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室温超导概念
3,669.97
-23.6663
-0.64%
涨家数：
5
跌家数：
4
平家数：
- -
市盈率：
- -
高：
3,692.61
开：
3,692.61
低：
3,598.67
收：
3,693.64
成交量：
3,869.10万
成交额：
39.51亿
市值：
2.09万亿
流通市值：
1.89万亿
数据加载中...
总览
新闻资讯
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09:49","pubTimestamp":1772416143,"startTime":"0","endTime":"0","summary":"2026年2月26日，日本罗姆公司宣布获得台积电氮化镓（GaN）制程技术授权。双方将整合罗姆在GaN功率器件的研发制造能力与台积电先进工艺，计划于2027年在滨松工厂建成量产体系，主要面向AI服务器等高增长应用。此举标志着台积电退出GaN自有业务后，加速推进技术授权合作。原车用GaN联合研发关系将随技术转让完成而终止，但双方将持续合作开发高效紧凑型电源系统。","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=nesSN20260302095018a72f4ed3&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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14:08","pubTimestamp":1772345324,"startTime":"0","endTime":"0","summary":"根据台积电最新披露的财报，自开工建厂起历经4年，台积电在美国亚利桑那州的工厂终于实现扭亏为盈。台积电位于亚利桑那州凤凰城的厂区是其赴美设厂的第一站，也是目前唯一一家已投产的厂区，目前由台积电100%持股。2020年5月，台积电宣布在凤凰城建厂，初步投资120亿美元。但在当年的第四季度，第一座4nm工厂“Fab 21”正式开工量产芯片，在2025年就实现了约5.16亿美元的净利润，强势扭亏为盈，并且表现优于市场预期。","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=nesSN20260301144629a43d4f21&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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13:11","pubTimestamp":1772341877,"startTime":"0","endTime":"0","summary":"史上最大AI融资诞生OpenAI宣布完成1100亿美元新一轮融资，创下全球AI领域最大单笔融资纪录。投资方包括亚马逊、辉达和软银，融资前估值已达7300亿美元。该系统或整合Groq的LPU架构技术，旨在提升响应速度与能效，满足OpenAI等客户实时运算需求。OpenAI采购亚马逊Trainium、Meta引入AMD与谷歌TPU，显示大厂正分散供应链风险。","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=nesSN2026030113275797a77f99&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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18:06","pubTimestamp":1772273195,"startTime":"0","endTime":"0","summary":"张忠谋所言，就是台积电用研发与生产结合的“One Team”，是打败英特尔、三星的关键所在；也是他交棒以来贯彻的双人接班模式。另外两位新科资深副总是吴显扬与叶主辉，分别负责台积电“平台整合”与“设计衔接”。业界观察，这波大升迁，等于向外界展现台积电在先进制程研发、制造、销售全方位新面孔，也替未来的接班布局注入新血。台积电股价已高？","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=nesSN20260228183103a72a40bc&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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09:12","pubTimestamp":1772241131,"startTime":"0","endTime":"0","summary":"台积电先前表示，正准备增加产能并加大资本投资，以支持客户未来的成长。台积电2025年财报揭露第一大客户营收占比近两成，达19%，并以些微差距超车第二大客户的17%。市场法人推测，过去台积电最大客户为苹果，2024年营收占比一度达22%，在AI浪潮推升下，去年英伟达跃升为台积电最大客户。","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=nesSN2026022809291995425172&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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23:50","pubTimestamp":1772207450,"startTime":"0","endTime":"0","summary":"财报并未揭露客户名称，仅以甲客户和乙客户呈现，但黄仁勋此前说，英伟达已成为台积电最大客户，间接证实台积电2025年最大客户甲客户应是英伟达，乙客户则是苹果。英伟达超越苹果，成为台积电最大客户，显示AI应用蓬勃发展，英伟达芯片主要代工厂台积电营运直接受惠。在AI需求依然强劲，英伟达持续不断推出新产品，销售成长可期，2026年仍可能位居台积电最大客户。","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=nesSN2026022723540195424d0c&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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22:41","pubTimestamp":1772203266,"startTime":"0","endTime":"0","summary":"台积电管理层在业绩会上指出，AI相关需求强劲，并将2024-2029年的营收年复合增长率预期上调至接近25%。2025年全年，台积电营收达新台币3.81万亿元，同比增长32%；净利润达新台币1.72万亿元，同比大幅增长46%。董事会已批准2025年第四季度现金股利为每股新台币6.0元，并计划于2026年7月9日支付。","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=nesSN2026022722472295424be4&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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