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台積電
165.10
+0.9200
0.56%
盤後:
165.09
-0.0100
-0.01%
19:59 EDT
成交量:
1,465.48萬
成交額:
24.03億
市值:
8,562.99億
市盈率:
21.76
高:
165.91
開:
163.93
低:
161.16
收:
164.18
資料載入中...
總覽
公司
新聞資訊
公告
台積電美國工廠晶圓加工成本僅比台灣高出一成
DoNews
·
03-25
台積電:2025 年 Foundry2.0 市場增長 11%
和讯网
·
03-25
英偉達Rubin將採用台積電SoIC技術
格隆汇
·
03-25
英偉達Rubin將採用台積電SoIC技術
美港电讯
·
03-25
被美國索要2000億美元,台積電還能扛多久?
新京报
·
03-25
台積電2nm芯片良品率據悉已達60%,將於4月1日起接受預定訂單
老虎资讯综合
·
03-24
半導體股普漲,ARM漲超5%,英偉達、臺積電漲超3%
老虎资讯综合
·
03-24
美股異動 | 臺積電漲3% 消息稱公司將於4月1日起接受2納米芯片訂單
格隆汇APP
·
03-24
在美國千瘡百孔的臺積電該割肉還是抄底?
梓豪谈芯
·
03-24
金十數據整理:每日美股市場要聞速遞(3月24日 週一)
美港电讯
·
03-24
消息稱台積電4月1日起接受2nm晶圓訂單 年底月產能目標5萬片
爱集微
·
03-24
【會員企業動態】2024年全球專屬晶圓代工榜單,中芯國際躍居第二,芯聯集成進入前十
北京半导体行业...
·
03-24
台積電2nm全球率先量產 4月1日起接受訂單 蘋果A20處理器首發
格隆汇
·
03-24
台積電2nm全球率先量產 4月1日起接受訂單 蘋果A20處理器首發
美港电讯
·
03-24
台積電2nm製程良率已超60%!
芯智讯
·
03-24
消息稱台積電2納米良率已達6成
格隆汇
·
03-24
傳台積電2納米良率已達6成
美港电讯
·
03-24
【郭明錤:iPhone 18系列的A20處理器將採用台積電2nm工藝】近日,分析師郭明錤重申半年前預測,iPhone 18系列中的A20芯片將採用台積電的2nm工藝進行製造。此外,他表示,台積電2nm芯片的研發試產良率在3個多月前就已高於60%-70%,現在則已遠高於這個範圍。
金融界
·
03-24
晶圓代工廠邁向2納米競爭 研調:台積電可望領先
爱集微
·
03-23
AI爆發,本土先進封裝如何突破?
国际电子商情
·
03-22
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20:53","pubTimestamp":1742907181,"startTime":"0","endTime":"0","summary":"分析机构TechInsights报告显示,台积电美国亚利桑那州工厂的300mm晶圆加工成本比台湾工厂高出不到10%。尽管当地人力成本是台湾的3倍,但由于晶圆厂高度自动化,劳动力仅占总成本的2%,因此工资差异对整体成本影响有限。报告指出,半导体设备占晶圆加工成本的70%以上,而设备定价不受地域影响,这进一步缩小了成本差距。对于台积电在美首座晶圆厂,机构认为其50%的成本增幅符合新厂建设初期的常规经验,主要源于缺乏熟练工人等因素。","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=nesSN2025032520572894c05b27&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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年 Foundry2.0 市場增長 11%","url":"https://stock-news.laohu8.com/highlight/detail?id=2522230067","media":"和讯网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2522230067?lang=zh_tw&edition=fundamental","pubTime":"2025-03-25 14:36","pubTimestamp":1742884580,"startTime":"0","endTime":"0","summary":"报告显示,全球半导体市场 2024 年复苏后,预计 2025 年稳步增长,广义 Foundry2.0 市场 2025 年规模将达 2980 亿美元,同比增 11%。长期看,该市场 2024 年至 2029 年复合年增长率预计达 10%,增长受 AI 需求持续增长和非 AI 需求复苏催化。具体分领域,晶圆代工是核心驱动力,台积电预计 2025 年在 Foundry2.0 市场份额扩至 37%。消费电子产品需求反弹推动成熟节点利用率增长,预计代工市场 2025 年增长 18%。非内存 IDM 领域面临挑战,2025 年扩张空间有限,预计整体行业仅温和增长 2%。","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=nesSN20250325144538a6a2ffd9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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13:44","pubTimestamp":1742881464,"startTime":"0","endTime":"0","summary":"格隆汇3月25日|据台湾工商时报,台积电在为2025年下半年2nm量产做准备的同时,也在加速先进封装扩张以满足强劲需求,并将重点转向CoWoS以外的领域。据悉,英伟达的下一代Rubin GPU将与AMD和苹果一起采用台积电的SoIC(集成芯片系统)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=nesSN2025032513444397224c96&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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4月1日起接受訂單 蘋果A20處理器首發","url":"https://stock-news.laohu8.com/highlight/detail?id=2521757170","media":"格隆汇","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2521757170?lang=zh_tw&edition=fundamental","pubTime":"2025-03-24 13:24","pubTimestamp":1742793866,"startTime":"0","endTime":"0","summary":"台积电将于3月31日在高雄厂举办2nm扩产典礼,并于4月1日起接受2nm晶圆订单预订。2nm标志台积电在先进制程量产的重大突破,并领先全球率先量产。台积电董事长魏哲家透露,客户对于2nm技术的需求甚至超过了3nm同期。根据台积电规划,2nm晶圆将于今年下半年在新竹宝山厂和高雄厂同步量产,相关供应链透露,台积电在新竹宝山厂的2nm试产良率达6成,如期持续推进。预计今年年底月产能将达到5万片,潜在客户包括苹果、AMD、Intel、博通等。其中,2026年下半年上市的苹果iPhone 18系列搭载的A20处理器或全球首发2nm工艺。\n\n\r\n 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11:29","pubTimestamp":1742786943,"startTime":"0","endTime":"0","summary":"日本电子和芯片产业百年兴衰,及与中国的往事哪咤汽车生死时刻:被传研发团队解散、供应商围堵总部,百亿债务压顶,自救之路何在?日本电子和芯片产业百年兴衰,及与中国的往事一文读懂英伟达GTC:Blackwell Ultra、Rubin Ultra、硅光芯片和人形机器人奥迪宣布在德国裁员7500人国产EDA大并购!行业交流、合作请加微信:icsmart01芯智讯官方交流群:221807116","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=nesSN20250324152535a43f8885&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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10:35","pubTimestamp":1742783722,"startTime":"0","endTime":"0","summary":"格隆汇3月24日|据台湾电子时报,有最新报告指出,台积电2纳米制程试产良率已达60%左右,而这已是3个月前的评估数据。同时,普遍认为这几个月来良率应已有进一步提升,进而提高大规模量产的可能性。","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=nesSN2025032410353394be8454&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系列的A20處理器將採用台積電2nm工藝】近日,分析師郭明錤重申半年前預測,iPhone 18系列中的A20芯片將採用台積電的2nm工藝進行製造。此外,他表示,台積電2nm芯片的研發試產良率在3個多月前就已高於60%-70%,現在則已遠高於這個範圍。","url":"https://stock-news.laohu8.com/highlight/detail?id=2521198733","media":"金融界","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2521198733?lang=zh_tw&edition=fundamental","pubTime":"2025-03-24 08:58","pubTimestamp":1742777898,"startTime":"0","endTime":"0","summary":"近日,分析师郭明𫓹重申半年前预测,iPhone 18系列中的A20芯片将采用台积电的2nm工艺进行制造。此外,他表示,台积电2nm芯片的研发试产良率在3个多月前就已高于60%-70%,现在则已远高于这个范围。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/03/24085848973857.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["LU0784384876.USD","LU2087625088.SGD","LU0689472784.USD","03145","LU0238689110.USD","LU0823414551.USD","LU2552382132.HKD","LU2023251221.USD","IE00B775SV38.USD","LU0889565833.HKD","LU1551013342.USD","LU2054465674.USD","HK0000320264.USD","LU2471134523.USD","IE00BLSP4452.SGD","SG9999015341.SGD","SG9999015358.SGD","SG9999002232.USD","IE00B3SWFQ91.USD","LU0234572021.USD","LU0494093205.USD","LU0053666078.USD","LU1935042215.USD","IE00B1BXHZ80.USD","LU2461242641.AUD","LU2756315664.SGD","IE00BLSP4239.USD","LU0965508806.USD","LU2456880835.USD","IE0004445239.USD","IE00BZ1G4Q59.USD","MACW.SI","IE00B7KXQ091.USD","BK4548","LU0215105999.USD","LU2065170008.USD","IE0034235303.USD","TSM","LU0264606111.USD","159813","LU1852331112.SGD","BK4591","LU0689626769.HKD","IE00BJLML261.HKD","BK4501","LU0345769128.USD","SG9999014542.SGD","AAPL","LU1814569148.SGD","BK4543"],"gpt_icon":0},{"id":"2521228630","title":"晶圓代工廠邁向2納米競爭 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