.USD","LU1712237335.SGD","LU0965509283.SGD","LU0359201612.USD","LU0861579265.USD","BK4505"],"gpt_icon":0},{"id":"2610618877","title":"台积电美股夜盘短线拉升涨近3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2610618877","media":"南方财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610618877?lang=zh_cn&edition=fundamental","pubTime":"2026-02-10 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12:59","pubTimestamp":1770699540,"startTime":"0","endTime":"0","summary":"亚太股市普遍上升，受美科技股持续反弹推动，日股及台股创历史新高。人行公开市场七天期逆回购操作，单日净投放2,059亿元人民币。沪指半日跌不足1点报4,122点；深成指跌2点报14,206点。港股恒指半日升146点或0.5%，报27,173点，成交1,338亿元。台股加权平均指数升595点或1.8%，报33,000点，盘...","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20200805173853138_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20200805173853138_s.jpg"],"rights":{"source":"aastocks_forex","url":"https://www.aastocks.com/sc/forex/news/comment.aspx?source=AAFN&id=NOW.1502312&catg=1","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.aastocks.com/sc/forex/news/comment.aspx?source=AAFN&id=NOW.1502312&catg=1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_forex","symbols":["SGXZ99366536.SGD","LU2087625088.SGD","LU1868838027.USD","LU2491050154.USD","LU2106854487.HKD","BK4532","LU1974910355.USD","LU2471134796.USD","LU1508157978.USD","LU1282649810.SGD","LU2211815571.USD","IE00BQXX3C00.GBP","LU1803068979.SGD","LU0353189763.USD","BK4534","BK4554","LU1917777945.USD","LU2543165471.USD","LU1282649067.USD","LU0359202008.SGD","LU0541502299.USD","BK4512","LU0158827781.USD","BK4526","IE0004091025.USD","LU1934455194.USD","TSMZ","IE00BQXX3F31.USD","LU0882747503.HKD","LU0792757196.USD","LU0541501648.USD","LU2023250504.SGD","TSM","LU0345770993.USD","LU2237443622.USD","LU0965509010.AUD","LU2458330243.SGD","LU2249611893.SGD","LU2125154935.USD","BK4585","LU0316494557.USD","LU0823421333.USD","TSMY","IE00BHPRN162.USD","SGXZ81514606.USD","TSMX","LU1868837722.USD","LU1989764664.SGD","LU0642271901.SGD","LU2237443978.SGD","LU1934455277.USD","LU1989772840.SGD","LU0488056044.USD","LU2054465674.USD","LU1934455863.HKD","LU2357125470.USD","LU0384037296.USD","STSM","LU1868837565.USD","BK4527","LU0158827948.USD","BK4141","LU0198837287.USD","LU2028103732.USD","LU2125154778.USD","LU2041044095.USD","LU1023057109.AUD","IE0004086264.USD","LU0238689110.USD","BK4588","BK4602","LU0965509283.SGD","LU0094547139.USD","LU2111349929.HKD","IE00B3M56506.USD","LU0289960550.SGD","LU2491049909.HKD","LU0878004406.USD","LU0175139822.USD","LU1211504680.USD","LU0082616367.USD","TSMG","BK4605","LU0823421416.USD","BK4548","BK4550","LU0861579265.USD","LU2211814178.USD","LU0345770308.USD","LU2750360641.GBP","LU2271345857.HKD","IE00BKPKM429.USD","LU2250418816.HKD","03145","BK4503","IE00BZ199S13.USD","LU0359201885.HKD","TSMU","LU2298321311.HKD","IE0004445239.USD","LU2237443382.USD","LU2092937221.SGD","LU2294711713.HKD","LU2360108059.USD","LU2089283258.USD","IE00BFXG0V08.USD","BK4591","LU0823414478.USD","LU0143863198.USD","LU0348723411.USD","SG9999000418.SGD","STI.SI","SGXZ51526630.SGD","LU0878005551.USD","LU0056508442.USD","IE00BQXX3D17.EUR","LU2237443549.SGD","LU0124676726.USD","SG9999004220.SGD","LU2663582299.SGD","LU2360032135.SGD","LU2471134879.HKD","IE00B5TLWC47.USD","LU0719512351.SGD","LU2458330169.SGD","LU2750360997.AUD","LU1852331112.SGD","LU2471134952.CNY","LU2360106780.USD","BK4505","LU2063271972.USD","LU2491050071.SGD","LU0823414551.USD","BK4581","LU2023251221.USD","LU1989772923.USD","LU1316542783.SGD","BK4533","LU1989764748.USD","BK4612","LU0572939691.SGD","LU2471134523.USD","LU0323591593.USD","IE00BD6J9T35.USD","LU1623119135.USD","LU1037948897.HKD","LU2247934214.USD","LU2133065610.SGD","LU2860962120.EUR","BK4543","LU2089284900.SGD","LU0353189680.USD","LU2506951792.HKD","LU0109392836.USD","LU0965509101.SGD","LU0689626769.HKD","LU0889566641.SGD","LU1712237335.SGD","LU0572940350.SGD","LU0143863784.USD","LU1037948541.HKD","LU0359201612.USD","IE00BYQQ9H92.USD","LU1267930813.SGD","LU0889565833.HKD","LU0965508806.USD","LU0264606111.USD","ES3.SI"],"gpt_icon":0},{"id":"2610669643","title":"硅光，大爆发","url":"https://stock-news.laohu8.com/highlight/detail?id=2610669643","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610669643?lang=zh_cn&edition=fundamental","pubTime":"2026-02-10 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09:12","pubTimestamp":1770685963,"startTime":"0","endTime":"0","summary":"AI带动先进制程与先进封装需求强劲，台积电加速调整产能结构，淡出成熟制程领域。供应链解读，台积电并非全面退出成熟制程，而是将8吋业务转为策略性支援角色，并透过产能整并与设备出售，逐步将成熟制程重心外移。台积电近年已两度出售8吋设备予世界先进，加上氮化镓技术授权，使世界先进成为同时具备GaN-on-Si与GaN-on-QST制程平台的业者，成熟制程布局进一步完整。","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=nesSN2026021009542297a58e28&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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世界先进接棒促双赢","url":"https://stock-news.laohu8.com/highlight/detail?id=2610667518","media":"爱集微","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610667518?lang=zh_cn&edition=fundamental","pubTime":"2026-02-10 07:23","pubTimestamp":1770679398,"startTime":"0","endTime":"0","summary":"随着 AI 带动先进制程与先进封装供不应求，台积电  也持续调整资源配置、聚焦高价值业务，市场今  日传出，台积电将全面淡出 8 英寸晶圆代工市场，近期通知客户转单至转投资公司世界先进生产，将助益世界先进业绩大幅成长。针对与台积电合作，世界不对此事发表评论。台积电已确定淡出 6 英寸与氮化镓市场，两项业务均预计在 2027 年底前结束，其中，氮化镓已确定将技术授权给世界先进，世界先进成为同时拥有 GaN-on-Si 与 GaN-on-QST 两大制程平台的业者。","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=nesSN20260210072400a490c2f1&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, 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市值超1.85万亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2610815652","media":"中金财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610815652?lang=zh_cn&edition=fundamental","pubTime":"2026-02-09 23:57","pubTimestamp":1770652621,"startTime":"0","endTime":"0","summary":"入选了2026年格隆汇“全球视野”十大核心资产名单的台积电(TSM.US)盘中涨至3%，报359.59美元创历史新高，市值超1.85万亿美元。\r\n\r\n　　消息上，台积电通知日本政府，将在日本控股子公司JASM的第二晶圆厂主产工艺由原定6nm升级至3nm，这将是日本国内首度具备3纳米制程的生产能力，总投资增至170亿美元。据称，日本政府正在考虑为新的投资计划提供额外支持。","market":"fut","thumbnail":" http://caiji.3g.cnfol.com/colect/202602/09/20260209833674.jpg","type":0,"news_type":0,"thumbnails":[" 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早盘股价大涨3.00%报359.31美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2610465136","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610465136?lang=zh_cn&edition=fundamental","pubTime":"2026-02-09 22:48","pubTimestamp":1770648503,"startTime":"0","endTime":"0","summary":"北京时间2026年02月09日22时48分，台积电股票出现波动，股价急速上涨3.00%。截至发稿，该股报359.31美元/股，成交量305.209万股，换手率0.06%，振幅3.33%。台积电股票所在的半导体行业中，整体涨幅为1.45%。台积电成立于1987年。1997年，台积电以ADR的形式在美国上市。台积电的规模和高质量的技术使该公司即使在竞争激烈的代工业务中也能产生稳定的营业利润。","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=nesSN2026020922482397a582cc&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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22:03","pubTimestamp":1770645832,"startTime":"0","endTime":"0","summary":"晶圆代工巨头台积电将于2月9日至10日在日本熊本举行为期两天的董事会，这是该公司继去年首度在美国亚利桑那州召开海外董事会后，再次选择在台湾地区之外举办董事会，也是首次将董事会地点选在日本熊本。会议相关决议将于10日正式公告。台积电表示，为让董事会成员更全面了解公司营运情况，其董事会会定期在台湾及海外各营运据点举行。附1：台积电董事会成员台积电董事会共有10 位董事，其中7 位为独立董事，3 位为非独立董事TSMC。","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=nesSN202602092229089540760d&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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19:30","pubTimestamp":1770636640,"startTime":"0","endTime":"0","summary":"台积电盘后交易9日出现1,870.33元的历史新天价，即将蓄势挑战1,900元！据统计，台积电盘后配对交易历史最高价为今日的1,870.33元，总计有10张、成交金额1,870.33万元，而今日台积电总共有9笔配对成交，区间上下缘介于1,870.33至1,815元，总共高达1,925张、金额达35.04亿元，成交金额有所放大。另外，台积电盘后交易除了今日创下历史新高1,870.33元，第二与第三高价分别落在今年1月28日的1,838.97元与今日2月9日的1,829.67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=nesSN20260209213600a6e661d6&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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18:31","pubTimestamp":1770633076,"startTime":"0","endTime":"0","summary":"台积电产能吃紧，力成FOPLP成重要替代。力成科技于2 月 2 日举办年会，两大 FOPLP客户博通与AMD均派出高层到场支持。力成选择投入大量时间与资源，与客户共同开发 FOPLP 产品，甚至暂缓了此前布局已久的 HBM 封装业务，集中资源突破面板级扇出封装的工艺瓶颈。此外，力成本年已完成两处新厂区扩建，包括收购友达一座大型厂房，专门用于FOPLP 先进封装产能扩充，以及测试事业群新增一座厂区，提升高端芯片测试能力。","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=nesSN20260209183326a6e5c4df&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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15:37","pubTimestamp":1770622620,"startTime":"0","endTime":"0","summary":"高市早苗所描绘的“日本半导体大复兴”——以Rapidus的2纳米国产芯片为旗舰，以台积电熊本工厂为锚点——正在从多个维度遭遇严峻挑战。要理解这场困局的深层逻辑，必须先回到高市早苗构建的政策框架本身。","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=nesSN20260209153848a6e50a94&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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14:05","pubTimestamp":1770617145,"startTime":"0","endTime":"0","summary":"核心观点：1月存储市场延续2025年四季度以来的强势上涨态势，DRAM和NAND闪存价格涨幅持续超预期。三星电子、SK海力士等头部厂商一季度合约价大幅上调，其中NAND闪存供应价格上调超100%，DRAM价格涨幅达60%-70%。台积电25Q4单季度业绩大超预期，业绩创历史新高。涨价主要受白银、铜、锡等原材料价格上涨驱动，叠加AI服务器、新能源汽车等高端需求增长。其中，MLCC、电感、电阻等产品价格均有不同程度上涨。","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=nesSN20260209140550a6e4b99d&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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14:04","pubTimestamp":1770617065,"startTime":"0","endTime":"0","summary":"联发科总经理暨营运长陈冠州明确指出，公司正全力投入硅光子与共同封装光学技术的研发，并将其视为未来最重要的技术投资方向之一。为了克服这些障碍，联发科已与台积电建立紧密合作关系，利用台积电的COUPE平台来实现先进封装的光学技术。","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=nesSN2026020915242197a57123&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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11:56","pubTimestamp":1770609387,"startTime":"0","endTime":"0","summary":"中国台湾地区首席关税谈判代表郑丽君表示，将中国台湾40%的半导体产能转移至美国实属“不可能”，以此反驳美国官员近期呼吁大规模产能转移的言论。中国台湾行政机构副负责人郑丽君表示，她已向美国明确表示，中国台湾数十年来建立的半导体产业生态系统无法转移，“这是不可能的”。","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=nesSN20260209115701a48d6263&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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